Office Assistant for Client Relations
Client Relations & Office Assistant (Student or Entry-Level Opportunity)
Position Overview
Join our accounting office as a Client Relations & Office Assistant and gain real-world experience in professional communication, client service, and office administration during tax season. You’ll be the welcoming face of the firm and an essential link between our clients and professional staff.
Key Responsibilities
- Greet clients, answer phones, and manage front-desk communications
- Schedule and confirm appointments; send reminders and follow up on missing documents
- Assist with client document intake, file organization, and status updates in Monday.com
- Help clients with tax return pickup, collect payments, and answer general questions
- Log and organize IRS, State, and City correspondence for preparer review
- Coordinate meetings in Microsoft Teams and prepare basic office reports
- Process and record trust-related bill payments and scan documentation
- Support staff with assembling and filing tax returns and other administrative tasks
What You’ll Learn
- How a professional accounting office operates during tax season
- Hands-on experience with UltraTax CS, QuickBooks Online, and Monday.com
- Client communication and workflow management skills
- Exposure to real-world accounting, payroll, and trust operations
- Team collaboration and time management in a professional setting
Qualifications
- No prior accounting experience required — training provided
- Strong communication, organization, and attention to detail
- Professional and dependable with a positive attitude
- Comfortable using Microsoft Office (Outlook, Excel, Word)
- Interest in business, accounting, or office administration preferred
Why Join Us
You’ll work alongside experienced Enrolled Agents and accountants in a supportive environment that values mentorship, teamwork, and professional growth. Many of our seasonal staff continue with us year-round in part-time roles or return for future tax seasons.