Jacobson Lawrence & Company

Receptionist

• Set up new clients in the firm's tax system and maintain accurate client records
• Track, organize, and disseminate client documents to the tax preparation team
• Manage digital and physical filing systems
• Prepare and file client tax extensions
• Compile information required for tax return preparation
• Restore and maintain QuickBooks files and verify data accuracy
• Coordinate with tax staff to ensure information and documents are complete before deadlines
• Perform basic tax data entry
• Serve as the primary point of contact for tax clients
• Respond to client inquiries and requests and provide status updates
• Support tax leadership with scheduling, project tracking, and report preparation
• Manage deadlines, prioritize tasks, and adapt to shifting workloads
• Use QuickBooks or QuickBooks Online to manage and reconcile client financial data
• Generate and analyze Microsoft Excel reports
• Assist with accuracy and consistency of financial and tax data across systems
• Collaborate across departments to streamline workflows and improve efficiency
• Participate in internal meetings about workload, deadlines, and process enhancements
• Contribute to a positive, team-oriented work environment

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Receptionist