Data Entry and Customer Service Specialist

About the Role:

We are a professional and client-focused tax preparation office seeking a dependable Data Entry & Administrative Clerk to support our daily operations. In this role, you’ll be responsible not only for entering sensitive tax data but also for answering client phone calls, managing appointments, and providing top-notch front desk support during our busy season.

Key Responsibilities:

• Accurately enter tax data into secure software platforms
• Organize, scan, and digitize client documents (W-2s, 1099s, receipts, etc.)
• Answer incoming phone calls and route messages to staff
• Schedule, confirm, and update client appointments using our calendar system
• Greet clients in person or virtually in a professional and friendly manner
• Maintain client confidentiality and handle documents with care
• Perform general administrative tasks such as filing, printing, and document prep
• Support tax preparers with clerical and data-related needs

Job Types: Full-time, Part-time

Pay: From $18.50 per hour

Expected hours: 20 – 40 per week

Benefits:

• Flexible schedule
• Professional development assistance

Work Location: In person