Administrative Assistant and Task Master Extraordinaire
COMPENSATION:
$38,000-$44,000*
- Compensation is based on experience and skills testing
SCHEDULE:
Full-time Monday - Friday
40 hours per week
Flexible Start: 7am - 9am MST
Flexible End: 3pm-5pm MST
At Incite Tax, we are all about helping business owners achieve financial freedom. Most business owners don't realize there is a better and more effective way to treat their financial situation, and we want to help them.
Come change the accounting industry with us by helping business owners love their numbers!
Incite Tax Core Values
Value Exchange: We save our clients more in taxes than what they pay us.
Self-Motivation: Team members are driven to provide the best service to our clients.
Constant Improvement: No one is perfect, and we can always find ways to improve. We are just proactive about improvement.
Key Responsibilities
At Incite Tax, our Administrative Assistants are instrumental in teeing up our clients for a great experience when we work on their "Tax Projects." A Tax Project for a client consists of the following:
Step "O" for Onboarding New Clients
Our Administrative Assistants Efficiently Onboard New Clients
Success Metric:
25 New Client Set-Ups Completed per Day and 15 "Cheatsheets" Updated per Day
Step 1
Our Administrative Assistants Compile and Electronically Organize the Client's Documents
Success Metric:
10 New Tax Projects Digitally Organized per Day
Step 2
Our Administrative Assistants Tee Up the Tax Department Enters the Data from the Documents and Prepares the Tax Return
Success Metric:
10 Tax Projects Routed to Tax Department per Day
Step 3
Our Administrative Assistants Route Return for First-Level Peer Review by Tax Professional
Success Metric:
10 Tax Projects Routed to First-Level Peer Review per Day
Step 4
Our Administrative Assistants Forward Return Senior-Level Tax Accountant Peer Review and Sign-Off on Client Return
Success Metric:
10 Tax Projects Routed to Senior-Level Tax Accountant Peer Review per Day
Step 5
Our Administrative Assistants Package the Return for Client Review and Ensure the Client Understands the Return and Verifies It Is Accurate
Success Metric:
10 Tax Projects Routed to Tax Department per Day
Step 6
Our Administrative Assistants Follow-Up with Clients to Ensure the Client Understands the Return and Verifies It Is Accurate and That We Receive the Required Client Approval to Proceed with Filing the Return
Success Metric:
10 Tax Projects Sent to Clients for Reviewper Day
Step 7
Our Administrative Assistants Triage the Email Inboxes for your Assigned Tax Professionals and Prepare Prompts for Them to Provide a Response to Client Inquiries Regarding Their Returns Within 24 Hours
Measure of Success:
100% of Client Emails Are Responded to with Care within 24 Hours
Step 8
Proactively Follow-up with Clients to Complete the Review of Their Own Returns
Measure of Success:
100%of Client Returns Are Approved by Client within Two Weeks of Sent -
or At Least 7 Follow-Up Emails Have Been Sent Requesting the Client'sFinal Approval
Step 9
Client Approves Return
Measure of Success:
N/A
Step 10
Our Administrative Assistants File the Return
Measure of Success:
Returns Filed within 24 Hours of Receipt of Client Approval
Step 11
Our Administrative Assistants Verify the Eletronic Filing is Accepted by the IRS
Measure of Success:
Verified within 24 Hours of Receipt of Client Approval (Step 9)
Sep 12
Our Administrative Assistants Complete the Tax Project by Emailing Confirmation to the Client That Their Return Has Been Successfully Filed with the IRS
Measure of Success:
Emailed within 24 Hours of Receipt of Client Approval (Step 9)
Ideal Candidate Characteristics:
- Super organized
- A planner who uses checklists regularly
- Independent and self-disciplined to accomplish tasks
- Loves processes, systems, and dad jokes
- Proficient in Microsoft Office
- Comfortable with sharing ideas for process improvement
- Is kind of a big deal
At Incite Tax, we encourage our staff to have a healthy work/life balance by providing benefits that support an enjoyable life outside the workplace.
Benefits & Perks:
- Health insurance
- 401K with employer match
- PTO
- 14 Paid holidays including time between Christmas Eve - New Year's
- Casual attire
Our Philosophy: The IRS Sucks!
We want to help our clients use their hard-earned money to grow their wealth, scale their businesses, and leave an impact on their community, while not foolishly overpaying taxes.
At Incite, we don't let the IRS take advantage of what our clients don't know. Our priority is to educate our clients on tax benefits that are legal and defendable-saving them thousands of dollars!
Our belief is that money is more prudent in the hands of taxpayers versus surreptitiously sending it to the IRS.
APPLICATION PROCESS:
- 1. Apply online
- 2. Complete Prevue Assessment* online within 24 hours of application (Approximately 35 minutes to complete)
- The assessment is automatically emailed to you upon submitting your application
- 3. Initial Zoom Interview (Approximately 20 minutes)
- 4. Skills Test 1 (Approximately 20 minutes to complete)
- 5. Key Competencies Interview (Approximately 1 hour)
Application to Job Offer is typically one week...apply now!
Our Manifesto
At Incite Tax, we foster an environment where individuals can thrive both professionally and personally because of our commitment to the following tenants:
#1 Prioritize Work-Life Balance
#2 Reduce Excessive Work Hours
#3 Provide Support for Families
#4 Offer Mentorship and Feedback
#5 Address Industry-Wide Issues
#6 Promote a Caring Work Environment
#7 Combat Greed and Unrealistic Expectations
#8 Advocate for Industry Reform
Join our fun, growing administrative team!
