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:
Experience:
- Administrative experience: 1 year (Required)
Work Location: Remote
