Job Description
We’re a fast-growing tax practice that serves high-net-worth individuals and successful businesses. We’re looking for a Marketing & Administrative Assistant who’s organized, energetic, and eager to support both our clients and our team.
What You’ll Do:
Greet clients and handle calls/emails
Manage scheduling and prepare client documents
Assist with newsletters, social media, and website updates
Support office operations and client events
What We’re Looking For:
Strong communication and organizational skills
Proficiency with Microsoft Office; Canva/social media tools a plus
Positive attitude and ability to multitask
1–2 years of admin or marketing experience preferred
Why Join Us:
Competitive pay
Growth and learning opportunities
Supportive, professional team environment
Company Description
We're a fast growing tax advisory and bookkeeping firm located in Southlake, TX that caters to high net worth individuals and businesses. Our goal is to provide professional and reliable tax preparation, as well as proactive tax strategies, bookkeeping, and IRS representation to our clients. We believe that tax planning is the greatest tool to ensure our clients receive the maximum benefit of the tax code, and we are their ally to help reach that goal.
We're a fast growing tax advisory and bookkeeping firm located in Southlake, TX that caters to high net worth individuals and businesses. Our goal is to provide professional and reliable tax preparation, as well as proactive tax strategies, bookkeeping, and IRS representation to our clients. We believe that tax planning is the greatest tool to ensure our clients receive the maximum benefit of the tax code, and we are their ally to help reach that goal.
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