Who are we:
At RDJ+Co. PLLC we are a full service, Houston based advisory firm that provides innovative, forward-thinking companies with specialized accounting, tax compliance and advisory services. Our client base includes entrepreneurs, startups, and closely held businesses across several industries, as well as high net worth individuals.
Our mission is simple. We’re here to help our clients sleep well at night by being the solution to their problems. We do this by providing our clients with the most efficient and highest level of service, but not necessarily in the same cookie cutter way as traditional firms.
Why choose us:
So why choose RDJ CPA?
We are not your traditional firm. As a matter of fact, we’re here to shake up the public accounting space by not only providing exceptional service and building strategic relationships with our clients, but also by providing our team with exceptional support.
That means self-care, first! Self-care is directly linked to how we perform in our professional workspace. We believe it’s important for our team to tend to their own mental well-being and in return, they’re able to show up and provide the extraordinary service our clients deserve.
That means a work life balance! Yep, I’m sure you’ve heard it time after time, from firm to firm. It stops here. We strive to create that true work life balance that many 21st century professionals have been longing for.
That means providing a modern, diverse and inclusive workplace culture! At RDJ CPA we want visionary leaders that can show up and bring their unique geniuses to the table, while knowing that we as a firm value each individuals authentic, true self.
That’s where you come in! Robyn is on the hunt for a Personal Assistant!
THE ROLE
This is a full-time, in-office position. You will be the first voice clients hear on the phone and the first face they see when they walk in. You own the client-facing side of our operations — scheduling, document follow-up, client communication, TaxDome management, and day-to-day office administration.
This role is not for someone who needs daily direction. It is for someone who sees what needs to be done and does it.
WHAT YOU'LL DO
- Answer all incoming calls live and greet in-office clients professionally
- Schedule and confirm client appointments; manage the firm's shared calendar
- Follow up on missing client documents with structured, deadline-driven outreach
- Log all client interactions and track tasks in TaxDome (our client portal)
- Upload finalized tax returns to the client portal via CCH Axcess
- Qualify inbound prospects using our client intake guide; schedule complimentary 15-minute calls for right-fit prospects
- Manage office supplies, incoming mail, and day-to-day administrative operations
- Assist with CPACharge payment inquiries; route billing questions to the appropriate team member
WHAT WE'RE LOOKING FOR
- 3–5 years in a client-facing administrative or operations role; professional services experience strongly required
- Genuinely tech-savvy — you learn new software quickly and work comfortably in multiple systems at once
- Self-directed — you do not need to be reminded to follow up or told what to do next
- Strong problem-solver — you find solutions before escalating
- Exceptional multitasker — you handle calls, clients, and tasks simultaneously without dropping anything
- Professional and polished — our clients are business owners and high-net-worth individuals
- Experience with TaxDome, CCH Axcess, or similar platforms is a plus but not required
SCHEDULE
- Full-time, Monday–Friday, 9:00 AM–5:00 PM | In-office required
- Tax season flexibility required (January–April)
Job Type: Part-time
Pay: From $42,000.00 per year
Experience:
- Administrative: 1 year (Required)
- Personal assistant: 1 year (Required)
- Content creation: 1 year (Preferred)
Work Location: In person
