*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*
*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 mínimal 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
pay: from $133.00 per hour
expected hours: 20 - 30 per week
*education*:
- high school or equivalent (required)
*experience*:
- tax or accounting: 2 years (required)
work location: remote