Seasonal Tax Client Services Coordinator

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Located in Clermont, FL

Salary: $18+ based on experience

Seasonal Tax Client Services Coordinator

Location: Clermont, FL
Employment Type: Seasonal / Temporary

Position Overview

Are you an organized, customer-focused professional who enjoys keeping things running smoothly? We are seeking a dependable and detail-oriented Seasonal Tax Office Coordinator to support a busy accounting office during tax season.

The ideal candidate is personable, proactive, highly organized, and comfortable working in a fast-paced setting where accuracy, professionalism, and customer service are essential.

Key Responsibilities

• Greet clients and provide a welcoming, professional first impression.

• Answer incoming phone calls, respond to inquiries, and direct calls appropriately.

• Schedule tax appointments.

• Assist clients with completing intake forms and gathering necessary tax documentation.

• Receive, organize, scan, and maintain confidential client documents.

• Track client paperwork and follow up on outstanding information as needed.

• Maintain accurate client records and update information in office systems.

• Provide general administrative support to CPAs and tax preparation staff.

• Assist with incoming and outgoing correspondence, filing, and other office tasks.

• Help maintain an organized, efficient, and professional office environment.

Qualifications

• Previous experience in an administrative, receptionist, customer service, or office support role. 

• Strong organizational skills and exceptional attention to detail.

• Comfortable answering phones, scheduling appointments, and interacting with clients.

• Proficient in Microsoft Office and general computer applications.

• Ability to manage multiple tasks and prioritize effectively.

• Demonstrates discretion and understands the importance of handling confidential information.

• Reliable, punctual, and able to work independently as well as part of a team.

Preferred Qualifications:

• Previous experience in a CPA, accounting, tax preparation, or professional services office.

• Familiarity with tax documentation or client intake processes.

What We're Looking For

We are looking for someone who takes pride in being organized, enjoys helping people, and understands that a positive client experience starts at the front desk.

You should be comfortable taking initiative, anticipating needs, and keeping things moving during one of the busiest times of the year.

 

Apply Now