Tax Admin & Client Success Specialist

Bank Forward; Jamestown (ND); Sur place; USD 42 000 - 68 000; Plein temps

Avantages offerts par ce poste

Health Insurance

Dental

Vision

HSA

401k

Life Insurance

Paid Time Off

ESOP

Résumé du poste

Tax Forward is seeking a friendly, detail-oriented front desk and administrative specialist to support our tax administration team during standard business hours. You will greet clients, transfer calls, take messages, and coordinate department schedules to keep operations running smoothly.

The role requires a college degree in Accounting, Finance, or a related field and three to five years’ experience in tax administration, along with a commitment to confidentiality and regulatory compliance.

Qualifications

• Exhibits excellent customer service and professional communication.
• Transferring calls, delivering messages, and answering questions.
• Assists departments with copying and organizing information.
• Manages department schedules and coordinates meetings.
• Communicates tax return information to clients.
• Handles confidential information with care.
• Complies with banking, insurance, investment, and tax regulations.
• College degree in Accounting/Finance or related field with 3–5 years tax administration experience.

Responsabilités

• Greet customers in person or on the phone in a timely, courteous and professional manner.
• Transfer calls, take and deliver messages, and answer questions as appropriate.
• Assist departments with copying and organizing information; provide administrative support.
• Manage department schedules and organize meetings and location activities.
• Communicate Tax Return information to clients.
• Respectfully handle confidential information; ensure regulatory compliance.

Connaissances

Customer service

Communication

Scheduling

Administrative support

Confidentiality

Regulatory compliance

Formation

Accounting/Finance degree

Description du poste

Tax Forward is seeking a friendly, detail-oriented front desk and administrative specialist to support our tax administration team during standard business hours. You will greet clients, transfer calls, take messages, and coordinate department schedules to keep operations running smoothly.

The role requires a college degree in Accounting, Finance, or a related field and three to five years’ experience in tax administration, along with a commitment to confidentiality and regulatory compliance.