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Monotelo Advisors Inc · 3 months ago

Tax Season Receptionist

elgin, IL 60123

Full-time

Onsite

Entry Level

$18/hr - $25/hr

1+ years exp

Monotelo Advisors Inc is focused on providing expert financial guidance and strategic insights to empower client growth. They are seeking a Tax Season Receptionist to serve as the first point of contact for clients, support administrative workflows, and assist with bookkeeping and payroll functions during tax season.

AdviceFinancial ServicesRetirementWealth Management

Responsibilities

Greet clients and visitors warmly and professionally

Answer phones, route calls, and handle basic client inquiries

Schedule meetings for tax and planning staff

Prepare and maintain client folders and meeting materials

Print, scan, and organize client documents

Upload files to internal systems and ensure proper tagging and storage

Assist with document collection and follow-up during tax season

Learn and work with tools used in tax preparation and financial planning

Support staff with administrative tasks tied to client deliverables

Assist with onboarding new clients and organizing intake materials

Maintain a high level of organization and attention to detail across all tasks

Communicate clearly and professionally with clients and team members

Adapt quickly to changing priorities and seasonal demands

Demonstrate initiative and a willingness to learn new systems and processes

Stay composed and productive in a fast-paced, sometimes high-pressure environment

Qualification

Administrative experienceTaxAccounting experienceOrganizational skillsTime management skillsCommunication skillsMultitaskingClient-first mindsetAdaptabilityTeamwork