Job Opportunity for 2 positions: Intake Coordinator and Tax Preparer
– Busy Tax Office
Location: Port Saint Lucie, Fl Position: Full-time/Seasonal (Temporary) Do you
thrive in a fast-paced environment? If so, we want to hear from you! We are a growing tax office in need of a highly organized, detail-oriented, Tax Preparer and an Intake Coordinator to join our team. As the first point of contact for our clients, you will play a key role in ensuring an excellent client experience and supporting
our team in a busy, high-demand environment. Key Responsibilities: - Greet and
assist clients both in-person and over the phone, providing exceptional customer - Collect and verify required client information and documentation for tax preparation - Schedule and manage appointments, ensuring
smooth workflow and efficient use of office time - Answer general inquiries regarding tax
services, policies, and procedures - Maintain confidentiality and adhere to all privacy
and compliance regulations - Support office staff with administrative tasks and
paperwork as needed
