Administrative Assistant- Part Time

Administrative Assistant & Receptionist

About Davies Allen, PC

Davies Allen, PC, is a firm with a clear mission: to empower entrepreneurs and businesses to achieve financial mastery, moving beyond mere compliance. We operate not just as accountants, but as proactive strategists, genuine partners in growth, and relentless problem-solvers.
A foundational principle at Davies Allen is the prioritization of people. The firm is built upon authentic relationships, where strategies are developed with clients throughout the year to enable proactive decision-making, thereby shaping their financial future rather than reacting to past events.

The Role

Tired of administrative roles that feel like glorified paper-pushing? Good. That sentiment is shared by Davies Allen, PC, and this is not that job. It is the operational backbone of Davies Allen.
In this role, you will ensure seamless client experience and optimize the firm’s efficiency.

Key Responsibilities

The responsibilities for this role are designed to ensure a seamless client experience, optimize firm efficiency, and empower our tax partners to focus on high-value strategic work. This position is about driving tangible impact and owning your outcomes.

• Reception Desk Duties


• Client Scheduling & Communication

• Administrative Support

• Client Data Management


• Accuracy & Compliance


• Answer and direct phone calls


• Coordinate correspondence with subcontractors and vendors,including invoice routing and monitoring payments


• Coordinate materials for meetings and schedule meetings


• Prepare Partners for every client meeting

• Data Security

Qualifications

The ideal candidate embraces challenges, possesses a high capacity for navigating varied demands, and is not constrained by limiting labels or self-limiting beliefs. This individual recognizes that they "can do both"—managing intricate details with precision while also contributing strategically to the broader objectives of the firm.

Requirements:

• Experience: Two (2) years of administrative, customer service, or hospitality experience in a fast-paced environment preferred.


• Preferred Experience: Familiarity with a professional services firm and/or accounting experience is highly preferred.

• Ruthless Attention to Detail


• Proactive Problem Solver


• Exceptional Communicator (Direct & Clear)


• Tech-Savvy & Adaptable


• Customer-Obsessed & Service-Oriented


• Confidentiality & Integrity

• Results-Oriented: "No excuses, just results." Actively makes things happen as a direct result of their actions.


• Resilient: Prepared to outwork self-doubt and build a stack of undeniable proof of capabilities.


• Accountable: Takes ownership of outcomes and thrives in an environment of directness and high expectations.

Values Alignment

Values alignment is non-negotiable. The ideal candidate must deeply resonate with Davies Allen's core values:

• Relentless Pursuit of Client Value: A genuine belief in helping people and solving their challenges, ensuring clients feel valued and supported 


• Constructive Candor: Embraces direct, honest feedback aimed at improvement, recognizing that being "kind, not nice" leads to better outcomes.


• Authenticity & Transparency: Rejects "corporate jargon" in favor of clear communication and genuinely embodies the firm's values.


• Entrepreneurial Spirit: Understands and values the entrepreneurial journey, seeking to contribute to something larger than routine tasks.

What We Offer

• Real Impact & Growth (Maximize Dream Outcome): You will be integral to a firm that empowers entrepreneurs to achieve financial freedom, directly contributing to their success and growth. Beyond routine tasks, you will gain invaluable insights into business operations and tax strategy, paving the way for your own professional development and career advancement within a rapidly growing firm that has experienced 10x growth and fosters true partnerships.


• Competitive Compensation & Benefits: Davies Allen is committed to attracting top talent by offering a compensation package that reflects the value and contribution of its team members. Specific details will be discussed during the interview process.