Isley, Curry & Howerton · 23 hours ago
Administrator
Liberty, MO
Full-time
Onsite
New Grad, Entry LevelIsley, Curry & Howerton is seeking a friendly, organized, and tech-savvy professional to serve as the first point of contact for clients during tax season. This seasonal role is essential for delivering a welcoming client experience while supporting daily office operations.
AccountingAdvertisingFinanceTax Preparation
Responsibilities
Greet clients and visitors warmly in the office and over the phone
Manage incoming calls and office email correspondence using Outlook
Assist clients via phone, Zoom, or Microsoft Teams with professionalism and a friendly demeanor
Maintain a polished, organized, and welcoming front office environment
Help clients obtain electronic and in-person signatures on tax returns
Clearly explain office procedures, e-filing processes, and authorization forms
Act as a liaison between clients and accountants
Obtain and track client information needed for tax preparation, guiding clients through submission steps (and explaining as needed)
Manage calendars and schedule client appointments once approved
Enter data into tax software and maintain accurate client records in our CRM (TaxDome)
Collaborate with team members to support efficient operations and excellent client service
Learn and adapt quickly to new software and technology
Qualification
Required
Friendly, organized, and tech-savvy professional
Serve as the first point of contact for clients during tax season
Greet clients and visitors warmly in the office and over the phone
Manage incoming calls and office email correspondence using Outlook
Assist clients via phone, Zoom, or Microsoft Teams with professionalism and a friendly demeanor
Maintain a polished, organized, and welcoming front office environment
Help clients obtain electronic and in-person signatures on tax returns
Clearly explain office procedures, e-filing processes, and authorization forms
Act as a liaison between clients and accountants
Obtain and track client information needed for tax preparation, guiding clients through submission steps
Manage calendars and schedule client appointments once approved
Enter data into tax software and maintain accurate client records in our CRM (TaxDome)
Collaborate with team members to support efficient operations and excellent client service
Learn and adapt quickly to new software and technology
Tech-savvy with experience using Microsoft Office and Excel
Comfortable learning new software with confidence
Strong communication skills—both written and verbal
Detail-oriented, organized, and client-focused
Ability to successfully pass a background and credit check
Company
Isley, Curry & Howerton
Isley, Curry & Howerton is an accounting firm that offers tax preparation and financial advisory services.
Founded in 1979
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase