Front Office Coordinator

About Us

Preferred Financial Solutions is a trusted, family-owned tax preparation and bookkeeping business with over 35 years of experience serving our clients and community. We take pride in delivering personalized and professional services. We are looking for an Front Office Coordinator who shares our commitment. If you are organized, personable and thrive in a professional environments, we would love to meet you!

Job Description

As the Front Office Coordinator, you will be the first point of contact for our clients and a cornerstone of our day-to-day operations. You will handle incoming calls, manage client scheduling, maintain organized / confidential client files, and process document packets with accuracy. We are looking for someone dependable, detail-oriented, and composed under pressure, especially during the high-volume demands of tax season.

• All new hires must complete a 90-day probationary period — a time for you to get comfortable in the role and for us to set you up for long-term success.

COMPENSATION & BENEFITS

• Starting pay: $21.00 – $25.00 per hour, based on experience
• Paid sick leave in accordance with New Jersey’s Earned Sick Leave Law
• One (1) week of paid vacation after the first year of employment
• On-site training provided to maintain state and federal compliance
• Opportunity to learn and grow within the tax preparation field

SCHEDULE & HOURS

• This is a 28–40 hour per week position with flexible scheduling available outside of tax season.
• During our busy tax season (January through April), hours typically increase to 40–45 hours per week.

KEY RESPONSIBILITIES

• Answer incoming phone calls promptly and professionally, respond to client inquiries, and direct calls to the appropriate team member
• Schedule, confirm, and manage client appointments, ensuring an organized and efficient calendar
• Maintain and organize client files containing personally identifiable information (PII), ensuring proper handling, storage, and confidentiality at all times
• Receive, review, and process client document packets accurately, ensuring all required materials are complete and properly organized for the team
• Utilize Microsoft Office applications and office equipment, including scanners and printers, to process and manage client documents

MINIMUM QUALIFICATIONS

• High school diploma or equivalent
• Strong organizational skills with the ability to multitask in a fast-paced environment
• Proficiency in Microsoft Office applications (Word, Excel, Outlook)
• Excellent verbal and written communication skills
• Professional, client-focused demeanor with a high standard of discretion

PREFERRED QUALIFICATIONS

• The following are not required, but candidates with these qualifications will be given priority consideration and may qualify for a higher starting rate:
  • Prior experience in a professional office or client-facing administrative role
  • Experience handling sensitive or confidential records and documents
  • Familiarity with scheduling or practice management software

Preferred Financial Solutions is an equal opportunity employer. We look forward to hearing from you.