Job DescriptionJob Description
Elevate the Client Experience
We’re a growing tax and advisory firm seeking a polished, service-driven professional to lead the client experience from the very first interaction. This is more than a traditional front desk or administrative role—you’ll play a key part in creating a seamless, professional, and welcoming experience for every client.
If you thrive in a fast-paced environment, enjoy building relationships, and take pride in delivering exceptional service, we’d love to hear from you.
What You’ll Do
Serve as the primary point of contact for new and existing clients by phone, email, and in person.Guide clients through onboarding, appointment scheduling, document submission, and firm processes.Manage seasonal scheduling and coordinate appointments with our tax professionals.Respond to client inquiries with professionalism, empathy, and confidence.Resolve concerns and escalate complex matters when appropriate.Maintain accurate client records, notes, and communication logs.Partner with our tax team to ensure a smooth and consistent client experience.Help improve client communication, workflows, and overall service standards.
What We’re Looking For
3+ years of experience in hospitality, concierge, executive support, client services, office administration, or another high-touch customer service environment.Outstanding communication and interpersonal skills.Professional, polished, and confident demeanor.Highly organized with exceptional attention to detail.Ability to multitask and stay composed in a fast-paced, seasonal environment.Strong sense of ownership, accountability, and follow-through.Comfortable learning new systems, workflows, and business processes.Proficient with Microsoft Office and general office technology.Full-time, in-office availability.
Why Join Us?
You’ll become an essential member of a growing, team-oriented firm that values professionalism, collaboration, and exceptional client service. We invest in people who take pride in their work, embrace continuous improvement, and want to build a long-term career in a positive, supportive environment.
Tax experience is not required. We’ll teach you our processes—the qualities we value most are professionalism, communication, organization, and a genuine passion for creating outstanding client experiences.
If you’re ready to make a meaningful impact and grow with a firm committed to excellence, we encourage you to apply.
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