Prepare or assist in preparing simple to complex tax returns for individuals
Use all appropriate adjustments, deductions, and credits to keep clients taxes to a minimum
Interview clients to obtain additional information on taxable income and deductible expenses and allowances
Furnish taxpayers with sufficient information on taxable income and deductible expenses and allowances.
Check data input or verify totals on forms prepared by others to detect errors in arithmetic, data entry, or procedures
Customer scheduling and payment for services rendered
Operate office equipment such as fax machines, copiers, and phone systems, and use computers for spreadsheet, word processing, database management, and other applications.
Greet visitors or callers and handle their inquiries or direct them to the appropriate persons according to their needs.
Locate and attach appropriate files to incoming correspondence requiring replies.
Complete forms in accordance with company procedures.
Schedule and confirm appointments for clients, customers, or supervisors.
Order and dispense supplies
Conduct searches to find needed information, using such sources as the Internet.
Provide services to customers, such as order replacement or account information.
Ordering and receiving of supplies
Training of new employees
Implementing new company procedures and menus
Deposits and banking
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