About us
At Legacy Tax Firm, we're all about more than just helping clients with taxes. We're dedicated to helping our employees grow in their careers. Joining our team means you're not just getting a job; you're starting a career full of chances to learn, lead, and develop. We support our people with training, mentorship, and opportunities to work on exciting projects. Our values — Growth, Excellence, Commitment, and Action — aren't just words; they guide how we create an environment where you can succeed professionally and personally.
Our work environment includes:
- Work from home opportunties
- Growth opportunities
- Collaborative Culture
Job Summary
We are seeking a highly organized and detail-oriented Administrative Assistant to join our team. As an Administrative Assistant, you will play a crucial role in supporting our daily operations and ensuring smooth office functioning. The ideal candidate will have tax, accounting, or bookkeeping experience, excellent communication skills, strong attention to detail, and the ability to multitask effectively.
Duties
- Provide administrative support to the management team
- Answer and direct phone calls, take messages, and respond to inquiries
- Ensure fast and smooth onboarding of all new clients
- Assist with scheduling appointments and maintaining calendars
- Prepare and edit documents, correspondence, and reports
- Conduct research and compile data for various projects
- Maintain client data in company crm
- Assist with maintenance of company online presence
- Assist with basic bookkeeping tasks using QuickBooks
- Organize and maintain digital files
- Ensures delivery and satisfaction of services by requesting feedback survey and other metrics.
Requirements
- Minimum of 2 years experience as an Administrative Assistant or similar role
-Minimum of 1 year tax preparation, bookkeeping, or accounting experience
- Proficient in Microsoft Office Suite (Word, Excel, PowerPoint)
- Strong written and verbal communication skills
- Excellent organizational and time management abilities
- Attention to detail and problem-solving skills
- Ability to work independently with minimal supervision
- Knowledge of office management systems and procedures
- Experience with customer service or front desk duties is a plus
- Familiarity with QuickBooks or other accounting software is preferred
- Ability to transcribe meeting minutes accurately is a plus
- Experience in event planning or project coordination is a bonus
If you are a motivated individual with a passion for organization, making a difference, and providing exceptional administrative support, we would love to hear from you. Apply today to join our dynamic team!
Job Type: Full-time
Pay: From $25.00 per hour
Expected hours: 20 – 30 per week
Schedule:
- 4 hour shift
- 8 hour shift
Education:
- High school or equivalent (Required)
Experience:
- Tax or accounting: 2 years (Required)
Work Location: Remote