Front Desk Admin

Job Overview

• Greet clients warmly and professionally, in person and by phone
• Schedule, confirm, and manage client appointments
• Answer incoming calls, route messages, and respond to general inquiries
• Collect client documents and ensure proper intake procedures are followed
• Maintain client confidentiality and comply with IRS privacy regulations
• Process payments, issue receipts, and balance daily transactions
• Manage incoming and outgoing mail, including tax documents
• Maintain a clean, organized, and professional reception area
• Assist with data entry, scanning, and filing client records
• Support office staff during peak tax season with administrative tasks

• High school diploma or equivalent (required)
• Previous receptionist or office experience preferred
• Experience in a tax, accounting, or professional services office is a plus
• Strong communication and customer service skills
• Excellent organizational and multitasking abilities
• Basic computer skills (Microsoft Office, scheduling software)
• Ability to handle sensitive information with discretion
• Professional appearance and demeanor