Tax-Season Front Desk & Admin Specialist

DUFFY; San Diego (CA); On-site; USD 25,000 - 33,000; Full time

Job summary

DUFFY in San Diego, CA is seeking a receptionist to manage front-desk duties and clerical tasks. The role includes answering calls, directing clients, managing mail and documents, and supporting AR activities as needed.

A flexible schedule with overtime during tax season is required to meet deadlines and client service standards. Proficiency with Microsoft Office and basic familiarity with accounting software like CCH Axcess is preferred to assist in billing, invoicing, and office operations.

Qualifications

• Must be able to handle multiple clerical tasks and client interactions.
• Experience with accounting software and general office programs is a plus.
• Ability to work a flexible schedule, including tax season overtime.

Responsibilities

• Answer pooled multi-line phone system, screen and direct calls.
• Assist with collections and follow up on outstanding invoices.
• Daily deposits and AR support as needed.
• Welcome clients and direct them to the appropriate associates.
• Handle mail, faxes, and document distribution.
• Prepare and post postage for outgoing mail and packages.
• Manage client document intake and file scanning.
• Support staff with various administrative tasks.

Skills

Clerical skills

Phone etiquette

Office organization

Attention to detail

Communication skills

Tools

Microsoft Office Suite

CCH Axcess

Job description

DUFFY in San Diego, CA is seeking a receptionist to manage front-desk duties and clerical tasks. The role includes answering calls, directing clients, managing mail and documents, and supporting AR activities as needed.

A flexible schedule with overtime during tax season is required to meet deadlines and client service standards. Proficiency with Microsoft Office and basic familiarity with accounting software like CCH Axcess is preferred to assist in billing, invoicing, and office operations.