What are the responsibilities and job description for the Administrative Assistant position at Omni Tax Help?
Job Title: Administrative Assistant – Tax Resolution Firm
Location: Vero Beach, FL
Employment Type: Full-Time
Schedule: Monday–Friday, 8:00 AM–5:00 PM
Start Date: May 15th
About Us
Omni Tax Help is a fast-growing tax resolution firm dedicated to helping individuals and businesses resolve IRS and state tax issues with professionalism, accuracy, and compassion. We pride ourselves on delivering exceptional client service and providing a supportive, team-oriented work environment.
Position Overview
We are seeking a detail-oriented, organized Administrative Assistant to support our tax resolution team. The ideal candidate is proactive, dependable, and comfortable working in a high-volume, deadline-driven environment. This role is perfect for someone who enjoys administrative work, communicating with clients, and supporting case managers and tax professionals.
Responsibilities
- Assist case managers and tax professionals with day-to-day tasks
- Gather, organize, and maintain client documents (financials, IRS notices, forms, etc.)
- Manage client communication via phone, email, and mail
- Prepare engagement letters and assist with onboarding new clients
- Update CRM/case management systems with accurate information
- Coordinate scheduling for client meetings and internal team consultations
- Track case progress and follow up on outstanding items
- Perform general administrative tasks as needed to support smooth office operations
Qualifications
- Previous administrative or paraprofessional experience preferred (tax, legal, or financial services a plus)
- Strong organizational skills and attention to detail
- Excellent written and verbal communication skills
- Ability to multitask and manage competing priorities
- Proficient with computers, including Microsoft Office and CRM systems
- Comfortable interacting with clients in sensitive or stressful situations
- High level of professionalism, confidentiality, and reliability
Preferred Skills (Optional)
- Experience in tax resolution, bookkeeping, or accounting
- Knowledge of IRS processes or tax forms
- Bilingual abilities (Spanish/English)
What We Offer
- Competitive pay
- Paid time off and holidays
- Growth opportunities within the firm
- Supportive, team-focused environment
- Training provided
Salary : $16