Customer Service Representative - Seasonal

Monfalcone & Garris, PC; Virginia; On-site; USD 36,000 - 48,000; Full time

Job summary

Monfalcone & Garris PC is seeking a dedicated Customer Service representative to be the first point of contact for our clients in Virginia. You will perform clerical and administrative tasks to support tax season operations, greeting onsite guests, scheduling appointments, and assisting with document handling with a positive, proactive mindset.

This full-time role starts immediately and runs through 5/1, with overtime during peak tax season and opportunities for advancement as you learn and grow

Qualifications

• Previous experience in office administration or related field.
• Curiosity to improve daily tasks and processes.
• Ability to prioritise and multitask effectively.
• Excellent written and verbal communication skills.
• Strong attention to detail and organizational abilities.
• Proficient in Microsoft Office products.

Responsibilities

• Assemble tax returns.
• Scan tax documents and other office documents.
• Plan and schedule appointments.
• Greet and assist onsite guests.
• Answer inbound telephone calls.

Skills

Office administration

Multitasking

Communication skills

MS Office

Detail-oriented

Organizational skills

Job description

Job Description

We are seeking a Customer Service representative to join our tax season team! You will be the first interaction many clients have with the company and you will perform clerical and administrative functions in order to drive company success and growth. First for foremost, we are looking for someone with a positive attitude, energetic and willing to learn. This position would start immediately and last at least through 5/1. It would be a full time role for the right person and lead to other roles with training. Overtime would be required from late February through 4/15.

Responsibilities:

• Assemble tax returns
• Scan tax documents and other office documents
• Plan and schedule appointments
• Greet and assist onsite guests
• Answer inbound telephone calls

Qualifications:

• Previous experience in office administration or other related field
• Shows curiosity in what you do and looks at ways to improve their daily tasks
• Ability to prioritize and multitask
• Excellent written and verbal communication skills
• Strong attention to detail
• Strong organizational skills
• Use of Microsoft Office products is a must
• A big plus would be familiarity with bookkeeping/payroll or individual tax return preparation or the willingness to learn and grow from within the company

Company Description

Monfalcone & Garris PC is an established small firm with big goals. We have a wide variety of clients in a variety of industries. The firm's goal is to be the last stop our clients will need on their accounting and tax journey. We see our role as a compassionate educator and support partner for all of our clients. We are actively growing and taking on new clients, which means new opportunities for our staff to broaden their experiences.

Company Description

Monfalcone & Garris PC is an established small firm with big goals. We have a wide variety of clients in a variety of industries. The firm's goal is to be the last stop our clients will need on their accounting and tax journey. We see our role as a compassionate educator and support partner for all of our clients. We are actively growing and taking on new clients, which means new opportunities for our staff to broaden their experiences.