Administrative Assistant / Receptionist
About Us
We are a tax strategy and advisory firm serving small business owners. Our goal is to empower entrepreneurs to grow their wealth and their impact through high-level business, accounting, and tax advisory services.
We are looking for someone who enjoys serving others, staying organized, solving problems, and helping a team run smoothly. This role is a blend of front desk reception, client communication, administrative support, office coordination, operations support, and client care. It is a great opportunity for someone who is detail-oriented, dependable, emotionally intelligent, and comfortable working in a company that is continually improving its systems and processes.
Our Work Environment Includes
- Collaborative and supportive team environment
- On-the-job training
- Relaxed but professional atmosphere
- Safe work environment
- Food provided
- 401(k)
Responsibilities
Front Desk & Client Experience
- Greet and welcome visitors in a professional, warm, and friendly manner
- Create a positive, calm, and organized client experience from the moment clients contact or visit the office
- Answer and direct phone calls, take accurate messages, and route calls appropriately
- Manage the main office email inbox and route communications to the correct team members
- Assist clients with basic questions and help direct more detailed requests to the appropriate person
- Respond to client needs with patience, professionalism, and a service-minded attitude
- Help clients feel heard, respected, and cared for, even when their questions or situations are stressful
- Support secure online file delivery and help clients navigate basic document-sharing processes
- Follow up with clients when needed to make sure requests, documents, or next steps are not missed
- Escalate urgent, sensitive, or complex client concerns to the appropriate team member
Administrative, Office & Operations Support
- Provide administrative support to the accounting, tax, and operations teams
- Coordinate and schedule appointments, meetings, and client follow-ups
- Perform general clerical duties, including scanning, mailing, filing, and document organization
- Manage office supplies, kitchen supplies, and general office organization
- Help maintain a clean, organized, and welcoming office environment, including shared spaces, meeting rooms, kitchen areas, supplies, and client-facing areas
- Assist with office systems, phone systems, printers, digital label makers, and other office technology
- Provide general team care and support as needed
- Assist with maintaining internal checklists, templates, workflows, and processes
- Help identify simple ways to improve administrative efficiency, organization, and client experience
- Support the use of tools such as ClickUp, Google Workspace, CRM systems, and other software platforms
Client Workflow & Tax Season Support
- Sort, scan, name, and upload client documents during tax season
- Facilitate internal client workflows and help ensure documents are routed correctly
- Communicate with clients to request and obtain data based on management and team needs
- Track missing client information and follow up as needed
- Help maintain accurate client records and internal notes
- Support the team in meeting deadlines and keeping client work moving forward
- Help reduce client confusion by clearly communicating what is needed, when it is needed, and where to send it
Skills & Qualifications
The ideal candidate will have:
- Strong customer service skills and a genuine desire to help others
- Warm, professional communication style with clients, visitors, and team members
- Ability to remain calm, patient, and kind when clients are confused, frustrated, or under pressure
- Ability to listen carefully, ask clarifying questions, and make clients feel heard
- Good judgment in knowing when to solve an issue directly and when to escalate it
- Strong communication and written communication skills
- High emotional intelligence and a service-oriented attitude
- Strong organizational skills and attention to detail
- Ability to handle multiple tasks and prioritize effectively
- Strong typing skills with accuracy and speed
- Good proofreading skills to ensure accuracy in documents and communications
- Ability to manage detailed projects, timelines, and follow-up tasks
- Comfort with technology and the ability to learn new software quickly
- Ability to work well with a team, put ego aside, and support the larger mission
- A strong sense of integrity, trustworthiness, and confidentiality
- A desire to complete tasks well and help others succeed
- The ability to strive for excellence while remaining practical and flexible
- A willingness to learn rapidly and take on challenges
Technology Experience
Experience with the following is preferred:
- Microsoft Office Suite
- Google Drive, Gmail, Google Docs, and Google Sheets
- ClickUp or another project management system
- CRM systems or client database tools
- Office technology such as printers, scanners, phones, and digital label makers
Experience with social media, Canva, basic design tools, marketing support, or client communication systems is a plus.
Preferred Experience
Previous experience in one or more of the following areas is a plus:
- Administrative support
- Reception or front desk support
- Customer service
- Client support or client-facing communication
- Accounting, finance, tax, or professional services
- Service-based businesses
- Fast-growing company environments
- Operations, process improvement, or project coordination
Ideal Candidate
This is a great opportunity for someone who is organized, detail-oriented, dependable, and finds satisfaction in caring for people and helping a team succeed. The right person will enjoy supporting something bigger than themselves, take pride in excellent follow-through, and be comfortable working in a professional environment that is growing, improving, and innovating.
We are especially looking for someone who takes pride in excellent customer service and understands that strong client relationships are maintained through warm communication, responsiveness, professionalism, trust, and consistent follow-through.
If you have the required skills and are looking for a dynamic role in a supportive professional environment, we would love to hear from you.
Please submit your application with your resume attached.
Job Type: Full-time
Pay: $42,000.00 - $55,000.00 per year
Benefits:
Application Question(s):
- What excites you about the possibility of this job?
- Imagine yourself two years from now. What do you hope to learn from this job?
- Tell us about a time you had to adapt to a significant change at work.
- Give an example of a situation where you had to meet a tight deadline. How did you manage it?
- How do you contribute to creating a positive and inclusive team culture?
- In your opinion, what makes a successful collaboration?
- What are your favorite administrative tools and time management methods?
- What are your top five values in life? Rank them in order of priority.
Experience:
- receptionist or admin: 3 years (Required)
Ability to Commute:
- Fort Worth, TX 76107 (Required)
Work Location: In person
