Job description

OUR MISSION

Our mission is to help clients maintain financial viability in the present while taking a proactive approach to achieve future goals. This requires open communication to reach an understanding of our clients’ needs, thorough research, and sound analysis. Our firm is dedicated to meeting these goals with high standards of excellence and professionalism. For more information regarding RD Tax Service visit our website: www.rdtaxservice.com

Summary Of Major Functions:

• Answer telephone calls in a professional manner and direct appropriately.
• Receive, separate and distribute incoming mail and prepare outgoing mail.
• Assist clients with uploading their tax documents to the secured portal.
• Greet clients and direct accordingly.
• Schedule client appointments, recieve payments, upload tax sensitive documents.
• Maintain files on the computer and updates information as necessary pertaining to associates and clients.
• Assist with clerical duties and office functions as assigned.

Qualifications:

• High school diploma.
• Strong computer skills - especially Word and Excel.
• Excellent customer service skills.
• Outstanding verbal and written communication skills.
• Strong ability to multitask.

Job Type: Part-time

Salary: From $18.00 per hour

Schedule:

• 8 hour shift

Work Location: One location

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