Client Concierge

4 hours ago

Fort Worth, Texas, United States Graham & Jones PLLC Full time

Overview

We are a growing CPA firm seeking an Client Concierge / Administrative Assistant to support client-facing administrative processes and internal workflow coordination. This role helps keep client work moving, supports billing and workflow processes, and contributes to a smooth, professional client experience.

This position is ideal for someone who is organized, detail-oriented, and comfortable coordinating across clients, CPAs, and firm systems.

Key Responsibilities

  • Coordinate administrative aspects of client workflow and follow-ups
  • Communicate with clients on administrative, billing, and status-related matters
  • Process and deliver completed tax returns (portal, electronic delivery, and mail)
  • Create and track engagement letters and approvals
  • Execute new client onboarding after approval (CRM, workflow, and client systems)
  • Enter and apply client payments and assist with AR follow-ups
  • Update workflow systems and maintain accurate documentation
  • Flag stalled work or exceptions and escalate appropriately

Qualifications

  • Prior administrative or coordination experience in a professional office environment required
  • Strong organizational skills and consistent follow-through
  • Comfortable working across multiple systems and tracking details
  • Client-facing experience a plus

Preferred Systems Experience (Not Required)

Experience with any of the following is a plus, but training will be provided:

  • CCH Tax and CCH Workflow
  • HubSpot CRM
  • Microsoft SharePoint
  • Microsoft Copilot and ChatGPT or similar productivity tools

We value candidates who are comfortable learning new systems and using technology to work efficiently.

Skills & Traits

  • Detail-oriented with strong follow-through
  • Professional, clear communicator
  • Able to manage multiple tasks without losing accuracy
  • Comfortable working within defined processes and escalation paths

What We Offer

  • Structured, in-office role with clear expectations
  • Direct collaboration with Firm Administrator and professional staff
  • Opportunity to build expertise in firm systems and processes
  • Not a CPA or accounting career track

Benefits:

  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Flexible schedule
  • Health insurance
  • Paid time off
  • Vision insurance

Experience:

  • CPA or Law Firm Assistance: 2 years (Required)

Location:

  • Fort Worth, TX Required)

Work Location: In person

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