Summary:

Our client is a rapidly growing, premier tax and accounting firm in Provo, renowned for professionalism, responsiveness, and quality. Serving a diverse client base, the firm provides comprehensive financial services, including tax advisory, accounting, and financial planning. With a commitment to high standards and continuous professional development, the team delivers personalized, expert attention to every client, fostering informed financial decision-making.

Why Join Us:

• Be Part of a Thriving Team : Join a dynamic, growing firm that values excellence and celebrates continuous learning and development.
• Career Growth : Enjoy opportunities for advancement as the company expands, with a focus on helping you develop your professional skills.
• Collaborative and Supportive Environment : Work alongside a talented team that supports each other in providing outstanding service to clients.
• Meaningful Client Impact : Make a difference by building strong relationships with clients and helping them navigate their financial journeys.

Ideal Candidate:

The ideal candidate is exceptionally organized with a keen eye for detail and strong time-management skills. A reliable and proactive problem solver, they're comfortable working autonomously and taking ownership of their responsibilities. They have excellent interpersonal skills, thrive in client interactions (including navigating challenging conversations), and are eager to wear multiple hats in a fast-paced environment. With a tech-savvy mindset, they are adaptable, quick to learn, and enthusiastic about making meaningful contributions to the team.

Primary Responsibilities:

• Act as the primary client contact, answering calls, assisting with scheduling, invoicing, payments, and service inquiries.
• Coordinate office needs across 3 small locations to ensure seamless team operations.
• Provide high-level support to the firm's Partners.
• Draft and manage client communications, including bulk reminders and follow-ups.
• Assist with bookkeeping and accounting tasks as needed.
• Proactively identify and implement improvements to enhance firm processes.
• Take ownership of tasks, seeing them through from start to finish, and supporting additional requests as they arise.

Skill Requirements:

• Experience : 2-5 years in an office or administrative, client-facing role. Previous experience with a tax firm is a plus.
• Education : Some college coursework preferred.
• Technical Proficiency : Strong skills in Microsoft Office and Google Suite.
• Communication : Exceptional verbal and written communication skills, with the ability to engage professionally and confidently with clients.
• Teamwork & Independence: Proven ability to work effectively both independently and as part of a team, showing initiative and reliability in a fast-paced environment.

Other Requirements:

• In-Office Presence : This role requires 100% on-site work at our Provo location.
• Schedule : Full-time, Monday through Friday, 8:30 a.m. to 5:30 p.m., with a 1-hour lunch break. Flexibility is available as needed.
• Occasional evening and Saturday hours may be required during peak tax seasons.

Benefits:

• Paid Time Off : 2 weeks annually to recharge and relax.
• Medical Insurance : Company reimbursement available if needed.
• Paid Holidays : 10 paid holidays per year to enjoy time with family and friends.

Compensation:

$22.00-$26.00 per hour plus quarterly bonus potential of $1,000 based on performance.