NC Business Group · 1 day ago
Seasonal Tax Intake & Front Office Coordinator
Auburn, CA
Full-time
Onsite
New Grad, Entry Level
$20/hr - $22/hrNC Business Group is seeking a reliable, detail-oriented Seasonal Tax Intake & Front Office Coordinator to support their tax team during the busy season. This client-facing role focuses on document intake, workflow coordination, and ensuring tax returns are fully ready before being assigned to preparers.
Accounting
Hiring Manager
Nicole Jones, SHRM-CP
Responsibilities
Greet clients and manage in-office document drop-offs
Scan client documents immediately while clients wait (no document storage)
Assist clients with SmartVault access and uploads
Send daily morning emails to clients who are in the process of uploading documents, requesting confirmation when uploads are complete
Follow up with clients for missing or incomplete documents using provided scripts
Upload and organize documents in SmartVault and ProConnect
Verify document completeness before a return is added to the FIFO (prep-ready) list
Confirm and document items that are appropriately missing
Assign prep-ready tax returns to tax preparers based on established complexity guidelines
Track and follow up on outstanding DocuSign requests
Print and prepare physical copies of tax returns for clients who request them
Coordinate client pickup of printed returns
Answer and route incoming phone calls appropriately
Maintain a professional, calm, and helpful front-office presence
Qualification
Required
Reliable and detail-oriented
Client-facing experience
Ability to manage document intake and workflow coordination
Experience with document management systems (e.g., SmartVault, ProConnect)
Strong communication skills for client interaction
Ability to follow up with clients for missing or incomplete documents
Organizational skills to upload and organize documents
Ability to verify document completeness
Experience in a front office or customer service role
Ability to maintain a professional demeanor in a busy environment
Company
NC Business Group
We don’t just fix finances—we restore peace.
Founded in 2010
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase