Receptionist/Operations Assistant

Location: Onsite - Lindon, UT

Schedule: Monday – Friday, 9:00 AM – 5:00 PM MST 

Pay: $20 – $22 per hour (depending on experience)

Overview

Incite Tax is seeking a highly organized, detail-oriented Receptionist/Operations Assistant who loves processes, thrives in structured environments, and is committed to delivering exceptional client service. This position is perfect for someone who enjoys checklists, clear processes, continuous improvement, and being the first friendly point of contact for clients. 

About Incite Tax 

At Incite Tax, we’re not afraid to say it, the IRS sucks! They take too much of people’s hard-earned money, and we’re here to help stop that. We work with small business owners to understand their numbers, make smarter decisions, and keep more of what they earn.

We built our company on one simple belief: you shouldn’t have to choose between a successful career and a real life. With flexible schedules, honest communication, and a culture that supports work-life balance, you can grow your career while still having time for family, hobbies, and sanity.

 

Responsibilities/ What You’ll Do

Reception

• Greet the occasional visitor with a warm welcome.

• Schedule and order lunch/treats for Monthly Celebrations and New Hire Lunches.

• Monitor office supply levels and order items before they run out.

• Keep the break room, and front reception area clean and tidy.

• Post monthly employee birthday celebrations in Slack “random” channel.

• Prepare and mail out New Hire welcome boxes (laptops, treats, shirts, books etc) for remote employees. 

• Prepare a welcome card for remote and Lindon office New Hires. 

• Assist with Daily Huddle as needed. 

• Answer occasional phone call to our taxprofessionals.com phone number

Bookkeeping Support

• Manage and organize Bookkeeping email 

• Complete admin tasks on Bookkeeping Set up Opportunities in salesforce

• Provide bank access codes to Bookkeeping Pros that need them 

• Update Bookkeeping Logs 

• Provide needed access to Bookkeeping Pros as requested. 

Operations Assistant

• Manage the blueprint review process by validating updates, communicating recommended changes, and facilitating final lead approvals. 

• Monitor and assist with Operations Managers’ email inboxes

• Support Operations Managers with special projects and process improvements
  
   

• Super organized and detailed

• A planner who uses checklists regularly

• Independent and self-disciplined to accomplish tasks

• Loves processes and systems

• Proficient in Google Suite

• Comfortable with sharing ideas for process improvement

• A team player who appreciates a lighthearted culture (dad jokes welcome).

Benefits

• Comprehensive health insurance

• 401K with employer match

• Paid Time Off (PTO)

• 14 paid holidays (including Christmas Eve through New Year’s Day)

• Opportunities for professional development and career growth

• Casual dress code (jeans and t-shirts encouraged)

• Supportive culture that values work-life balance and employee well-being

Why Join Incite Tax?

At Incite Tax, you won’t just clock in for a job,  you’ll build a career with people who actually care about your growth, balance, and well-being.

• Balance: Reasonable hours year-round (yes, even during tax season)

• Growth: A clear, accelerated path to leadership and ownership

• Flexibility: Work as a remote accountant or enjoy a hybrid schedule that fits your life

• Culture: A positive, collaborative team that values people as much as performance

Our Application Process

If you’re ready to grow your career with a firm that respects both your expertise and your time, we’d love to hear from you. Apply today to learn more about the role and our team!

Here’s what our hiring process looks like:

• Online Application

• Skills and Competency Assessment

• Typing Test

• Initial Google Meet Interview

• Team Fit Interview

• Job Shadow/Lunch & Games with the team

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