Ala Moana Pacific Center, Kapiolani Boulevard, Honolulu, HI, USA
Pacific Financial Navigators LLC
- Scanning/organizing client provided documents
- Printing completed tax returns in paper and PDF formats
- Checking output on prepared tax returns for accuracy
- Communicate with clients regarding forms/information needed to complete their tax returns
- Assist clients with the utilization of our secure portal
- Answer phone calls, set appointments
- Process incoming and outgoing mail
- Assist with other administrative tasks as needed
Personality traits: We are looking for a knowledgeable, energetic, detail oriented team member. Good communication skills and resiliency are important to this role. Eager to take initiative with good problem solving and critical thinking skills.
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