Tax Office Admin Assistant

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TYPE OF WORK

Any

SALARY

$6.00

HOURS PER WEEK

TBD

DATE UPDATED

Jun 1, 2026

JOB OVERVIEW

Hook
We’re looking for a fast, detail-oriented, and tech-savvy Tax Office Admin Assistant to help keep our tax office running smoothly.
If you’re organized, move with urgency, and already understand tax workflows — this is for you.

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About the Company
We are a growing tax and financial services company focused on helping individuals and business owners build, manage, and scale their finances.
Our goal is to provide a seamless client experience backed by strong systems, communication, and structure.

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Responsibilities
As a Tax Office Admin Assistant, you will:

• Manage and respond to client messages (GoHighLevel, SMS, email, social media)
• Assist with client onboarding using JotForm and internal workflows
• Organize and update client data in GoHighLevel (GHL)
• Navigate and support inside TaxSlayer software (hub + office logins)
• Help preparers with basic system navigation and status updates
• Keep pipelines, workflows, and follow-ups organized
• Support daily admin operations and team communication
• Assist with light marketing tasks (posting, follow-ups, email/text campaigns)
• Track leads, appointments, and client progress

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Requirements

?? Experience with TaxSlayer software (REQUIRED)
?? Familiar with GoHighLevel (GHL)
?? Experience with JotForm (forms + routing)
?? Fast communicator and highly responsive
?? Strong organization and multitasking skills
?? Basic marketing knowledge (social media, follow-ups, email campaigns)
?? Able to work independently without constant supervision
?? Professional, reliable, and solution-oriented

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This Role Is Perfect For Someone Who:

• Already understands how a tax office operates
• Moves FAST and stays organized under pressure
• Can support both clients and preparers efficiently
• Wants to grow within a structured and scaling business

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Call to Action

If you’re experienced and ready to step into a fast-paced tax environment ????????
???? Send your experience + platforms you’ve used (TaxSlayer, GHL, etc.)

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