Hawkins & Hawkins, Inc. - Tax Assistant / Customer Service Representative: Work Experience and Transitional Job
- businessservices7
- Jun 18
- 2 min read
Location | Education Required | Hours | Experience Required | # of Openings | Salary |
|---|---|---|---|---|---|
23591 El Toro Road, Ste 260 Lake Forest, CA 92630 | None | Part-time | None | 5 | $17/hour |
JUSTICE INVOLVED:
Yes
AGE REQUIREMENT:
18+
“Individuals with Disabilities Encourages to Apply”
*Please note in the event of a permanent placement, the wage rate is not guaranteed.
Job Summary:
Hawkins and Hawkins offer a range of primary tax services, including tax preparation for individuals, small businesses, and corporations; and compliance assistance to meet the various needs of the target market. They specialize in tax preparation, including state and federal tax returns, amendments, and unfiled returns with a mission to provide comprehensive tax solutions and relieve past tax burden.
Essential Job Duties:
Greet clients in person and over the phone in a professional and welcoming manner
Manage client intake, scheduling, and documentation
Respond to client inquiries via email and phone
Assist with data entry, file organization, and document preparation
Support tax preparers with follow-ups and administrative tasks
Assist the CPA with tasks like organizing files, preparing documents for review, and client communication
Maintain confidentiality of sensitive financial information
Requirements/Qualifications:
Excellent communication and customer service skills
Reliable, organized, and proactive work ethic
Working knowledge of Microsoft Office (Word, Excel, Outlook)
Comfortable using office systems and quick to adapt to new technologies, with a strong eagerness to learn and develop new skills
Bilingual (English/Spanish) is a plus
Work Experience Skills Developed:
Customer service
Handle client intake forms and organize paperwork
Schedule appointments and maintain the office calendar
Prepare and organize documents for tax processing
Enter data and keep files up to date
Use Microsoft Office and other office software
Communicate clearly with clients and team members
Hours of Operation:
Monday - Friday: 9:00AM- 5:00PM
This opportunity is available to WIOA participants only.
To enroll in the program or inquire about services, please complete the Career Services Interest and Eligibility Assessment by scanning the QR Code or contacting OC Workforce Solutions at (866) 500-6587 or info@ocworkforcesolutions.com.
This WIOA Title I financially assisted program or activity is an equal opportunity employer/program. Auxiliary aids and services are available upon request to individuals with disabilities. If you need special assistance to participate in this program, please call (866) 500-6587. TDD/TTY users, please call the California Relay Service at (800) 735-2922 or 711. Please call 72 hours in advance to allow the OC Workforce Solutions Center to make reasonable arrangements to ensure accessibility to this program.