Join our energetic and professional firm in our Naples office. Canty Financial Management has an opening for a seasonal 2019 Tax Season administrative front desk coordinator. We are looking for an organized person, who is reliable and dependable, has a pleasing personality, and some experience dealing with customer support.
QR Code Link to This Post
Job duties include:
1) Customer Service on phones - answering incoming calls, making basic outgoing calls explaining when tax returns are completed and ready to be finalized, and has a cooperative and helpful attitude.
2) Customer service in person - providing clients with their tax returns when they pick them up at our offices.
3) Administrative duties: basic billing of tax prep fees on Quickbooks, checking on the status of electronic filed tax returns using our tax software. The job requires the ability to learn routines relatively quickly, and training will be provided on these basic tasks.