Department: Support/Transaction Advisory Services
Location: Downtown Austin, TX
Compensation: Starting at $25/hour – Commensurate with Experience
Who We Are
Maxwell Locke & Ritter LLP is the largest locally owned accounting firm in the Greater Austin area. We’re known for offering exceptional work-life balance and for our dedication to our people, our clients, and the communities we serve. We are proud to have been included in Accounting Today’s "Best Accounting Firms to Work For" list for 13 consecutive years. In the past six years, we’ve earned the No. 1 ranking three times.
What Sets Us Apart
We’re redefining what it means to work in public accounting by:
- Instilling the belief that “No success at work is worth failure at home,” while recognizing everyone’s version of “home” is unique to them
- Leaning on our core values and showing genuine care and concern for one another
- Empowering our people to do what’s best for them, while providing exceptional client service
- Cultivating an environment that allows our people to thrive personally
- Investing in the professional growth of our people
What You’ll Be Doing
As a support associate for our Transaction Advisory Services (TAS) team, you will play a critical role in ensuring the smooth execution of client engagements by providing operational and administrative support throughout the engagement lifecycle. Leveraging organizational skills, attention to detail, and a variety of different software, you will assist with pre-engagement setup, ongoing engagement support, and post-engagement closeout tasks. This role offers the opportunity to work closely with a dynamic team, contribute to the success of high-impact client engagements, and develop your skills in a fast-paced, team-oriented environment.
What We’re Looking For:
- At least 1 year of relevant work experience preferred
- Experience at a CPA or professional services firm is a plus, but other customer service/hospitality experience coupled with administrative skills will also be considered
- Ability to master and leverage a variety of software/technologies
- Tasks will require proficiency with Microsoft Office (especially Excel, PowerPoint, Word, and OneNote), Docusign, Adobe Acrobat, SharePoint, Box, and Dropbox
- Proficiency with Microsoft Office Suite (including Excel) and Adobe Acrobat
- Ability to work efficiently and turn around projects quickly
- Superior organization and project management skills with proven ability to be detail-oriented, appropriately prioritize tasks, and meet deadlines
- Highly motivated team player
- Strong verbal and written communication skills
- Ability to work well both independently and with others to help accomplish the overall mission and goals of the firm
- Ability to provide a high level of customer service
- Ability to adapt to changes in the work environment, including managing competing demands and dealing with frequent changes, interruptions, or unexpected events
- Excellent problem-solving skills
- Ability to maintain a high level of confidentiality
What We Offer:
- PTO: 22 days (increases with firm tenure) plus 8 paid holidays and 2 floating holidays
- Paid parental leave and paid bereavement leave
- Annual bonus through profit-sharing plan
- 401(k) plan including profit-sharing contribution
- Insurance: medical insurance (cafeteria plan including medical and dependent care flexible spending accounts), dental insurance, vision insurance, term-life and accidental death and dismemberment insurance, short-term disability, long-term disability
- Employee assistance program
- Continuing professional education
- Many more perks and benefits
Top Skills
What We Do
At Maxwell Locke & Ritter, we’ve built our business to address your key milestones—and every moment in between. Our experienced team handles the tax, audit, advisory, and wealth management services you need to achieve your goals. Along the way, we provide the strategic vision and thoughtful advice necessary to navigate today’s ever-changing marketplace.
In 1997, we established ML&R Wealth Management, creating the opportunity to offer independent advisory services to individuals, families, business owners, and nonprofit organizations with personalized investment management services. As a fee only advisor, ML&R Wealth Management has over $2 billion in assets under management and approaches investments holistically. Fees are transparent, easy to understand and based solely on the value of investments managed. ML&R Wealth Management services seamlessly integrate with all other services at Maxwell Locke & Ritter, offering a one stop solution for your financial needs by focusing on:
• Personal Wealth Management
• Women & Financial Freedom
• Corporate Retirement & 401(k) Plans
• Institutions & Nonprofits
Our vision is to be a great place to work where our people reach their potential and provide exceptional service to our clients and the community. It is our mission to help our people and clients achieve their goals, and through our efforts, we have been awarded:
• Ethics in Business Award by the Samaritan Center
• Accounting Today’s #1 Best Mid-Sized Accounting Firms to Work For
• Accounting Today’s Best Firms to Work For Women
• Accounting Today’s Top 100 Regional Firms
• INSIDE Public Accounting’s Best of the Best Firms
• INSIDE Public Accounting’s All Star Firms
• INSIDE Public Accounting’s Top 200 Firms
