Are you wanting to move up and progress in your career, but are not sure you want the life of the people above you? Are you proactive, detail-oriented, good at communicating and getting projects over the finish line? We are growing, and we’d love for you to grow with us!
Who We Are
We are more than just a tax firm. While we are serious about tax compliance, we are passionate about growth and financial freedom.
We help our clients grow their assets and minimize their tax liability through innovative financial and legal solutions.
We believe communication is at the core of our success. We are busting the "my accountant never gets back to me" typecast.
We are solution-driven, with a strong bias for action and unwavering commitment to finding solutions.
We are growth-minded in our drive for excellence, demonstrating humility in the pursuit of growth while aspiring to high standards and exceptional results.
We are community oriented culture builders who approach our interactions and relationships with kindness and respect.
Who You Are
You are confident in meeting with clients and share our love of communication.
You are skilled in managing projects and delivering results on time, with strong organizational and time management skills to handle multiple accounts and priorities simultaneously.
You are organized and passionate about streamlined systems and processes.
You approach interactions with others with honesty, kindness and respect.
You are solution-focused and growth minded - if you don't know the answer you take initiative to find it.
You have familiarity with CRM tools, customer success platforms, and QuickBooks (just the bookkeeper modules), and are proficient in office software such as Microsoft Office Suite.
You are detail-oriented—so much so that you’ve read this entire description! Include “Communication is King” in your subject line when you apply to show you’re paying attention. Submissions without this subject will not be considered.
You have a go-getter attitude and commitment to getting work done with energy and tenacity.
You are proactive, self-directed, and innovative in finding solutions to whatever problems arise.
You have a drive for excellence that keeps you proactive in maintaining high standards and achieving exceptional results.
3+ years of experience as an executive assistant, account manager, or customer service role are a plus.
What the Job Looks Like
Communication and Coordination:
Project Coordination: Collaborating with our delivery team to ensure projects are getting over the finish line and our client’s needs as a whole are being met.
External Communication: Managing correspondence with clients, suppliers, and other external parties.
Internal Communication: Ensuring effective communication within the office, including disseminating important information and updates.
Administrative Support:
Documentation: Composing and preparing routine correspondence and other documents.
Document Management Software (Tax Dome): Onboarding new clients and maintaining, compiling and organizing their accounts (important documents, records, and files) in Tax Dome.
Scheduling: Managing calendars and scheduling appointments and meetings.
Budgeting: Assisting in budget preparation and monitoring office expenses.
Human Resource Support: Assisting in the hiring and onboarding process for new hires, payroll.
Facility Management:
Office Maintenance: Overseeing the maintenance of office facilities, ensuring everything is in good working condition.
Managing Office Supplies: Ensuring that the office is well-stocked with necessary supplies, from stationery to pantry items.
What We Offer
A full-time hourly position at $18-$28 per hour (based on experience)
Opportunity for growth and advancement in the company
Opportunity for bonuses
How to Apply
Email [email protected] and attach your resume.