Client Onboarding & Tax Support Specialist

Jacobson Lawrence & Company; Seattle (WA); On-site; USD 40,000 - 60,000; Full time

Job summary

JLCO Inc. is seeking a Receptionist to join our tax and audit team. The role focuses on client onboarding, data management, and supporting tax staff with document handling and communication. You will be the main contact for tax clients, ensuring timely and professional service.

The ideal candidate has strong organizational skills, attention to detail, and the ability to work independently or as part of a team, with experience in QuickBooks and Microsoft Excel.

Qualifications

• High school diploma or higher with 3–5 years of administrative experience.
• General understanding of basic tax returns and financial statements.
• Proficient in Microsoft Office with advanced Excel skills.
• Experience using QuickBooks; QuickBooks Online certification is a plus; ProConnect Tax software experience is a plus.

Responsibilities

• Set up new clients in the firm’s tax system and maintain accurate client records.
• Track and organize client documents for tax preparation; disseminate to the tax team.
• Prepare and file client tax extensions and assist in compiling information for tax returns.
• Restore and maintain QuickBooks files and verify data accuracy for tax purposes.
• Serve as primary contact for tax clients, providing timely communication and status updates.

Job description

JLCO Inc. is seeking a Receptionist to join our tax and audit team. The role focuses on client onboarding, data management, and supporting tax staff with document handling and communication. You will be the main contact for tax clients, ensuring timely and professional service.

The ideal candidate has strong organizational skills, attention to detail, and the ability to work independently or as part of a team, with experience in QuickBooks and Microsoft Excel.