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Match clients with the best-suited tax professional for their needs. Maintain office cleanliness and organization of resources with team members. Computer proficient with the ability to use Microsoft Office.
Full-timeExpandApply NowActive JobUpdated 16 days ago - UpvoteDownvoteShare Job
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Answer phones and greet clients in a personalized, friendly, and inviting manner. Help to ensure all clients needs have been met during service both in person, over the phone or virtually. Schedule clients how they would like to be scheduled.
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Safer & Company, an esteemed accounting firm with over 30 years of industry expertise specializing in personal and business income tax returns, business management, and consulting, is currently seeking a dedicated Receptionist/Executive Assistant to join our team in Agoura Hills.
Full-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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Experience working in a fast-paced environment. Previous experience in a customer service environment. Strong organizational and time-management skills. What you'll bring to the team. Other duties as assigned.
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Ability to multi-task.
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Assist with customer(s) signing of documents inside the office, as assigned by Escrow Officer and/or Branch Manager. Pull tax roll from assessor and review for accuracy and potential assessments and/or liens.
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Schedule appointments, assembling documents for signing for both inside and outside of the office. Basic computer skills including proficiency in Microsoft Office Suite and Outlook. At a minimum, the ability to work your scheduled office hours, Monday through Friday.
Full-timeExpandApply NowActive JobUpdated 2 days ago - UpvoteDownvoteShare Job
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Full time employees (30+ hours per week) are eligible for:Medical (TeleHeath included), HSA/FSA, Dental, Vision by 1st of the month after hire dateCompany HSA contribution Eligible for 401K Your birthday is an additional personal holiday Company Sponsored Short Term DisabilityPre-tax savings available for public transit commuters.
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Task to Central Processing Unit (CSD - CPU), i.e. payoff, HOA and utility demands that appear on preliminary report/title commitment and/or Seller/Borrower Information Sheets. Knowledge of title insurance policies, endorsements and title pricing.
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Areas of Focus: Asset Management Financial Planning and Retirement Insurance Tax Strategy and Planning Cash Flow Analysis Debt Strategies Estate Planning Property and Casualty Insurance Essential Job Functions: Answer phones Greet Clients Maintain a good rapport with clients as well as staff members.
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Job Summary: Full-Time Patient Coordinator at our King of Prussia Office. Multiple office locations, find an opportunity near your home. Medical Receptionist Experience preferred.
Full-timeExpandApply NowActive JobUpdated 2 days ago
tax office jobs Title: receptionist
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