Tax Professional Assistant
3 days ago
Job Title: Tax Professional Assistant
Salary Estimate: $60,000 - $80,000 per year
We are seeking a highly skilled Tax Professional Assistant to join our team at John W. Weldon CPA in Los Angeles. As a key member of our front desk, you will be responsible for providing exceptional customer service, managing phone calls, scheduling appointments, and maintaining accurate records.
Key Responsibilities:
- Assist with front-desk duties, including answering phone calls, taking messages, and greeting clients
- Routing calls, taking messages, greeting clients
- Comfortable with multi-line phones and multi-tasking
- Comfortable with high-volume inbound calls
- Making outbound calls to clients to ensure accurate information
- Scheduling meetings and appointments
- Maintaining front-desk area, copying, scanning, and filing (electronic and manual files)
Requirements:
- 3 years of experience as a Receptionist or similar role
- High level of administrative, organizational skills, and attention to detail
- Good written and verbal communication skills
- Ability to respond quickly, effectively, and flexibly
- Able to work on own initiative, prioritize workload, and meet deadlines
Preferred Qualifications:
- Experience with tax preparation or tax assembly
- Ability to work with confidential information and data
- Knowledge of applicable federal, state, and local tax returns and their assembly and filing requirements
- Proficiency in using firm applications and software
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