Now Hiring a Front Desk Professional

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Avizo Group is adding to our team! We’re looking for a technology-savvy, people-loving professional to join us at the front desk in our Fairhope location.  The person filling this role will interact with clients and guests of the firm every day, so a passion for serving others is critical.  This is a fast-paced position where you will sharpen your time-management, leadership, and communication skills.  In order to grow within this position, you will need to be positive, proactive, and professional. 

The position is designed for a long-term team member who is willing to start part-time, with hours from 9AM-2PM Monday through Friday.  If you would like to be considered for this position, please email your resume and cover letter to Diane Anderson at danderson@avizogroup.com or fill out the form at the bottom of this page.

  • Ability to provide a positive and friendly experience for clients, guests, and coworkers.
  • Assist with the delivery of client documents, which can include assembling tax returns and financial statements, calling clients to schedule pick-up, getting signatures, and collecting payments.
  • Embrace technology by learning and actively using accounting-specific software for administrative functions (even phone messages will be emailed versus written).
  • Act as liaison between Avizo team and clients by scheduling meetings and exchanging messages.
  • Set up and update client information.
  • Send documents for e-signature.
  • Assist with billing when needed and send invoices.
  • Make deposits and enter payments.
  • Able to maintain professional dress (although we all enjoy “casual” Fridays when we wear jeans) and attitude.
  • Enjoy interacting with clients and staff.
  • Be proactive – willing to think beyond what is asked and offer solutions that may involve additional effort to make a seamless client experience.
  • Able to work independently on assigned duties while being an effective part of the team.
  • Capable of handling quick responses and turnaround.
  • Excellent written and verbal communications skills.
  • Ability to maintain confidential information.
  • Embracing technology is part of the DNA of Avizo, so you’ll have the benefit of learning and using software to aid you in completing your daily tasks.
  • Experience in any of the following software is a plus (no worries, we are willing to train if you’re willing to learn): SafeSend, Xero, Practice CS, GoFileRoom, TaxCaddy.

Submit an Application

Work With Us

We have four office locations to best serve you and your business. Feel free to stop by, call, or send an email to learn more about our services.

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