Edgar Law Group, LLP is seeking a full-time Front Desk Concierge & Legal Intake Specialist to support front-office operations, prospective-client intake, scheduling, client communication, document handling, and general administrative workflow.
This is an important client-facing position for someone who understands that the front desk of a law firm is not merely a reception station. It is a trust point, a communication hub, and the first point of operational control for clients, prospective clients, vendors, visitors, courts, agencies, referral sources, and members of the public.
The right person for this role will be professional, steady, discreet, detail-oriented, and highly accountable during the workday. This position requires someone who takes pride in being present, prepared, responsive, organized, and available during scheduled working hours. Because the role supports front-office coverage, legal intake, scheduling, client communication, and administrative follow-through, reliability and clear communication are essential.
This is not a passive reception role. The Front Desk Concierge & Legal Intake Specialist helps create the client’s first experience of the Firm and supports the internal flow of information needed for attorneys, tax professionals, and staff to serve clients effectively. The role requires careful listening, accurate note-taking, timely message routing, organized scheduling, appropriate document handling, and the ability to recognize when a client, prospective client, or internal team member needs prompt follow-up.
The ideal candidate will have prior experience in a law firm, professional services firm, tax office, accounting firm, or client-service office environment where confidentiality, accuracy, responsiveness, and sound judgment are required. Legal intake experience is helpful, but the most important qualities are professionalism, reliability, follow-through, attention to detail, comfort with technology, and the ability to communicate clearly and courteously with clients, prospective clients, attorneys, tax professionals, staff, vendors, and members of the public.
The Firm is looking for someone who can help protect the quality of the client experience while also supporting a more organized and disciplined front-office workflow. The successful candidate will understand that every call, message, appointment, document, and intake detail matters because each one affects the Firm’s ability to serve clients well and move matters forward efficiently.
Compensation:$20 - $23 hourly
Client-Focused & Front-Office Tasks
Manage the front-office experience of the law firm during scheduled business hoursMaintain reliable front-desk, phone, visitor, and client-service coverage throughout the workdayRemain in the office and available during business hours, except for appropriate meal and rest breaks, brief personal needs, or coordinated work-related tasks away from the front deskCommunicate clearly with the appropriate supervisor or team member before stepping away when coverage, client service, phone coverage, visitor handling, or office security may be affectedAnswer incoming calls professionally, take clear messages, and route calls and inquiries appropriatelyGreet clients, potential clients, visitors, vendors, and other guests in a courteous and professional mannerServe as an initial point of contact for potential new clients and help guide them through the Firm’s intake and consultation processSchedule consultations, confirm appointments, and help maintain accurate calendar informationFollow up with potential new clients regarding documents, engagement materials, and next steps as directedEnter and update client, potential client, contact, scheduling, and intake information in Firm systemsTrack intake communications, consultation status, follow-up items, pending engagement materials, and related front-office activityMaintain confidentiality and handle sensitive client, Firm, financial, and operational information with careCommunicate clearly with supervisors and team members regarding coverage, scheduling, client needs, task status, and workflow issuesIdentify missing information, unclear instructions, client-service issues, or administrative concerns and escalate them appropriatelyContribute to a professional, respectful, reliable, and service-oriented office environmentAdministrative Tasks
Maintain and organize the Firm’s calendars, including consultations, meetings, statutory deadlines, court appointments, tax filings, and other scheduling obligationsCoordinate with the IRS, courts, administrative agencies, vendors, and other outside parties regarding hearings, motions, appearances, deadlines, and scheduling matters as directedEnsure office systems, calendars, files, and records are organized, accurate, and up to dateManage incoming mail by sorting, date-stamping, scanning, saving, and routing it appropriatelyScan, copy, upload, name, file, organize, and retrieve documents as neededOrganize client files and sub-files so that correspondence, voicemails, emails, documents, and notes are documented accurately and maintained in an orderly systemHandle routine office correspondence, including letters, emails, thank-you notes, and other non-legal communications as directedHelp manage office communications, deliveries, supplies, conference room preparation, and other daily office needsProvide general administrative support to the Managing Partner, Operations Manager, Legal Team, Tax Team, and administrative staffAssist with post-engagement activities, file closing, and related administrative follow-up as directedAt Edgar Law Group, LLP, we delve deep into the complexities of tax law to safeguard the interests of individuals and businesses nationwide. We are a boutique law firm dedicated to delivering exceptional legal services in tax, estate planning, and business law. Our firm takes pride in delivering strategic outcomes for clients while maintaining a high-performance, team-oriented work culture.
In addition to tax issues, we handle business litigation, real estate disputes, and family law matters, offering in-depth forensic accounting services as needed. We are also proud of our success in assisting emerging enterprising professionals with business formation, guiding them through legal and tax implications to best suit their vision and business goals.
Read LessEdgar Law Group, LLP is seeking a seasoned, client-facing Tax Strategist - CPA to help lead sophisticated tax advisory, planning, compliance, and controversy work for individuals, business owners, high-net-worth clients, fiduciaries, partnerships, corporations, and other complex taxpayers.
This is not a compliance-only or back-office tax preparation role. The Firm needs a mature tax professional who can independently evaluate complex client facts, identify tax risks and opportunities, communicate directly with clients, develop practical strategies, coordinate with attorneys, and move tax matters from issue identification through recommendation, execution, and resolution.
The ideal candidate will bring strong technical tax knowledge, sound professional judgment, mature client communication skills, and the ability to operate as a strategic advisor rather than solely as a preparer or reviewer. The right person will be able to take ownership of client-facing tax issues, explain options clearly, support legal and tax strategy, and help the Firm convert sophisticated tax work into timely, well-documented, billable client service.
Compensation:$90,000 annually depending on experience
At Edgar Law Group, LLP, we delve deep into the complexities of tax law to safeguard the interests of individuals and businesses nationwide. We are a boutique law firm dedicated to delivering exceptional legal services in tax, estate planning, and business law. Our firm takes pride in delivering strategic outcomes for clients while maintaining a high-performance, team-oriented work culture.
In addition to tax issues, we handle business litigation, real estate disputes, and family law matters, offering in-depth forensic accounting services as needed. We are also proud of our success in assisting emerging enterprising professionals with business formation, guiding them through legal and tax implications to best suit their vision and business goals.
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