Graham + Jones | Advisors + Accountants · 3 days ago
Client Concierge / Administrative Assistant
Fort Worth, TX
Full-time
Onsite
Entry Level
2+ years expGraham & Jones is a Fort Worth-based accounting firm that provides business advisory and tax services to individuals and businesses across multiple industries. They are seeking a Client Concierge / Administrative Assistant to support client-facing administrative processes and internal workflow coordination.
Accounting
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
Qualification
Required
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
CPA or Law Firm Assistance: 2 years (Required)
Preferred
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
Benefits
401(k)
401(k) matching
Dental insurance
Flexible schedule
Health insurance
Paid time off
Vision insurance
Company
Graham + Jones | Advisors + Accountants
Graham + Jones is a Fort Worth-based accounting firm that provides business advisory and tax services to individuals and businesses across multiple industries.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Michelle Squires, CPA
Tax Partner
Company data provided by crunchbase