Tax Receptionist Job at Robert Half (San Diego)

Tax Admin

We are looking for a detail-oriented Tax Admin to join our team on a contract ba...

Location

United States , Glendale

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

At least 1 year of experience in receptionist or administrative roles
Proficiency in handling multi-line phone systems and inbound calls
Familiarity with tax forms and related documentation
Strong organizational and time-management abilities
Excellent interpersonal and communication skills
Ability to maintain confidentiality and manage sensitive information
Experience with general office equipment such as scanners and copiers
Attention to detail and accuracy in administrative tasks

Job Responsibility

Welcome clients and visitors with a friendly and attentive demeanor
Manage appointment scheduling and oversee the front desk calendar
Assist in preparing tax documents and organizing client packets
Handle document scanning, copying, and filing tasks, both physical and electronic
Ensure sensitive client records are securely maintained and confidential
Sort and distribute mail and incoming deliveries
Provide administrative support to accountants and other office staff
Keep reception and common areas tidy and organized at all times

What we offer

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

Part-Time Administrative Assistant

We are looking for a dedicated Part-Time Administrative Assistant to join our te...

Location

United States , Westport

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

A minimum of 3 years of experience in administrative or receptionist roles
Proficiency in Microsoft Office 365, including Outlook, Word, Excel, and Adobe Acrobat
Strong organizational skills with the ability to multitask and prioritize effectively
Excellent communication skills and a friendly demeanor for client-facing interactions
Attention to detail and accuracy in handling sensitive financial documents
Ability to work in a deadline-driven environment with a calm and detail-oriented approach
Knowledge of clerical processes and filing systems to ensure office efficiency

Job Responsibility

Coordinate and schedule appointments efficiently to support client needs
Serve as the main point of contact for client interactions, ensuring excellent communication and customer service
Scan and organize tax documents and client files to facilitate tax preparation processes
Prepare, print, and assemble tax returns while maintaining accuracy and attention to detail
Handle the mailing of important paperwork to clients and ensure proper record-keeping in client portals
Utilize software programs and technology tools such as scanners and computers to streamline operations
Maintain filing systems to ensure easy access to records and documents
Assist with general receptionist duties, including answering inbound calls and managing inquiries
Collaborate with team members to ensure deadlines are met during busy periods
Support other administrative tasks as needed to enhance office efficiency

What we offer

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

Parttime

Receptionist

Robert Half is partnering with a reputable tax firm to identify a professional a...

Location

United States , San Diego

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Previous receptionist, front desk, or administrative experience preferred
Strong customer service and communication skills
Comfortable handling a high volume of calls and in-person traffic
Proficiency with basic office technology (phones, email, scheduling systems, Microsoft Office)
Ability to multitask, prioritize, and remain calm during peak workload periods
Professional demeanor and strong attention to detail

Job Responsibility

Greet clients and visitors in a professional and welcoming manner
Answer and route incoming phone calls promptly and accurately
Schedule, confirm, and manage client appointments for tax preparers
Assist with client intake, including collecting documentation and verifying required forms
Maintain front desk organization and ensure a clean, professional office environment
Support administrative tasks such as data entry, scanning, copying, and filing
Coordinate mail, document drop-offs, and pickups
Communicate effectively with tax staff regarding client arrivals and scheduling updates
Maintain confidentiality of sensitive client and financial information at all times

What we offer

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

Administrative Assistant

We are seeking a detail-oriented Administrative Assistant to join our team on a ...

Location

United States , Lakeville

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Proven experience in administrative or receptionist roles, preferably in a tax consulting environment
Proficiency in scheduling appointments and managing calendars
Strong attention to detail, particularly in proofreading and reviewing documents
Familiarity with QuickBooks and the ability to navigate client-provided files
Familiarity with Microsoft Excel, including sorting and organizing data
Competence in using Microsoft Outlook for email and scheduling purposes
Excellent organizational and communication skills
Ability to provide exceptional customer service in an environment that requires attention to detail

Job Responsibility

Greet clients upon arrival and provide exceptional customer service to ensure a positive experience
Schedule and manage appointments using calendar tools, ensuring accuracy and timeliness
Review and proofread completed tax forms for errors and discrepancies
Assemble and organize final tax documents, ensuring all required materials are included
Perform data entry tasks in Excel, utilizing sorting functions for efficiency
Navigate and process QuickBooks files provided by clients, including printing necessary documentation
Maintain accurate and organized filing systems for office records and documents
Assist with general administrative tasks such as answering calls and responding to emails
Utilize Outlook for managing communications and scheduling
Support front office operations with attention to detail

What we offer

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

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 skilled Administrative Assistant to join our team in Calaba...

Location

United States , Calabasas

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

At least 5 years of experience in administrative roles, preferably in tax or financial services
Proficiency in tax software systems such as Lacerte, ProSeries, Drake, or UltraTax
Strong organizational and time management skills to effectively track deadlines and workflows
Excellent communication abilities for coordinating with clients and team members
High level of discretion and professionalism in handling confidential financial information
Familiarity with preparing tax-related documents and managing correspondence
Ability to assist with data entry, receptionist duties, and other administrative tasks

Job Responsibility

Oversee the workflow of tax engagements and monitor deadlines to ensure timely submissions
Prepare and assemble tax returns for individuals, corporations, partnerships, and trusts for review
Process electronic filing submissions and track acknowledgments effectively
Gather, organize, and scan client tax documents, including W-2s, 1099s, and K-1s
Maintain accurate client records within tax software applications such as Lacerte, ProSeries, Drake, and UltraTax
Communicate with clients to obtain missing information and secure necessary signatures
Draft engagement letters, invoices, and assist with billing-related tasks
Monitor the delivery of tax organizers and follow up with clients as needed
Manage correspondence with relevant organizations and state agencies, including notices and transcripts
Provide administrative and project-based support to tax preparers and CPAs

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 o...

Location

United States , Phoenix

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Previous experience in administrative roles, preferably in an office environment that values attention to detail
Proficient in handling inbound calls and providing excellent customer service
Strong organizational skills with attention to detail and accuracy in data entry
Familiarity with receptionist duties, including greeting clients and managing front desk operations
Basic knowledge of income tax return procedures is preferred
Ability to multitask and prioritize tasks in a fast-paced environment
Excellent written and verbal communication skills
Proficiency in office software, such as Microsoft Office Suite

Job Responsibility

Provide administrative support, including managing schedules, maintaining records, and handling correspondence
Answer incoming calls in a courteous manner and direct inquiries to the appropriate team members
Perform accurate data entry tasks to maintain up-to-date and organized records
Assist with receptionist duties, such as greeting visitors and maintaining a welcoming office environment
Support the preparation and filing of income tax returns by organizing and reviewing relevant documentation
Coordinate office activities to ensure efficiency and compliance with company policies
Manage multiple priorities effectively while meeting deadlines
Collaborate with team members to support various administrative projects as needed

What we offer

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

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

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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