Front Desk & Client Scheduling Coordinator
1 Full-Time Position Available
Leiman Tax Group | Mission Valley, San Diego
“We can teach tax. We can’t teach empathy, professionalism, and a positive attitude.”
Are you the type of person who enjoys helping others, staying organized, and making someone's day a little easier?
Leiman Tax Group is looking for a Front Desk & Client Scheduling Coordinator to become the welcoming face of our office. This is a fast-paced position where no two days are the same. You'll be the first impression for our clients while helping keep our office organized and running efficiently.
Tax experience is not required. We'll teach you everything you need to know. We're looking for someone with a positive attitude, exceptional customer service skills, strong attention to detail, and a genuine desire to help people.
What You'll Do:
As our Front Desk & Client Scheduling Coordinator, you will:
- Greet every client with a warm, professional, and welcoming attitude
- Answer a high volume of incoming phone calls
- Schedule, reschedule, and confirm client appointments
- Take clear, accurate, and detailed phone messages
- Check clients in for appointments and notify staff of arrivals
- Monitor and respond to office emails
- Monitor RingCentral and other office communication systems
- Assist clients with basic questions and direct them to the appropriate team member
- Scan, upload, and organize client documents
- Receive and distribute incoming mail and deliveries
- Keep the reception area neat, clean, and welcoming throughout the day
- Assist with administrative and office projects as needed
- Support the tax team during our busy tax season
- Help maintain a positive experience for every client who contacts or visits our office
Who We're Looking For
You may be a great fit if you are:
- Friendly and genuinely enjoy working with people
- Professional in both appearance and communication
- Extremely organized and detail-oriented
- Dependable and punctual
- Able to multitask while staying calm under pressure
- Comfortable answering phones throughout the day
- Confident using computers and learning new software
- A quick learner who enjoys taking initiative
- Able to work independently without constant supervision
- Someone who takes pride in keeping an office organized and running efficiently
- Works collaboratively
Experience
Experience in any of the following is helpful, but not required:
- Sales
- Reception
- Customer service
- Scheduling
- Administrative support
- Medical or professional office
- Hospitality
Schedule:
Full-Time
Typical Office Hours
- Monday – Friday
- Daytime business hours
Tax Season (February through April)
- Monday – Friday
- Some Saturdays required during tax season
Why Work at Leiman Tax Group?
We're a locally owned tax and business advisory firm that has proudly served San Diego for over 35 years. We believe our clients deserve exceptional service, and that starts with exceptional people.
At Leiman Tax Group, you'll find:
- A supportive team environment
- Paid training
- Opportunities to learn and grow professionally
- A positive workplace culture
- A career, not just a job
We value integrity, professionalism, teamwork, and treating every client like family.
If you enjoy helping people, staying organized, and being an important part of a team, we'd love to hear from you.
Position Available: 1 Full-Time Front Desk & Client Scheduling Coordinator
Preferred Skills
- Excellent verbal and written communication
- Strong organizational and time-management skills
- Comfortable with Microsoft Office and Outlook
- Ability to learn new software quickly (TaxDome, RingCentral, Drake Tax)
- Professional phone etiquette
- Accurate data entry and attention to detail
- Ability to maintain confidentiality with sensitive client information
- Works well with others
Job Type: Full-time
Pay: From $20.00 per hour
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Education:
- High school or equivalent (Required)
Experience:
- Receptionist: 2 years (Required)
Work Location: In person
