Front Office Specialist

Company Description Erin Borders CPA PLLC is a professional accounting firm serving individuals and businesses with tax preparation, financial consulting, and bookkeeping services. The firm focuses on accuracy, reliability, and personalized client support to help clients navigate complex financial and tax matters. Team members work collaboratively in a small-office environment that values integrity, confidentiality, and clear communication. The firm is committed to building long-term relationships with clients through responsive service and attention to detail.Role Description This position serves as the first point of contact for clients during the busy tax season. This role supports smooth daily operations by managing client intake, coordinating the flow of tax documents, collecting payments, and ensuring completed returns are delivered accurately and professionally. The ideal candidate is warm, organized, detail‑driven, and comfortable working in a fast-paced environment where client service and confidentiality are essential.Key ResponsibilitiesClient Intake & Front Desk ManagementGreet clients warmly and maintain a welcoming, professional environment.Check clients in for appointments and manage walk-in traffic.Collect and organize incoming tax documents; verify completeness using firm checklists.Maintain accurate logs of client drop-offs, pickups, and pending items.Communication & CoordinationAnswer phones, route calls, and respond to general inquiries.Provide status updates to clients regarding return progress, missing documents, or next steps.Coordinate with tax preparers to ensure timely movement of files through the workflow.Payment Collection & Administrative SupportProcess client payments (cash, check, card) and issue receipts.Follow firm procedures for invoicing, payment posting, and daily reconciliation.Assist with basic administrative tasks such as scanning, filing, and updating client records.Return Delivery & Quality AssurancePrepare completed tax return packets for client pickup or secure electronic delivery.Review packets for accuracy, required signatures, and proper documentation.Ensure clients understand the pickup process and required follow-up actions.QualificationsStrong customer-facing skills, including Customer Service and Receptionist Duties.Proficient Phone Etiquette and clear, professional Communication skills.Experience with Appointment Scheduling and calendar management.Basic office administration skills, such as filing, data entry, and handling mail.Comfort working in a confidential environment and handling sensitive financial information.Ability to work full-time on-site in Shelby, NC, from December thru April with reliable punctuality and time management.Familiarity with office software (e.g., email, word processing, spreadsheets); experience in an accounting or professional services office is a plus.High school diploma or equivalent; additional coursework or experience in office administration or business is beneficial.Schedule & Employment DetailsSeasonal Full-Time: Typically, late December – April 15 (exact dates may vary).Hours: 9a – 6p Monday - Friday; frequent extended hours during peak weeks, possible Saturday mornings.Work Environment: Small-town CPA firm with a close-knit team and strong client relationships.Ideal CandidateSomeone who enjoys helping people, thrives in a structured but fast-moving environment, and brings warmth and professionalism to every client interaction. This role is central to keeping the tax season running smoothly. Background check required along with credit inquiry, business office experience a plus, three (3) unrelated references also required.