Job Description
Job Description Job Type: Seasonal Pay: $15.50 - $17.00/hour Hours: Monday-Friday 8am – 5pm Saturdays 8am – 1pm Opportunity for Overtime
Experience & Requirements
- Minimum of a High School Diploma.
- Must be able to multitask, stay organized, and communicate professionally with clients and team members.
- Must demonstrate respect for client privacy and adhere to confidentiality protocols.
- Must pass a background check.
- Minimum 2 years of office experience, including answering phone calls and direct client interaction.
- Basic understanding of business operations.
- Proficiency in Microsoft Word, Excel, Outlook, Zoom.
- Bonus: Experience with QuickBooks, tax software, or familiarity with the tax industry.
- Comfortable using office technology (scanners, printers, copiers).
- Must have reliable transportation.
General Duties
- Handle phone calls, emails, and other basic office communications.
- Maintain a clean and organized workspace, ensuring sensitive documents are secured daily.
Tasks
- Answer and manage phone calls for both Gillespie and Carlinville offices.
- Schedule client appointments and manage the calendar.
- Facilitate client appointments related to tax return preparation, document drop-offs, and pick-ups.
- Learn the basics of tax return processing.
- Support small business services during downtime to aid in tax preparation.
- Train to manage client interactions, primarily with small business clients.
- Organize and process incoming/outgoing client documents.
- Ensure all documentation is scanned and uploaded into client software.
- Assist with bookkeeping, payroll, and sales tax services.
- Occasional travel to the Carlinville Office to work or check the mailbox.