Intake Coordinator

Overview
Join our dynamic tax firm team as an Intake Coordinator, where your organizational skills and compassionate approach will be vital in welcoming clients and ensuring a smooth entry into our tax services. In this role, you will serve as the first point of contact, managing client intake processes with enthusiasm and professionalism. Your efforts will directly contribute to delivering exceptional client experiences and supporting our team’s efficiency. This paid position offers an exciting opportunity to grow within a supportive firm environment dedicated to excellence.

Responsibilities

Greet clients warmly and verify their appointment details, ensuring accurate data collection for client records

Collect and review client information, including financial details, personal history, and consent forms

Schedule appointments and coordinate with tax professionals to optimize daily client flow

Maintain organized and up-to-date client files in compliance with privacy regulations

Assist with answering phone inquiries, providing clear information about services and appointment procedures

Support administrative tasks such as data entry, filing, and document management

Collaborate with staff to facilitate seamless communication between clients and professionals Experience

Prior experience working in an office setting or professional environment is highly preferred

Strong knowledge of relevant terminology to accurately interpret client information and documentation

Proven ability to provide excellent customer service in a fast-paced office environment

Familiarity with administrative support tasks such as scheduling, data entry, and record keeping

Experience working in a specialized office is a plus

Competence in handling sensitive information with confidentiality and professionalism This role is perfect for motivated individuals eager to make a positive impact on client care through efficient administrative support. If you thrive in organized environments and enjoy helping others navigate their financial journey, we encourage you to apply!

Pay: From $18.00 per hour

Benefits:

• Flexible schedule
• Opportunities for advancement
• Paid training
• Professional development assistance

Work Location: Hybrid remote in Claremont, NH 03743