Website Lopez Tax Service
Tax preparation service
RECEPTIONIST JOB DESCRIPTION
KEY RESULT AREAS
AMBASSADOR
1. Represents the company
2. Make the first impression
3. Greeting clients within 3 seconds
4. Answer phone within 3 rings
5. Provide clients with necessary information
6. Reports to corporate
7. Diplomat/establishes customer relationships
COORDINATE WORKFLOW
1. Distribute clients properly
2. Keep front end running smooth at all times
3. Facilitating appointments and walk-ins
4. Maintain client sign in sheet
5. Directs angry/upset client to correct preparer
6. Preparing and distributing EF checks
7. Calling clients to pick up EF checks
8. Do not open company mail, UPS, FedEx, etc. deliver to PIC as soon as it is received in the office.
Respond to Person in Charge
1. Notify the person in charge of any equipment issues (TV, Copier, Fax, etc.)
2. Notify deficiency in co-workers to appropriate manager
a. Refuses to take clients
b. Did not call clients back within 24hrs
c. Refuses to do drop offs
3. If you use the last supply notify person in charge
4. Assist in all office operations as needed and directed by PIC
Office Productivity
1. Retrieve messages from voicemail, take and distribute appropriately and efficiently (voicemail, e-mail, etc)
2. Retrieve voicemail messages via email
3. Distribute messages via email
4. Manage multiple phone calls efficiently
5. Take care of all phone calls in one minute
6. Make sure all bookkeeping and tax returns have invoices and receipts
7. Keep all folders in alphabetical order
8. Assisting with clerical duties as needed (faxing, copying, etc)
9. Assisting in office supply distributing, stocking, ordering (toner, paper, etc.)
10. Must maintain the drop off log
11. Drop offs (includes sales tax, tax returns, bookkeeping, additional information, etc.)
12. Know everybody’s schedule
13. Report to person in charge to correct situation
Pay:
18$-$25
*If interested please email http://david@lopeztax.net
