What are the responsibilities and job description for the Customer Service Representative - Seasonal position at Premier Tax Advising & Bookkeeping?
Job Duties:
- Process tax return backup documentation, scanning, and final tax return assembly
- Provide customers pleasant and friendly service both in person and virtually
- Safeguard client confidential information and delivering in a secure manner
- Manage the gatekeeping function for firm’s flow of information via a variety of mediums
- Update and manage staff calendars for appointments
- Monitor office supplies
- Maintain a clean and organized work and customer area
- Prepare quarterly and annual payroll tax forms, depending upon experience
- Reconcile bank statements, depending upon experience
Skills Needed:
- Must have excellent written and oral communication skills
- Must have great organizational skills and be able to multi-task in a fast-paced environment
- Must be a self-starter and be able to follow process and procedures from start to finish
- Experience with MS-Office, QuickBooks, and office equipment is preferred
- Desire to expand this position into additional bookkeeping and tax duties
Requirements:
- High school diploma
- Bookkeeping or tax background preferred, but not required
Hours:
- Seasonal: December - April
- 20-40 hours per week
- Office is open Monday - Friday, some Saturdays may be needed as deadlines approach
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