Client Services Representative

3 weeks ago


San Leandro, California, United States PT&C Group LLC Full time
Job Summary:

Platform Accounting Group LLC is seeking a highly motivated and detail-oriented Seasonal Receptionist to join our team. As a key member of our front office team, you will provide administrative support to our accounting staff and help maintain a positive client experience.

Responsibilities:
  • Provide exceptional customer service, answering and directing incoming calls and emails.
  • Organize and manage paperwork, files, and documents, assemble Tax Returns with precision.
  • Easily learn and adapt to new technology and multiple systems, create and track projects within computer systems.
  • Perform data entry assignments into a variety of software systems, execute procedures for each step of our projects and processes.

Estimated Salary: $55,000 - $75,000 per year, depending on location and experience.

Requirements:
  • Professional office experience of 1 year or more, proficient with Microsoft Office suite.
  • Strong analytical and problem-solving skills.
  • Excellent communication and interpersonal skills.
  • Ability to work independently and as part of a team.


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