Client Service Professional

Client Service Professional Flexible schedule, so between 10-35 hours/week Job Description Greet clients warmly and create a welcoming, professional first impression as the face of the office Answer phone calls, schedule appointments, and match clients with the right tax professional based on their needs Manage client check-in and intake processes, including scanning and organizing documents Maintain office organization and cleanliness to support a smooth, professional client experience Collaborate with tax professionals and team members to ensure seamless daily operations Handle sensitive client information with confidentiality, discretion, and care Qualifications & Requirements Education: High school diploma, GED, or equivalent. Experience: Generally, 1+ years of customer service, front-desk, hospitality, or administrative experience. Tech Skills: Comfortable using computers, Microsoft Office (Word, Excel, Outlook, Teams), and internal scheduling or digital tools. Availability: Typically, a seasonal, in-person role requiring flexibility to work evenings and weekends during peak tax season. Locations in East Brunswick, Old Bridge, Marlboro, Hazlet, Cliffwood, Middletown, Red Bank, Eatontown, Long Branch, Freehold, Ocean, Neptune, Wall, Point Pleasant, Brick x 2, Howell, Lakewood x 2, Toms River x 2, Jackson, Manchester, Browns Mills, Whiting, Bayville, Lanoka Harbor, Barnegat, Manahawkin, Tuckerton, Egg Harbor, Somers Point, Ocean City **Background check