What are the responsibilities and job description for the Case Administration 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 rapidly 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 exceptional client service, a supportive team culture—and most importantly—real opportunities for career advancement as our firm continues to expand.
Position Overview
We are seeking a detail-oriented and organized Administrative Assistant to support our tax resolution team. This role is ideal for someone who enjoys administrative work, communicating with clients, and supporting case managers and tax professionals.
If you're looking not just for a job but for a career path, this position offers the chance to grow into paraprofessional roles, case management, or other operational positions within the firm.
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 consultations
- Track case progress and follow up on outstanding items
- Perform general administrative tasks 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
- Clear career progression opportunities as the firm grows
- A supportive, team-focused environment
- Training and development to help you advance
We actively promote from within—making this a strong opportunity for someone who wants long-term growth in the tax resolution industry.
How to Apply
Please submit your resume in Zip Recruiter.
Salary : $16