Receptionist/Tax Administrative Assistant

Be the first friendly face our clients see.

At Infinity Wealth Partners, we help families and business owners plan their financial futures, from investments to taxes. Our front desk sets the tone for every visit, and we're looking for an organized, warm, and dependable Receptionist to keep it running.

You'll greet clients, keep our office looking great, and play a key part in our tax practice. You'll check in tax returns, print them, and get them back to clients on time. If you like variety, take pride in getting the details right, and enjoy being the person everyone can count on, we'd love to meet you.

What you'll do

• Welcome clients and guests and get them where they need to go
• Answer our main phone line and manage our general inbox
• Keep the reception area and conference rooms tidy and client-ready
• Receive, sort, and distribute mail and packages
• Check in client tax returns, including following up with clients to sign engagement letters
• Print tax returns and help prepare them for paper filing and e-filing
• Match client payments to invoices in our payment system
• Help gather client documents and information during the off-season
• Return original documents to clients twice a year (May and November)
• Pick up office supplies monthly, order supplies, and submit maintenance requests
• Help with data entry and other special projects

What you'll bring

Must-haves

• 2 years of experience in a receptionist, front desk, customer service, or administrative role
• A polished, friendly phone and in-person manner
• Strong attention to detail, especially with confidential client information
• Comfort with email, Microsoft Office and learning new software
• Reliable follow-through and the ability to juggle multiple priorities
• Availability for occasional extra hours during tax season (February to mid-April)

Nice-to-haves

• Experience in a CPA, tax, financial services, or professional services office

Why you'll like it here

• Benefits: health, dental, vision, 401(k), PTO, paid holidays
• A predictable weekday schedule
• A close-knit team that values integrity, client care, and putting family first
• A chance to learn how a wealth management and tax practice works from the inside

Good to know: Because we work in a regulated industry, this role requires a background check and careful handling of confidential information.

Ready to apply? Submit your resume through Indeed. We review applications quickly and look forward to hearing from you.

Pay: $19.00 - $23.00 per hour

Expected hours: 40.0 per week

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Retirement plan
• Vision insurance

Work Location: In person

Salary : $19 - $23