Receptionist for Tax and Financial Planning Firm

Integrity Tax & Wealth Advisors is a tax and financial services practice seeking a full-time, highly motivated, organized, and capable Receptionist to join our team.

Located in beautiful Jupiter, Florida, our practice is a small, close-knit team of six professionals. Most of our staff have worked together for more than 10 years, and we genuinely treat each other like family. We value teamwork, mutual respect, and a willingness to help one another.

This is a client-facing, on-site position that plays an important role in the day-to-day operation of our office. The ideal candidate is professional, dependable, detail-oriented, and able to work independently while also being a team player.

Office Hours

Monday through Friday, 9:00 AM – 5:00 PM

Responsibilities:

• Greet and interact professionally with clients as they enter the office and provide a welcoming first impression
• Answer a high volume of calls during peak seasonal deadlines using a multi-line phone system; screen, prioritize, and direct calls to the appropriate staff member
• Schedule and confirm client and staff appointments
• Assist financial advisor and tax preparers with administrative and client-service needs
• Organize, coordinate, and maintain physical client files and digital client document databases
• Scan, upload, and organize client documents within the firm's server and/or client portal systems
• Generate and send client invoices and collect payment
• Sort and distribute incoming mail and outgoing correspondence
• Maintain office equipment and coordinate service or repairs as needed
• Monitor and order office supplies
• Maintain a clean, organized, and professional reception area and staff kitchenette
• Maintain strict confidentiality and exercise discretion when handling sensitive client information, both electronically and physically
• Collaborate with other team members and provide assistance when needed during periods of high workload

Required Qualifications:

• Professional demeanor and appearance appropriate for a client-facing financial services environment
• Courteous and concise verbal/written communication skills
• Excellent organizational skills and exceptional attention to detail
• Ability to prioritize and effectively manage multiple tasks and deadlines, especially during demanding peak filing seasons
• Ability to work independently, exercise sound judgment, and take initiative
• Extremely strong computer skills, including data entry and Microsoft Office applications
• Ability to learn quickly and effectively use multiple specialized programs simultaneously
• Ability to navigate client portals and document management systems with proficiency
• Strong customer service skills and a genuine willingness to assist clients and coworkers with care and kindness
• Demonstrated discretion and understanding of the importance of protecting confidential financial and personal information
• Reliable attendance and punctuality are essential, particularly during tax filing deadlines and other peak periods
• Ability to remain organized, professional, and composed in a fast-paced environment during tax season
• A positive, cooperative attitude and willingness to step in and help other team members when needed

Preferred Qualifications

• Minimum of two (2) years experience working in a professional service office
• High school diploma
• 60 WPM Typing Speed

Advancement Opportunities

We are willing to provide training for a motivated candidate who demonstrates initiative, reliability, and an interest in learning. For the right candidate, opportunities for professional growth and expanded responsibilities may become available over time, based on demonstrated mastery of essential skills, performance, and the needs of the practice.

Potential Additional Responsibilities May Include:

• Working with Thomson Reuters UltraTax and other professional tax preparation software.
• Preparing and organizing tax documents for client delivery, both electronically and in person.
• Coordinating electronic signatures for remote transactions and obtaining wet signatures for in-person transactions.
• Assisting with the electronic filing of tax extensions and tax returns.
• Assisting with administrative tasks, special projects, and other office support duties.
• Assisting with bookkeeping tasks using QuickBooks Online and/or QuickBooks Desktop.

What We Offer

We offer a competitive compensation package and full employee benefits, including:

• Health, dental, and vision insurance
• 401(k) with employer matching
• PTO/vacation/sick time
• Paid holidays

Compensation will be commensurate with qualifications and relevant prior experience, with consideration given to candidates who bring additional experience and skills applicable to the position.

How to Apply

For consideration, please submit your resume and cover letter. Applications without a cover letter will not be considered. Please include your salary expectations or requirements with your application.

We are looking for someone who is interested in becoming a valued, long-term member of our team and who takes pride in providing excellent service to both our clients and coworkers.