Tax Office Assistant

Top Job

Located in Billings, MT

Salary: 18

Tax Office Assistant - 2026 Season

 

Local CPA in need of a front office assistant for tax season!

Daily Duties:

• receive/organize client paperwork, ensuring proper documentation
• scan/upload documents to TaxDome
• update notes and track document processing/communications
• answer and direct phone calls, emails, and other correspondences
• greet clients/visitors with friendly professionalism
• follow up with clients that need to provide missing documents
• call clients to schedule appointments
• prepare tax return folders for delivery, including assembling doucs
• support tax season workflows, including organizing client intake processes

As Needed tasks

• see a need, fill a need - jump in if you see a need
• facilitate client meetings with tax professionals
• research and resolve client inquiries or determine escalating factors
• keep lobby, office area tidy
• update manager on office supply  needs

What is needed?!

• STELLAR customer service skills, phones skills, typing ability
• 2 years of administrative or secretarial experience
• Proficiency in Microsoft Office/Excel
• basic knowledge of bookkeeping is advantageous

**Assessment will apply, as will background check

 

2203 Grand Ave

406.252.5050

APP:ExpressJobs

 

 

Apply Now