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TYPE OF WORK
Part Time
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SALARY
$4 USD/hr
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HOURS PER WEEK
20
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DATE UPDATED
Aug 20, 2026
Position SummaryProvide efficient, courteous, and personalized service to professional tax
advisors, operations department, senior management, and current clients by effectively
interfacing with those assigned to provide these services. Serve as an administrative assistant
to ensure daily tasks and objectives are completed with exceptional accuracy and high-
performance standards. Primary responsibilities include, but are not limited to:
●Sorting and organizing documents received from clients, including engagement letters,
intake questionnaires, and tax documents.
●Making outbound calls to follow up with clients regarding document submissions.
●Communicating effectively with staff.
●Using CRM and Microsoft Office programs.
●Checking the shared work drive for client document uploads.
●Processing uploaded documents according to project needs.
●Creating projects in the CRM.
●Checking calendar for accuracy and managing calendar entries.
●Notifying clients of project completion.
●Managing document storage in CRM.
●Running and correcting CRM database integrity reports to filter and fix possible errors.
●Managing email accounts.
●Meeting with the Operations team to discuss work and strategize.
●Other tasks as assigned (e.g., CRM audits, data reports, preparing reports).
Between 10-40 hours weekly from
April 16 to January 31 and 40+ hours from February 1 to April 15)
Essential Duties and ResponsibilitiesTo perform this job successfully, an individual must be
able to perform the following satisfactorily; other duties may be assigned. Reasonable
accommodations may be made to enable individuals with disabilities to perform the essential
functions.
●Advanced Customer Service.
●Scheduling and resolving conflicts.
●Effective follow-up.
●Time Management.
●Maintaining optimal work performance in a fast-paced environment is a primary
responsibility in this role.
●Relationship management is essential to make the client feel welcome and significant,
either on the phone or in person.
●Maintain flexibility to effectively transition between critical workstations within the
Operations Department.
●Ability to effectively identify process improvement opportunities for the Operations
Departments.
●Familiarity with a variety of tax, accounting, and financial services concepts, practices,
and procedures.
●A wide range of creativity and latitude is expected.
Core ValuesTo perform the job successfully, an individual should demonstrate the following
core values:
●Services Client Above All Else: Cares about client success, is friendly, treats everyone
with respect, understands the value of reputation, and encourages teamwork with
clients.
●Does the Right Thing: Hard worker, willingness, integrity, shows honesty.
●Shows Unequivocal Excellence: Takes responsibility, maintains accountability, values
a collaborative environment, willing to teach, train, and expound.
●Questions to Solve: Continues to strive for perfection, detail-oriented, pragmatic,
creative, values accuracy.
QualificationsTo perform this job successfully, an individual must be able to perform each
essential duty satisfactorily. The requirements listed below are representative of the knowledge,
skill, and/or ability required. Reasonable accommodations may be made to enable individuals
with disabilities to perform the essential functions.
Education/Experience:High school diploma or general education degree (GED) and three to
five years related experience and/or training; or equivalent combination of education and
experience. Some college preferred.
Language Ability:Ability to read and interpret documents such as safety rules, operating and
maintenance instructions, and procedure manuals. Ability to write routine reports and
correspondence. Ability to speak effectively in English on the phone or before groups of
customers or employees of an organization.
