Tax - Support Specialist & Receptionist

2 months ago


Royersford, United States Herbein + Company, Inc Full time
Job DescriptionJob DescriptionDescription:

The Receptionist and Tax Support Specialist role is a critical role in ensuring the smooth operation of our office. This individual will be the first point of contact for clients and visitors, providing a welcoming and professional atmosphere. In addition, they will assist with tax assembly and various administrative tasks to support our tax professionals. This is a full-time position that requires excellent communication skills, attention to detail, and the ability to multitask in a deadline-driven work environment.

Tax Assembly and Processing Support:

  • Assist in the assembly and organization of tax returns and related documents.
  • Ensure accuracy and completeness of assembled tax documents.
  • File and maintain client records both physically and electronically.
  • Coordinate with tax professionals to ensure timely completion of tasks.
  • Prepare engagement letters and other client correspondence.
  • Assist with processing tax returns and typing Forms W-2 and 1099.

Reception Duties:

  • Greet clients and visitors with a friendly and professional demeanor.
  • Answer and direct phone calls, taking messages as needed.
  • Manage the reception area, ensuring it is clean and organized.
  • Schedule and confirm client appointments.
  • Handle incoming and outgoing mail and packages.

Administrative Support:

  • Perform general administrative tasks such as data entry, photocopying, and scanning.
  • Maintain office supplies and inventory.
  • Prepare engagement letters and invoices.
  • Create reports.
  • Proofread documents.
  • Assist with the organization of office events and meetings.
  • Support special projects and initiatives as the office liaison for firm operations, as needed.
Requirements:
  • High school diploma or equivalent; Bachelor’s degree is a plus.
  • 3-5 years of work experience assembling, processing, or preparing individual and/or business tax forms.
  • Prior experience working with accounting software such as QuickBooks.
  • Previous experience in a receptionist or administrative role, preferably in a CPA or professional services firm.
  • Must have a strong business acumen.
  • Proficiency in Microsoft Office Suite (Word, Excel, Outlook).
  • Excellent verbal and written communication skills.
  • Strong organizational skills and attention to detail.
  • Ability to handle sensitive and confidential information with discretion.
  • Ability to work independently and as part of a team.
  • Motivated to grow and learn within a business tax and advisory services firm.
  • Professional appearance and demeanor

Herbein + Company, Inc. is an equal opportunity employer. All applicants will be considered for employment without attention to age, race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, veteran or disability status.



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