Join to apply for the Tax Paralegal role at DiLucci CPA Firm
We are seeking a confident, professional, and highly personable individual to join our team. This role is central to managing client communication, supporting our tax team, and ensuring an exceptional client experience. The ideal candidate knows how to be both approachable and firm, balancing professionalism with the ability to set boundaries and manage expectations.
What We’re Looking For:
Exceptional confidence when speaking with clients, even when answers are not immediately available — instilling trust that matters will be handled promptly and effectively.
Comfortable saying “no” when necessary to set proper expectations, rather than defaulting to people-pleasing.
Professional demeanor with a strong focus on finding solutions, not dwelling on problems.
Skilled at diffusing tension, handling upset clients, and turning conflict into a positive resolution.
Resourceful and detail-oriented: able to work with unfamiliar documents, research requirements online, and confidently determine next steps.
Thrives on speaking with people, resolving concerns, and ensuring clients feel supported and valued.
Apply here: https://form.jotform.com/252685175435868
Key Responsibilities:
Act as the primary point of contact for tax return document collection and related client communication.
Oversee and support the tax team administratively, ensuring document requests and communications are timely, effective, and followed through.
Proactively reach out to clients at the right times to increase retention, build trust, and elevate the overall client experience.
Gather and relay client feedback to suggest and implement process improvements that enhance service quality.
Maintain high standards of professionalism, accountability, and client care in every interaction.
Results All client inquiries (calls and emails) are responded to same-day or within 24 business hours
Client meetings are coordinated smoothly with accurate details communicated to all parties
Documentation requests are followed up on until received and properly logged
Accurate, up-to-date notes are maintained by EOD
A high level of client satisfaction and professionalism is consistently demonstrated
Requirements Excellent verbal and written communication skills
Strong organizational skills and attention to detail
Professional phone presence and client-facing demeanor
Comfortable with technology (CRM systems, scheduling tools, email)
Self-sufficient, reliable, and proactive in follow-up
Prior experience in client services, customer service, or office administration preferred
Seniority level Entry level
Employment type Full-time
Job function Legal
Industries
Accounting
Dallas, TX
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