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Administrative Assistant

2 months ago

Irvine, United States TaxRise Full time
Job DescriptionJob Description

At TaxRise, our mission is simple yet impactful: to revolutionize the way taxpayers navigate their tax challenges. We believe in the power of lifting others up, and that's the driving force behind everything we do.

When you join us, you're not just becoming part of a company; you're joining a movement. We're a team that thrives on celebrating successes and making a genuine impact on people's lives. We're proud to be the fastest-growing company in our industry, and we're on the lookout for exceptional individuals to help us continue our journey of transformation.

If you're ready to bring your unique talents and innovative spirit to a company where your work truly matters, TaxRise is the place to be. Join us and be part of a team that’s reshaping the future of tax resolution.

ABOUT THE ROLE:

The Administrative Assistant will assist tax professionals by organizing and recording incoming correspondence, handling Power of Attorney (POAs), and ensuring comprehensive documentation is forwarded to the tax professionals. Additionally, the Administrative Assistant will play a pivotal role in maintaining organized records, coordinating meetings, and facilitating efficient communication within the team.

WHAT YOU’LL DO:

  • Maintain confidentiality of highly sensitive tax information.
  • Process Power of Attorney (POA) requests efficiently and accurately.
  • Transcribe important information from various sources to maintain comprehensive records.
  • Draft and manage deadlines to ensure timely completion of tasks.
  • Receive and manage correspondence from various departments related to clients, IRS, and state agencies.
  • Initiate communication with clients via SMS to obtain necessary signatures for documents.
  • Answer phones and route calls to the correct tax professional.
  • Listen to tax professional voicemails, assign them to designated tax professionals, and update CRM with important notes.
  • Collaborate with tax professionals to enhance communication strategies, adapting to individual preferences.
  • File and retrieve client records, documents, and reports efficiently.
  • Handle third-party transfer requests received via Slack, ensuring attention to detail in preparing recall request forms for mailing.
  • Demonstrate adaptability in working with two different CRMs (Logics and Salesforce).
  • Schedule meetings and/or conference calls to facilitate effective team communication.
  • Other duties and responsibilities as assigned.

WHAT YOU’LL NEED TO HAVE:

  • Ability to flexibly approach tasks and adapt to evolving work requirements.
  • Demonstrates attention to detail, ensuring accuracy in all aspects of the role.
  • Effective verbal and written communication skills to interact with tax professionals and team members.
  • Proactively identifies and addresses requirements, anticipating the needs of the tax professionals.
  • Maintains a high level of professionalism in handling sensitive information, interacting and collaborating with team members.
  • High school diploma or general education degree (GED); or six to twelve months related experience and/or training; or equivalent combination of education and experience.

We understand potential comes in many forms. Even if you don’t check every box, we still encourage you to apply; we consider all qualified candidates.

WHAT WE OFFER:

  • Medical, Dental, and Vision Insurance after 60 days
  • Paid Time Off (Vacation, Sick, Holidays)
  • Wellness Days
  • 401(k) retirement plan
  • Professional Development Program
  • Access to on-site gym and gaming lounge
  • Quarterly company outings
  • Catered meals every Friday

PAY RANGE: $17.00 - $19.00 per hour

The above-range represents TaxRise’s current good-faith pay scale for this role. TaxRise reserves the right to modify or update this range at any time.

At TaxRise, we’re proud to be an equal opportunity employer. We realize the key to creating a company with world-class culture and employee experience comes from who we hire and creating a workplace that celebrates everyone.

We provide equal employment opportunities (EEO) to all without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law.

TaxRise is also committed to ensuring equal opportunity in employment for qualified persons with disabilities. If you require any reasonable accommodation throughout the recruiting process, please let your recruiter know.