Tax Receptionist
Capital Communications FCU - Albany, NY

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DESCRIPTION

CAP COM Financial Services (CCFS), a subsidiary of CAP COM Federal Credit Union, voted a Best Place to Work by The Business Review for nine years running, is currently seeking a Seasonal Tax Receptionist for the 2013 Tax Season. This is a full time position beginning in January and ending at the close of tax season in April.

The Tax Receptionist will serve as the "Director of First Impressions" for the CCFS tax team and is responsible for greeting all visitors including members, clients, and other guests.

DUTIES

Key Job Functions:
  • Assist the tax team by scheduling appointments, updating calendars in Goldmine Contact Software, maintaining data on all client interactions;
  • Follow up with clients regarding appointments, important tax documents, and other necessary correspondence;
  • Log tax preparation documents as received and start Tax Prep Checklist;
  • Maintain confidential client files making sure that they are current and in order;
  • Photocopy documents, open and distribute mail;
  • Complete other duties and special projects as assigned.
QUALIFICATIONS

Minimum Qualifications:
  • High School diploma and 1 - 3 years of related experience;
  • Proficient in Microsoft Word and Excel;
  • Excellent communication skills - verbal, written and auditory;
  • Strong interpersonal/customer service skills;
  • Flexibility in work schedule in accordance with business needs;
  • Ability to organize and prioritize work and change directions as needed.
If you meet the above qualifications and would like to be considered for this position, please send your resume, with a cover letter & salary requirements to:

Online: jobscapcomfcu.org
By Mail: Human Resources
Capital Communications Federal Credit Union
18 Computer Drive East
Albany, NY 12205
By Fax: (518) 458-7718 Attn: Human Resources

We are proud to be an equal opportunity employer. M/F/D/V

Key Job Functions:
  • Assist the tax team by scheduling appointments, updating calendars in Goldmine Contact Software, maintaining data on all client interactions;
  • Follow up with clients regarding appointments, important tax documents, and other necessary correspondence;
  • Log tax preparation documents as received and start Tax Prep Checklist;
  • Maintain confidential client files making sure that they are current and in order;
  • Photocopy documents, open and distribute mail;
  • Complete other duties and special projects as assigned.

Capital Communications FCU - 18 months ago - save job - block