Receptionist

Jacobson Lawrence & Company

. Set up new clients in the firm's tax system and maintain accurate client records .

Posted 11/2/2026full-timeSeattle • Washington • United StatesMid-LevelSenior💰 $18 - $22 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates proficiency in managing client records and tax data, utilizing QuickBooks and Microsoft Excel for financial reporting and analysis. Capable of supporting tax leadership through effective communication, project tracking, and deadline management.

Highest-signal resume keywords

QuickBooks ProficiencyAdvanced Microsoft Excel SkillsTax Preparation ExperienceClient Communication SkillsProject Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Tax Data EntryClient Record ManagementFinancial Statement UnderstandingTax Return PreparationData Accuracy Verification

Soft Skills

Excellent Oral CommunicationExcellent Written CommunicationProblem-Solving InitiativeTeam CollaborationAdaptability to Shifting Priorities

Tools & Technologies

QuickBooksQuickBooks OnlineMicrosoft OfficeProConnect Tax Software

Certifications & Qualifications

QuickBooks Certification

Industry Keywords

Tax System ManagementClient Document OrganizationProject TrackingWorkflow StreamliningDeadline Management

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

High school diploma or higher
3-5 years progressively responsible experience in an administrative field
General understanding of basic tax returns and financial statements
Proficient in Microsoft Office with advanced Excel skills
Experience using QuickBooks
Excellent oral and written communication skills
Ability to manage multiple or shifting timelines and priorities
Ability to use independent judgment and initiative to solve problems and manage projects
Experience supporting a leadership team
QuickBooks or QuickBooks Online certification is a plus
Previous tax preparation experience is a plus
Experience using ProConnect Tax software is a plus