About Us:

We are a client-focused, professional tax and advisory firm committed to providing outstanding service and trusted financial guidance. We pride ourselves on maintaining a warm, efficient, and organized office environment where every team member plays a key role in client satisfaction.

Position Summary:

We're seeking a highly organized, personable, and proactive Client Services & Office Administrator to manage front desk operations, client communications, scheduling, and document handling. This is a full-year position with increased intensity during tax season (January-April) .

Key Responsibilities Client Reception & Communication:

Welcome clients, answer calls/emails, manage inquiries, and assist with client follow-ups and onboarding.

Appointment Scheduling:

Schedule, confirm, and manage client appointments; coordinate daily calendars and ensure smooth check-ins.

Document Management:

Organize, upload, and maintain client documents securely—both digital and physical; support tax and advisory needs.

Office Administration:

Keep the front desk and office organized, manage supplies/vendors, and support mail, recordkeeping, and team logistics.

Billing & Payments:

Process client payments, provide receipts, and support billing-related communications.

Compliance & Confidentiality:

Maintain high standards of client privacy, data security, and regulatory compliance.

Qualifications:

Prior office or front desk experience preferred, ideally in a professional services setting. Excellent communication and interpersonal skills. Fluent in English; Spanish-speaking is a plus. Strong attention to detail and ability to multitask. Comfort with digital tools and document systems (experience with TaxDome or QuickBooks a plus). Commitment to confidentiality and discretion.

Job Type:

Full-time Pay:

From $22.00 per hour

Benefits:

401(k) 3% Match Health insurance Life insurance Paid time off Vision insurance

Work Location:

In person