Overview
Receptionist & Intake Specialist Jobs in Miami, FL at Lores Law PLLC d/b/a The Miami Tax Lawyer and LoTax Corp
Receptionist & Intake Specialist
Lores Law PLLC d/b/a The Miami Tax Lawyer | LoTax
Miami, FL (Kendall) Full-Time On-Site Competitive Pay, Based on Experience Bilingual Required (English/Spanish)
WHO WE ARE
We are a dynamic, client-focused legal and financial advisory practice built around one mission: helping entrepreneurs, business owners, and high-income professionals protect and grow their wealth.
Lores Law PLLC d/b/a The Miami Tax Lawyer is our legal strategy firm, specializing in asset protection, corporate structuring, estate planning, and IRS/tax controversy. LoTax is our financial optimization arm, focused on advanced tax planning and cash flow strategy.
Together, we operate as a unified advisory platform — and we are growing. We are looking for someone who wants to be part of something meaningful, contribute from day one, and grow alongside us.
THE ROLE
As our Receptionist & Intake Specialist, you are the first voice our clients and prospects hear — and that matters more than you might think. You will be the first impression of our brand, and your warmth, professionalism, and attention to detail will set the tone for every client relationship.
This is not a passive role. We need someone who is sharp, personable, genuinely curious, and ready to take ownership of the client experience from the very first phone call.
WHAT YOU WILL DO
- Answer all inbound calls professionally and route them to the appropriate team member
- Conduct structured intake interviews with prospective clients, identifying their legal or tax matter and gathering all required information
- Create and manage Lead records in our case management software (8amMyCase)
- Schedule consultations between prospective clients and our attorney, including sending confirmation emails with all relevant details and payment instructions
- Proactively manage our leads pipeline — confirming, rescheduling, and following up without being asked
- Provide administrative and communication support across both Lores Law and LoTax
- Submit daily activity reports and assist with additional projects as assigned
WHAT WE ARE LOOKING FOR
The right person for this role has more than a great resume — they have the right energy. Here is what matters most to us:
- Bilingual fluency in English and Spanish — both spoken and written (required)
- A genuinely positive attitude and warm, professional presence on the phone and in person
- Strong active listening skills — you gather accurate information because you truly pay attention
- Emotional intelligence — our clients often call during stressful moments; you know how to make them feel heard
- Discretion and professionalism — you understand that our clients share sensitive legal and financial information
- Hunger to learn — you are curious, coachable, and looking to grow
- Reliability and follow-through — when you say something will get done, it gets done
- Comfort with technology — CRM or case management software experience is a plus
Prior experience in a legal, tax, financial services, or professional services environment is a plus but not required. We will train the right person.
SCHEDULE & LOCATION
- Full-time, Monday – Friday, 9:00 a.m. – 5:00 p.m. EST
- On-site at our Kendall office: 10621 N Kendall Dr., Suite 214, Miami, FL 33176
- Hourly compensation based on experience
- 10 paid vacation days per year
Work Location: In person
Title: Receptionist & Intake Specialist
Company: Lores Law PLLC d/b/a The Miami Tax Lawyer and LoTax Corp
Location: Miami, FL
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