This position is responsible for providing support to the Payroll Tax department in a fast paced, challenging environment. Requirements include customer service by phone and email, communication, organizational, technical and process skills, and the ability to continuously prioritize multiple tasks.
Duties and Responsibilities:
Provide exceptional customer service when interacting with clients, visitors, and colleagues by demonstrating poise, tact, diplomacy and professionalism.
Maintain a proactive, team-oriented work ethic.
Able to listen to and follow instructions.
Answer, screen and forward incoming phone calls.
Prepare engagement emails or letters by customizing and modifying approved templates to government agencies or clients.
Transmit final documents to clients.
Appropriately organize and store fully executed documents.
Coordinate with confidentiality client's supporting tax documents and originals; scan, file, and track
Provide timely and courteous client support on behalf of the department regarding questions, requests and scheduling tasks.
Tracking workflow of tasks and provide status updates to the Tax supervisor.
Assist for mailing and posting tax returns to client portals if electronic delivery is unavailable.
Some knowledge of state and federal tax form processes from an administrative level a plus.
Qualifications and Skills
Associate degree in Accounting, Administration or 3 years experience.
Customer service experience.
Experience with paperless systems and electronic filing storage.
Experience in professional writing of emails and letters.
Strong verbal and written communication skills.
Strong organizational skills.
Confident and friendly while working with Clients & Colleagues.
Data entry experience.
Proficient with all the normal office applications like MS Word, Excel, Outlook Email, Adobe PDF.
Work as a team.
Bilingual in English and Spanish (read, write and speak in both languages).
Job Type: Full-time
Pay: From $11.50 per hour
Benefits:
401(k)
Dental insurance
Health insurance
Paid time off
Vision insurance
Schedule:
8 hour shift
Education:
Associate (Preferred)
Experience:
Customer service: 1 year (Preferred)
Administrative Assistants & Receptionists: 1 year (Preferred)
Tax accounting: 1 year (Preferred)
Microsoft Excel: 1 year (Preferred)
Microsoft Outlook: 1 year (Preferred)
Language:
English (Preferred)
Work Location: In person
