RESPONSIBILITIES: Greet and assist clients. Prepare and hand off returns to clients during tax season. Scan documents as needed. Answer BTA mainline phones. Assist with BTA Email to Case. Process mail and checks. Maintain the office and fulfill operational needs as necessary.
QUALIFICATIONS: High School diploma or GED required. Minimum 1 year of administrative experience Exceptional communication skills, both written and verbal. Demonstrable MS Office experience. Working knowledge of Salesforce is preferred. Customer Service background is helpful. Demonstrable skills working with all of MS Office Suite. Strong organizational skills with the ability to work successfully against a deadline.
with clients and team members requiring a strong customer service background coupled with organizational skills. RESPONSIBILITIES: Greet and assist clients. Prepare and hand off returns to clients during tax season. Scan documents as needed. Answer BTA mainline phones.
Assist with BTA Email to Case. Process mail and checks. Maintain the office and fulfill operational needs as necessary. QUALIFICATIONS: High School diploma or GED required. Minimum 1 year of administrative experience Exceptional communication skills, both written and verbal. Demonstrable MS Office experience. Working knowledge of Salesforce is preferred. Customer Service background is helpful. Demonstrable skills working with all of MS Office Suite. Strong organizational skills with the ability to work successfully against a deadline.