DAL Accounting & Tax LLC is seeking a reliable and professional Virtual Receptionist / Client Intake Assistant to support our growing accounting practice. In this role, you will serve as the first point of contact for clients calling the office, providing a friendly and professional experience while helping schedule consultations and collect client information.

This remote position is ideal for someone who enjoys speaking with people, is organized, and takes pride in delivering excellent client service.

Responsibilities

Answer incoming calls using a professional and courteous greeting.
Record client intake information including name, phone number, email address, and service requested.
Schedule client consultations using Google Calendar.
Maintain an organized log of incoming calls and scheduled appointments.
Escalate urgent client matters to the accountant when necessary.
Communicate clearly and professionally with clients at all times.
Maintain strict confidentiality of all client information.

Education and Experience

Education

High school diploma or equivalent required.
Additional coursework in business administration, office administration, or a related field is a plus but not required.

Experience

At least 1 year of experience in a receptionist, administrative assistant, customer service, or similar client-facing role.
Experience answering business phone calls and managing appointments preferred.
Experience working in a professional services office such as accounting, tax, legal, or medical is an advantage but not required.

Skills

Strong verbal communication and professional phone etiquette
Ability to organize information accurately and maintain records
Comfortable using common office tools and scheduling systems
Ability to work independently in a remote environment
Strong attention to detail and ability to maintain confidentiality

Tools Used

You will work with the following tools:

RingCentral for answering and managing client calls
Google Workspace for scheduling appointments and communication
Spreadsheets for maintaining client intake records and call logs

Training will be provided on all systems used in this role.

Schedule

This is a part-time remote position.

Monday – Friday
Approximately 25 hours per week

Typical working hours:
8:30 AM – 1:30 PM Eastern Time (ET)

Applicants must be available during U.S. Eastern Time business hours.

Compensation

Hourly rate: $17 – $20 per hour, depending on experience.

This position is paid on an hourly basis for approximately 25 hours per week.

Training will be provided to ensure familiarity with our systems and processes.

Contract Terms

This position will begin as a 3-month contract. Continued engagement may be offered based on performance and business needs.

Work Environment

This is a fully remote position. Applicants must have:

A reliable internet connection
A quiet workspace suitable for handling professional client calls
The ability to maintain confidentiality of client information

Application Instructions

To apply, please submit your resume along with a brief message describing your experience with customer service, receptionist, or administrative support roles.

Please include your availability to work Monday through Friday during Eastern Time business hours.

Pay: $17.00 - $20.00 per hour

Experience:

receptionist, administrative assistant or customer service: 1 year (Preferred)

Ability to Commute:

Remote (Preferred)

Work Location: Remote

DAL Accounting & Tax LLC

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Virtual Receptionist / Client Intake Assistant