Tax Season Receptionist at Monotelo Advisors

Benefits:

• Paid time off
• 401(k)
• 401(k) matching
• Free food & snacks
• Opportunity for advancement
• Profit sharing
• Training & development

Seasonal Position December through May 1st

Overview
We are looking for a flexible, organized, and eager-to-learn individual to join our team as a Front Desk Administrator. This in-office role is central to our client experience and internal operations, offering exposure to a wide variety of tax and financial planning tools and tasks. Youll be the first point of contact for clients, support key administrative workflows, and assist with light bookkeeping and payroll functions.

Key Responsibilities
Client Interaction & Office Support

• Greet clients and visitors warmly and professionally.
• Answer phones, route calls, and handle basic client inquiries.
• Schedule meetings for tax and planning staff.
• Prepare and maintain client folders and meeting materials.

Document Management

• Print, scan, and organize client documents.
• Upload files to internal systems and ensure proper tagging and storage.
• Assist with document collection and follow-up during tax season.

Exposure to Tax & Planning Tools

• Learn and work with tools used in tax preparation and financial planning.
• Support staff with administrative tasks tied to client deliverables.
• Assist with onboarding new clients and organizing intake materials.

Performance Expectations

• Maintain a high level of organization and attention to detail across all tasks.
• Communicate clearly and professionally with clients and team members.
• Adapt quickly to changing priorities and seasonal demands.
• Demonstrate initiative and a willingness to learn new systems and processes.
• Stay composed and productive in a fast-paced, sometimes high-pressure environment.

Qualifications

• Minimum of 1 year of administrative experience in a professional setting.
• At least 1 year of experience in a tax or accounting environment.
• Strong organizational and time management skills.
• Comfortable with technology and open to learning new software tools.
• Excellent verbal and written communication skills.
• Ability to multitask and remain calm under pressure.

Ideal Candidate Profile

• Friendly and professional demeanor with a client-first mindset.
• Curious and eager to learn about tax and financial planning workflows.
• Flexible and resourcefulable to pivot between tasks and stay composed under pressure.
• Thrives in a structured environment but can handle ambiguity when needed.
• Values teamwork and takes pride in supporting others.

Time Frame

Our Mission and Values
At Monotelo, our mission is to serve our clients with expert financial guidance and strategic insights to empower their growth and long-term success. We are driven by the belief that everyone deserves the opportunity to thrive.

Our core values guide everything we do:

• People Matter: We prioritize the well-being and development of our team members and clients.
• Results Matter: We are committed to delivering high-quality results that drive success.
• Contribute: We believe in giving back to our community and making a positive impact.
• Do the Right Thing: We uphold the highest standards of integrity and ethics in all our actions.
• Do What You Say: We value accountability and reliability, ensuring that we follow through on our commitments.