Receptionist / Client Services Representative

Job Description

Job Description

Be the First Impression of True North

True North Tax Advisory Group is a growing tax and advisory firm serving individuals, families, and businesses. We are looking for a friendly, professional, dependable, and organized Receptionist / Client Services Representative to join our team at either our Parrish or Lakewood Ranch office .

This is much more than a traditional receptionist position. You will often be the first person a client speaks with or meets when they contact True North , making you an important part of the client experience and our team.

If you enjoy helping people, communicating professionally, staying organized, and being part of a growing company, we would love to hear from you.

What You'll Do

As a Receptionist / Client Services Representative, you will help create a welcoming and professional experience for our clients while providing administrative support to our team.

Your responsibilities will include:

• Greeting clients and visitors in a friendly, professional manner
• Answering and appropriately routing incoming telephone calls
• Monitoring and responding to voicemail messages
• Assisting clients with general questions and directing them to the appropriate team member
• Scheduling and coordinating client appointments
• Receiving, organizing, scanning, uploading, and routing client documents
• Communicating with clients by telephone, email, and in person
• Maintaining accurate and timely records and documentation
• Keeping the reception area and client-facing areas professional and welcoming
• Assisting with general administrative and office tasks
• Supporting other team members when needed
• Protecting client confidentiality and handling sensitive information appropriately
• Learning and using company software, communication systems, and technology

The Person We're Looking For

We are looking for someone who genuinely enjoys working with people and understands that professional, courteous communication matters.

The ideal candidate is:

• Warm, friendly, and approachable
• Professional and polished in appearance and communication
• Comfortable answering a busy telephone and speaking with clients
• An excellent listener
• Patient and calm, even when dealing with a frustrated or upset client
• Organized and detail-oriented
• Dependable and punctual
• Able to multitask and prioritize competing demands
• Comfortable learning new software and technology
• A team player who is willing to help wherever needed
• Able to maintain confidentiality and exercise good judgment

Qualifications

Required:

• Previous customer service, receptionist, administrative, or office experience
• Strong verbal and written communication skills
• Professional telephone etiquette
• Basic computer skills
• Ability to learn new technology and software
• Reliable attendance and transportation
• Ability to maintain confidentiality

Preferred, but not required:

• Experience working in a professional office environment
• Microsoft Office experience
• Google Workspace experience
• Experience with web-based/cloud-based business telephone system
• Slack or similar business communication platforms
• Customer Relationship Management (CRM) experience
• Previous experience in a professional services office

Tax or accounting experience is not required. We can teach you our systems and processes. We are most interested in finding someone with the right attitude, work ethic, communication skills, and commitment to excellent client service.

What We Offer
$18–$20 per hour, depending on experience and qualifications
Full-time position
Paid time off – one week annually, subject to company policy
Paid holidays
Professional and supportive work environment
Opportunity to learn new skills and grow with a rapidly developing company
Opportunity for increased responsibility and advancement as True North continues to grow

Why True North?
At True North Tax Advisory Group, we believe that how we treat our clients is just as important as the work we perform for them.
Our receptionist is an important part of that experience. Whether a client walks through our door, calls our office, sends an email, or needs help getting connected with the right person, we want them to feel that they have been heard, respected, and taken care of.
We are building a team of people who take pride in their work, support one another, and want to grow with the company.
Schedule & Location
Location: Parrish or Lakewood Ranch, Florida
This is an onsite, full-time position. The position may be assigned to either our Parrish or Lakewood Ranch office, and the work location may rotate between the two offices based on the company's operational needs.
Candidates should be comfortable working at either location and understand that their regular schedule may include time at both offices.
Specific scheduling and office assignments will be communicated by management based on business needs.

Company Description

Company Description\r\nTrue North Tax Advisory Group is a full-service tax and accounting firm headquartered in Florida, serving individuals and businesses nationwide with proactive, strategy-driven financial guidance. The firm specializes in year-round tax planning, compliance, and advisory services designed to minimize tax liability, maximize financial outcomes, and support long-term wealth building.\r\n\r\nWith a team of experienced professionals and decades of combined expertise, True North integrates cutting-edge technology with a concierge-level service model to deliver personalized, high-touch client experiences. Their offerings include tax planning and preparation, bookkeeping and accounting, CFO advisory, payroll and HR support, and specialized services such as multi-state tax compliance, real estate tax strategy, and estate planning.\r\n\r\nThe firm differentiates itself through a proactive approach—actively identifying tax-saving opportunities throughout the year rather than focusing solely on filing returns. Through structured service tiers and a unique rewards program, True North delivers scalable support tailored to each client’s needs, from basic compliance to comprehensive strategic advisory.\r\n\r\nCommitted to accuracy, compliance, and long-term client success, True North Tax Advisory Group empowers clients with the insights and strategies needed to make informed financial decisions, optimize tax positions, and achieve sustainable growth.