Tax Office Front Desk & Client Services Pro - Part-Time

FurstStaffing; Loves Park (IL); On-site; USD 19,000 - 20,000; Part time

Job summary

FurstStaffing seeks a Receptionist / Customer Service Representative for a busy tax and financial planning office in Loves Park, IL. This part-time role is 20 hours per week (Mon-Fri), with full-time hours during peak tax season, and pays $18–$19 per hour.

You will greet clients, answer calls, schedule appointments, and support front-office tasks. Strong Excel skills, professional appearance, and calm, client-focused service are required; fingerprinting/background check may be needed for

Qualifications

• Personable, friendly, professional demeanor.
• Comfortable interacting with clients in a professional office environment.
• Professional in dress and appearance.
• Strong computer skills with solid Microsoft Excel proficiency.
• Organized, dependable, detail-oriented.
• Independent worker with strong problem-solving skills.
• Experienced with answering phones and scheduling appointments.
• Comfortable learning new software, forms, and office procedures.
• Flexible and dependable during demanding tax season.
• Willing to complete fingerprinting and a background check as required for investment-industry regulations.

Responsibilities

• Greet clients and provide a warm, professional front-desk experience.
• Answer and direct incoming telephone calls.
• Schedule and manage client appointments.
• Distribute completed tax returns and assist clients with general front-office needs.
• Perform a variety of computer-based administrative projects.
• Utilize Microsoft Excel and other office software.
• Maintain accurate records and assist with general office organization.
• Learn and assist with investment-industry-related forms, procedures, and processes.
• Work independently while knowing when to ask questions or seek assistance.
• Provide professional and courteous service to clients at all times.

Skills

Front desk

Customer service

Excel

Phone handling

Scheduling

Organized

Professional appearance

Independent worker

Background check

Tools

Microsoft Office

Job description

FurstStaffing seeks a Receptionist / Customer Service Representative for a busy tax and financial planning office in Loves Park, IL. This part-time role is 20 hours per week (Mon-Fri), with full-time hours during peak tax season, and pays $18–$19 per hour.

You will greet clients, answer calls, schedule appointments, and support front-office tasks. Strong Excel skills, professional appearance, and calm, client-focused service are required; fingerprinting/background check may be needed for