What are the responsibilities and job description for the Administrative Assistant position at Hire Agency?
Administrative Assistant and Task Master Extraordinaire
COMPENSATION:
$18-$21 per hour*
$18-$21 per hour*
*Compensation is based on experience and skills testing
SCHEDULE:
Full-time Monday - Friday
40 hours per week
Hours: 9:00 am - 5:00 pm MST
40 hours per week
Hours: 9:00 am - 5:00 pm 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.
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:
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:
What You'll Do:
- Organize Client Documents: Gather, compile, and electronically organize all necessary documents from new clients.
- Answer Client Calls: Answer incoming client phone calls, provide friendly and professional support, and ensure inquiries are routed or resolved promptly.
- Prepare Documentation for Tax Team: Tee up the file so our Tax Department can enter data and prepare the return.
- First-Level Review Coordination: Route the return to a Tax Professional for an initial peer review.
- Senior Review & Sign-Off: Forward the reviewed return to a senior-level tax accountant for final approval.
- Client Packaging: Package the return for client review, ensuring it's clear, accurate, and easy to understand.
- Client Follow-Up: Follow up with clients to confirm understanding and gather approval to proceed with filing.
- Inbox Management: Triage email inboxes for assigned tax professionals and prepare prompts for timely responses to client inquiries.
- Proactive Client Outreach: Follow up proactively to help clients complete their review process efficiently.
- Approval Collection: Secure final client approval to move forward with filing.
- File the Return: Submit the return electronically to the IRS.
- Confirm Filing Acceptance: Verify the IRS has accepted the electronic filing.
- Project Completion: Email clients to confirm their return was successfully filed with the IRS.
Key Metrics (While each step has its own metrics associated, these are key metrics to ensure our clients receive the best service):
100% of Client Emails Are Responded to with Care within 24 Hours
98.9% of Incoming Client Calls are answered by an Administrative Assistant and any voice messages are returned by the end of the day
98.9% of Incoming Client Calls are answered by an Administrative Assistant and any voice messages are returned by the end of the day
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 than 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!
Salary : $18 - $21