Front Office & Administrative Assistant

Who We Are Simply Balanced Accountants is a boutique tax and accounting firm based in Holt, Michigan. Our mission is to bring clarity, confidence, and control to our clients' financial lives through proactive tax strategy and personalized advisory services. We intentionally serve fewer clients so we can provide a high-touch, organized, and thoughtful experience. Our work is grounded in integrity, clear communication, strong systems, and long-term relationships. Internally, we value professionalism, accountability, collaboration, and balance. Great client service starts with a calm, respectful, and well-supported team. Position Overview We're looking for a reliable, detail-oriented Front Office & Administrative Assistant to support daily operations. This role is the first point of contact for clients and keeps the office running smoothly. You'll handle front-office responsibilities and administrative processing so our Client Relations and Tax teams can focus on higher-level client work. This is an in-office position, Monday–Friday. Hours vary seasonally (details below). What You'll Do Front Office & Client Support Answer and direct incoming phone calls professionally Schedule appointments and support calendar coordination Greet clients and assist with in-office visits Route client requests to the right team member Administrative & Office Operations Scan, file, and organize client documents (physical and digital) Maintain orderly client files and records Process intake packets and track documents Handle mail, filing deadlines, and general office operations Learn and use our firm management software Team Support Work closely with the Client Relations Specialist and tax team Identify administrative needs and address them proactively Help maintain a calm, organized office environment You might be right for this role if you: Are naturally professional, warm, and dependable Enjoy being the person who brings order to a busy office Are detail-oriented and take pride in accuracy and follow-through Communicate clearly and confidently by phone and email Pick up new technology and software systems easily Prefer a structured, steady work environment Take ownership of your work and look for ways to improve systems Accounting experience is not required. Reliability, professionalism, and strong organizational skills matter most. What Success Looks Like After the first few months, phones and scheduling run smoothly. Client interactions feel welcoming and professional. Our client-facing team is freed from routine admin tasks. The office operates proactively instead of reactively. If things are running so smoothly that nothing feels urgent, you're doing it right. What You'll Learn You'll see how a modern boutique firm operates behind the scenes and develop real skills in client service and process management. If you want to understand how professional services work—not just push paper—this role offers that. Compensation & Schedule Pay: $18–$20 per hour, based on experience Schedule: In-office, Monday–Friday Tax Season (roughly January–April): Around 40 hours per week. Later afternoon coverage required. Saturday hours required. Outside Tax Season: Around 30–32 hours per week. No Saturdays. We work hard during peak seasons and intentionally create balance when demand allows. How to Apply Send your resume and a brief note to: connect@simplybalancedaccountants.com Tell us why you're interested in this position, any relevant experience you have (administrative, client service, or organizational work), and when you're available to start. We're reviewing applications as they come in and will reach out to strong candidates within a week. Pay: $18.00 - $20.00 per hour Expected hours: 40.0 per week Work Location: In person