Administrative Assistant for Tax Agency - (US-based/Remote)

at  Paired

Paired is a global staffing and recruiting agency that pairs remote work with top-tier talent. We help individuals from around the world connect with great companies that are looking for their specific skill set. Our mission is to provide great jobs to talented people, no matter where they are located.
We are looking for an assistant for a tax agency based in the US. We are looking for someone experienced working for a tax company. The ideal candidate should be tech saavy and will help setting up the CRM (taxdome).
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Key Responsibilities

• Handling clients communications and appointments
• Setting up the new CRM
• Handle invoicing, direct deposits, and light bookkeeping.
• Maintain client files and document management systems.

REQUIREMENTS:

• High school diploma or equivalent; Associate’s or Bachelor’s degree preferred.
• Prior administrative experience, preferably in a professional services firm.
• Strong organizational, communication, and multitasking skills.
• Proficiency in Microsoft Office and accounting software.
• Excellent English skills
• Must work Pacific Time hours

• Handling clients communications and appointments
• Setting up the new CRM
• Handle invoicing, direct deposits, and light bookkeeping.
• Maintain client files and document management systems