Job Summary
Tax Alchemy is seeking a highly organized and proactive Personal Assistant to provide comprehensive support to our team. The ideal candidate will possess exceptional administrative skills and a strong ability to manage multiple tasks efficiently. This role requires a detail-oriented individual who can handle various responsibilities, ensuring smooth daily operations while maintaining a high level of professionalism.

Responsibilities

Manage and organize the Outlook Calendar, scheduling appointments and meetings as needed.
Provide excellent customer service by responding to inquiries and addressing concerns promptly.
Transcribe notes from meetings and prepare documents for distribution.
Plan and coordinate events, ensuring all logistics are handled effectively.
Verify proper Tax documentation is uploaded to portals
Client Portal Creation
Utilize Google Suite and QuickBooks for various administrative tasks, including document creation and financial tracking.
Exhibit strong phone etiquette while handling incoming calls and messages.
Maintain confidentiality and handle sensitive information with discretion.
Support team members with any additional administrative duties as required.

Skills

Proficient in customer service practices, ensuring positive interactions with clients and colleagues.
Strong knowledge of Google Suite applications (Docs, Sheets, Drive) for document management and collaboration.
Experience in office management to maintain an organized work environment.
Familiarity with Outlook Calendar for efficient scheduling and time management.
Ability to transcribe notes accurately and prepare professional documents.
Event planning skills to coordinate successful gatherings or meetings.
High level of computer literacy for navigating various software applications effectively.
Excellent phone etiquette for professional communication over the phone.
Strong administrative skills to support daily operations efficiently.
Tax Knowledge is a plus but not required

We look forward to welcoming a dedicated Personal Assistant who thrives in a dynamic environment and is eager to contribute to our team's success!

Website: https://taxalchemy.com/

Job Type: Full-time

Pay: $25.00 - $28.00 per hour

Expected hours: 40 per week

Benefits:

Health insurance
Paid time off

Schedule:

8 hour shift

Experience:

Administrative experience: 1 year (Required)

Work Location: Remote

Tax Alchemy

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