Tax Receptionist Job at Robert Half (San Diego)

New

Tax Season Assistant

Welch LLP is currently hiring for a temporary Tax Season Assistant for our Campb...

Location

Canada , Campbellford

Salary:

17.75 - 18.75 CAD / Hour

Welch

Expiration Date

Until further notice

Requirements

Experience as a receptionist or office manager
Excellent communication skills
Strong customer service focus
Strong organization skills and attention to detail
Ability to work with numbers
demonstrates accuracy
Ability to follow directions, instructions/procedures efficiently and accurately
Works well under pressure
Strong teaming skills

Job Responsibility

Sort and calculate client tax information for return preparation and processing afterwards
Process client payments of cash, cheque or POS
Printing, emailing, faxing, filing and updating/maintaining detailed tracking lists
Respond accurately and timely to partner, staff and outside requests
Call clients to let them know their returns are ready for pickup
Other responsibilities as needed

What we offer

Possibility for growth and advancement
Variety to explore different career paths
Opportunity to specialize and deepen skills
Flexibility of work-life balance
Diverse and inclusive environment
Nurturing women in leadership
Supporting surrounding communities

Parttime

New

Administrative Assistant

We are looking for a detail-oriented Administrative Assistant to support daily o...

Location

United States , Hayward

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Proven experience in administrative support, preferably within an office environment
Strong proficiency in handling inbound calls and managing client communications
Excellent organizational skills and attention to detail
Ability to perform data entry tasks with a high degree of accuracy
Experience in receptionist duties, including greeting clients and maintaining office decorum
Familiarity with compiling documents for federal tax returns is highly desirable
Strong verbal and written communication skills
Ability to multitask and manage priorities in a fast-paced environment

Job Responsibility

Providing vital clerical and administrative support to tax professionals and clients
Managing schedules and coordinating appointments
Preparing and processing documents
Handling phone and email correspondence
Maintaining confidential files
Assisting with client intake and billing

What we offer

medical
vision
dental
life and disability insurance
401(k) plan

Fulltime

Administrative Assistant

The Administrative Assistant (AA) plays a vital role in providing critical admin...

Location

United States , Bloomington

Salary:

22.00 - 24.00 USD / Hour

Boyum Barenscheer

Expiration Date

Until further notice

Requirements

Associate’s degree (A.A.) or equivalent from a two-year college or technical school and a minimum of four years of related experience or an equivalent combination of education and experience
Proficiency with Microsoft Office programs, especially Word and Outlook
Experience and knowledge of accounting software programs such as Karbon, Ultra Tax, Engagement Manger, and Go File Room preferred
Organizational skills with the ability to prioritize work assignments
Excellent written, proofreading, problem solving, and oral communication skills
Applicants must be currently authorized to work in the United States on a full-time basis
Required to sit for long periods
Extensive computer, keyboard, and mouse use
Occasionally required to lift and/or move up to 25 pounds

Job Responsibility

Processes incoming tax documents for clients by sorting and preparing files for scanning
Uses tax preparation software to conduct front-end verification of tax files
Assists with scanning and filing documents to maintain organized records
Assembles tax returns for paper or electronic distribution to clients
Sends tax returns and 1099 forms through e-file systems and follow up on acknowledgments
Assists with the preparation and distribution of engagement letters and tax organizers
Monitors due dates for client tax returns and projects, ensuring timely follow-up
Orders celebration and memorial gifts for staff and clients
Provides receptionist relief and administrative support as needed
Backs up new client setup and project setup as required

What we offer

20 days of PTO plus 9 paid holidays
Firm paid medical plans
HSA and FSA options
Dental
Vision
Nice Healthcare
401(k) with a company safe harbor contribution
access to Boyum Barenscheer Wealth Management
Identity Protection
CPA assistance and completion bonus

Fulltime

New

Administrative Assistant/Receptionist

Walz Group is a cohesive team of financial professionals and business experts in...

Location

United States , Lititz

Salary:

Not provided

Walz Group (PA)

Expiration Date

Until further notice

Requirements

Minimum of five years’ professional administrative experience in an office environment
Attention to detail and solid organization skills
Good time management skills and ability to prioritize
Ability to work under pressure
Strong verbal and written communication skills
Familiarity with Microsoft Office Suite of software, most notably Outlook, Word, and Excel
Professional etiquette
A warm, people-centric personality
Customer-service focus

Job Responsibility

Letter and financial statement preparation
Assist with monthly billing
Assist with processing tax returns
Maintaining our digital filing system
Maintaining our client database
Greeting and welcoming clients
Answering and distributing incoming calls
Receiving and sorting mail
Other administrative and clerical support as needed

What we offer

Competitive salary
Generous paid holidays, vacation, and sick time
Excellent medical, dental and vision coverage
Life insurance
Short-term and long-term disability insurance
401(k) plan, match and profit sharing
Opportunity for growth and development
A fun and engaging team to work with

Fulltime

New

Administrative Assistant

We are looking for a detail-oriented Administrative Assistant to join our team i...

Location

United States , Birmingham, Michigan

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Possess excellent communication and customer service skills to interact effectively with clients and team members
Demonstrate proficiency with the Microsoft Office Suite, including Word, Excel, and Outlook
Exhibit the ability to work independently while quickly adapting to new tasks and systems
Show strong attention to detail to ensure accuracy in all administrative responsibilities
Have a minimum of 3 years of experience as an Administrative Assistant
Display familiarity with handling multi-line phone systems and data entry processes

Job Responsibility

Assist with entering and packaging tax returns to ensure accuracy and timely completion
Scan and organize documents into the system for efficient access and record-keeping
Manage office supplies by tracking inventory, ordering items, and restocking kitchen supplies
Coordinate lunch orders for office events such as lunch-and-learns
Cover receptionist duties during breaks and lunches, including greeting visitors and answering calls
Support onboarding processes for new hires and handle additional administrative tasks as assigned

What we offer

medical, vision, dental, and life and disability insurance
eligible to enroll in our company 401(k) plan

New

Administrative Assistant

We are looking for a detail-oriented Administrative Assistant to join our team i...

Location

United States , Cooper City, Florida

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Proven experience in administrative assistance or related roles
Strong skills in managing financial data and supporting commercial lending processes
Proficiency in data entry and maintaining organized records
Ability to handle receptionist duties and answer inbound calls professionally
Familiarity with retrieving and uploading documents via vendor portals
Excellent organizational and multitasking abilities
Effective communication skills to handle member outreach and follow-ups

Job Responsibility

Organize and scan documents to ensure accurate and efficient file management
Coordinate the retrieval and request of financial documents, including tax returns, balance sheets, profit and loss statements, and bank statements
Conduct outreach to members as needed to support administrative processes
Track and follow up on post-loan closing requirements, such as recorded documents
Utilize third-party vendor portals to upload and retrieve necessary files
Support daily administrative operations to ensure seamless workflow
Respond to inbound calls and provide thorough assistance to inquiries
Maintain accurate data entry and document records for financial and lending activities
Assist with receptionist duties, including greeting visitors and managing correspondence

What we offer

medical, vision, dental, and life and disability insurance
eligible to enroll in our company 401(k) plan

New

Front Desk Coordinator

We are looking for a Front Desk Coordinator to join our team in Pocasset, Massac...

Location

United States , Pocasset

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Previous experience as a receptionist or in front desk coordination is required
Familiarity with CPA-related tasks and processes is advantageous
Strong organizational skills with attention to detail
Excellent communication and interpersonal abilities
Proficiency in using office equipment and software
Ability to multitask and prioritize tasks effectively
Comfort working in a fast-paced environment, especially during tax season
High level of professionalism and customer service orientation

Job Responsibility

Greet and assist visitors in a detail-oriented and welcoming manner
Manage incoming calls, emails, and correspondence efficiently
Handle filing and document organization to ensure accurate record-keeping
Coordinate scheduling and appointments to optimize office operations
Support the team with administrative tasks, including data entry and document preparation
Ensure the front desk area remains organized and presentable at all times
Collaborate with team members to address client inquiries and provide excellent customer service
Assist with CPA-related tasks during tax season
Monitor office supplies and place orders when necessary

What we offer

medical, vision, dental, and life and disability insurance
eligible to enroll in our company 401(k) plan

New

Receptionist

We are looking for a detail-oriented and organized Receptionist to join our team...

Location

United States , Westerville, Ohio

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Previous experience in receptionist or front desk roles
Proficiency in managing multi-line phone systems and directing calls
Strong organizational abilities to handle document workflows and client communications
Excellent verbal and written communication skills
Ability to multitask and prioritize responsibilities effectively
Familiarity with basic administrative procedures and office equipment
Detail-oriented approach and customer service skills
Availability for part-time hours as required by the contract position

Job Responsibility

Greet and assist guests as they arrive at the office, providing a friendly and helpful presence
Coordinate the collection and processing of tax forms, ensuring all documentation is properly handled
Notify clients when tasks are completed, schedule pick-up times, and provide necessary updates
Facilitate the distribution and retrieval process of tax-related documents
Answer incoming calls on a multi-line phone system, directing inquiries and messages appropriately
Maintain the reception area, ensuring it is clean and organized
Provide support to office staff by managing administrative tasks as needed
Respond to client inquiries with accuracy and attention to detail
Track and organize client interactions and documentation efficiently

What we offer

medical, vision, dental, and life and disability insurance
eligible to enroll in our company 401(k) plan

Parttime

Tax Receptionist

Robert Half

Location:
United States , San Diego

Category:
Office Administration

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
January 04, 2026

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