Administrative Assistant (Remote)

The Administrative Assistant plays a critical part in our tax preparation and fulfillment departments. You will manage the tax preparation workflow, ensuring that tax preparers are completing tax returns in a timely manner, and you will assist case managers to ensure nothing falls through the cracks.

 We are looking for a self-motivated, entrepreneurial individual with a proven track record of administrative excellence who is ready to contribute from day one, handle greater responsibility, and grow with us long-term.

Key Responsibilities:

• Workflow Management: Manage the tax preparation department workflow by assigning tax returns to preparers once the account manager provides all requested documentation from the client.

• Data Tracking: Ensure the tax preparation spreadsheet is accurately updated on a daily basis.

• Department Support: Assist the fulfillment department by actively supporting case managers and ensuring seamless operations.

• Organization: Assist with document filing and maintaining organized records.

Requirements:

• Experience: Minimum 3 years of proven Administrative Assistant experience.

• Technical Skills: High proficiency in Microsoft Office, with exceptional skills in Outlook, Teams, and Excel.

• Work Ethic: Highly organized, detail-oriented, and capable of self-managing in a fully remote environment.

• Communication: Excellent written and verbal communication skills.

What We Offer:

• Fully remote work environment.
• Competitive compensation based on experience.