At Orlando Tax Law, this is not just a front desk position—it is one of the most important roles in the firm. You are the first point of contact for clients and potential clients, often speaking with individuals who are stressed, overwhelmed, and unsure of what to do next. Your ability to communicate clearly, gather key information, and create a sense of trust sets the tone for everything that follows. You are also the first person that IRS and other tax agency representatives talk to when they call in. It is important to be friendly and appropriately route the calls, as we seek to build relationships with these representatives. This role combines: • Front desk and client communication • Client intake and onboarding • Administrative support and case setup • Full-time, in-office position in downtown Orlando • Structured schedule to ensure consistent client coverage • Opportunities for growth into more advanced intake and operations roles as the firm expands What We’re Looking For The ideal candidate: • Is reliable and consistent in attendance and performance, as this is a key client-facing role • Can gather and distill information efficiently and accurately • Is calm under pressure and not easily flustered • Can follow procedures while also thinking critically and being adaptable • Is professional, empathetic, detail-oriented, and team-oriented • Is comfortable learning and working within case management systems and digital workflows, and adapting to new tools and technology Responsibilities: Client Experience & First Contact • Answer incoming calls with professionalism, empathy, and confidence • Listen actively and gather key facts from potential clients • Help clients feel comfortable sharing sensitive information • Handle inbound calls from IRS and state tax agencies and route appropriately • Take accurate messages and ensure timely follow-up Client Intake & Onboarding • Qualify potential clients and capture accurate, relevant details • Schedule consultations with attorneys based on case type and urgency • Draft and send representation agreements and power of attorney forms • Follow up with clients to complete onboarding and next steps Administrative & Case Setup • Open and organize case files in MyCase • Scan, upload, and manage documents • Process IRS correspondence and calendar deadlines Office & Financial Coordination • Process retainers and explain payment procedures • Follow up on intake items and payments • Manage mail, scanning, and document handling Qualifications: Required: • Fluent in Spanish and English • Strong communication and customer service skills • Highly organized with strong attention to detail • Ability to prioritize and manage multiple tasks • Comfortable using computers and learning new systems Preferred: • Law firm or professional office experience • Experience with case management software (MyCase a plus) • Bachelors Degree Compensation: $48,000 - $58,000 yearly

• Client Experience & First Contact • Answer incoming calls with professionalism, empathy, and confidence • Listen actively and gather key facts from potential clients • Help clients feel comfortable sharing sensitive information • Handle inbound calls from IRS and state tax agencies and route appropriately • Take accurate messages and ensure timely follow-upClient Intake & Onboarding • Qualify potential clients and capture accurate, relevant details • Schedule consultations with attorneys based on case type and urgency • Draft and send representation agreements and power of attorney forms • Follow up with clients to complete onboarding and next stepsAdministrative & Case Setup • Open and organize case files in MyCase • Scan, upload, and manage documents • Process IRS correspondence and calendar deadlinesOffice & Financial Coordination • Process retainers and explain payment procedures • Follow up on intake items and payments • Manage mail, scanning, and document handling