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Office Administrative Assistant

2 months ago

Temecula, United States Elite Tax Partners Full time
Job DescriptionJob Description

About Us


Before I tell you about this awesome opportunity, let me introduce myself and my company. My name is Nicole, and I founded Elite Tax Partners because I realized something crucial was missing in the traditional model—heart. Dissatisfied with the impersonal approach of larger firms, I set out to build a company where values are not just talked about but lived and breathed in every interaction. I wanted to create a business driven not by profits but by purpose.


Our values are simple yet powerful: grit, community, and integrity. Grit means rolling up our sleeves and doing whatever it takes to get the job done, even when it's hard. Community is about giving back and supporting each other, both inside and outside the office. Integrity is non-negotiable—we do what we say we'll do, no matter what.


But it's not just about what we stand for—it's also about what we stand against. We're on a mission to fight against corporate greed, where profits come before people, and shareholders matter more than employees. We believe in putting our team and clients first, always. We know that when our clients thrive, our communities thrive.


We understand that if we want a better world, it starts with us. We're committed to giving back through both financial contributions and boots-on-the-ground community outreach. Whether it's volunteering our time or resources, we're dedicated to making a meaningful difference in the community we love.


If you're looking for more than just a job—if you want to be part of something bigger, where your work has purpose and your voice is heard—join us at Elite Tax Partners. Together, we're rewriting the story of what it means to be a tax firm, one client, one community at a time.


Office Administrative Assistant - Flexible Position

Our company is growing rapidly, and we need a right-hand person to help us get things done. When wrapping up a meeting, we need assistance with follow-ups and notes. This means you need to listen carefully, take diligent notes, draft great emails, and be willing to hold people accountable.


We keep a tidy ship here at Elite. We need someone who can help organize, sort through, and file both physical and digital piles of paperwork—and be able to find these files days or even months later when they are needed. You must be patient, organized, and have a great memory.


Our office is busy, and sometimes we travel for work, seminars, etc. We need someone to help fuel our cars, attend to personal errands, and return the unnecessary things we purchased on Amazon. This means you need to be able to drive, complete errands efficiently, and become best friends with the clerk at Mail Mart.


Emails come in at the speed of light, and our days are booked from dawn till dusk. We need someone who can get familiar with our business, as well as our friends and family. We are buried in our daily work tasks, so it’s no wonder we forget to buy that special birthday gift or need to change a flight last minute. You will need to learn who and what is important to us and be able to make decisions independently to get these “need this done yesterday” tasks knocked off our to-do list.


  • Do we set the bar high? Yes.
  • Are our directions always clear? No.
  • Can you read minds? I sure hope so.
  • Will you have the support of a fantastic team? Yes.
  • Will you be making an impact both with our clients and in our community? Definitely.


We have worked tirelessly to implement the best policies, procedures, and systems to keep our business running efficiently. As we grow, this has become an ever-evolving process. We adapt as we go. We need a quick thinker who can contribute ideas to our evolving procedures and help create the best systems for us and our clients.


The Office Administrative Assistant position at Elite Tax Partners offers flexibility in both scheduling and employment status. This means that the hours and days of work can be tailored to accommodate both the needs of the executive and the preferences of the candidate. Whether you're seeking part-time or full-time employment, we're open to discussing arrangements that suit both parties. We understand the importance of work-life balance and are committed to providing a supportive and adaptable work environment.


The person to fill this position will be integral to our team, and hiring the right person for this role is very important to us. If all of this sounds amazing to you, please apply here to begin the interview process.


The Office Administrative Assistant’s primary role is to support the Founding Partner with organizational tasks within the firm and their personal life, allowing them to refocus time and energy on growing the firm. Additionally, the Office Administrative Assistant will receive firm-related tasks from the Director of Operations.


Compensation

  • $18 - $20 hourly
  • Potential for a discretionary bonus based on performance
Compensation:

$18 - $20 hourly

Responsibilities:

Primary Duties

The Office Administrative Assistant will be responsible for the following tasks:

  • Calendar Management: Maintain the Founding Partner’s calendar by ensuring all necessary details are included in each entry, preventing double bookings, aligning appointments with the Partner’s block scheduling, and booking appointments appropriately based on availability and travel time.
  • Professional Appointments: Schedule meetings with referral partners, vendors, management coaches, and more.
  • Personal Appointments: Handle scheduling for medical visits, personal care, auto detailing, and other personal commitments.
  • Email Organization: Manage the Partner’s emails by reviewing and prioritizing incoming messages, sorting them into appropriate folders, and responding according to the Partner’s instructions. Aim to achieve a “Zero Inbox” at the end of each workday.
  • Meeting Support: Organize and attend meetings with the Partner, take comprehensive notes, convert them into actionable tasks, and follow up with attendees to ensure the completion of these tasks.
  • Travel Arrangements: Book travel for both professional and personal needs, and provide assistance with any modifications or additional requirements during the Partner’s travel.
  • Weekly and Daily Meetings: Participate in weekly one-on-one meetings with the Partner to optimize productivity for the week and attend daily stand-up meetings to review and prioritize tasks for the day.
  • Personal Assistance: Handle personal tasks for the Partner, including dry-cleaning, grocery shopping, and scheduling personal appointments.
  • Project Management & Event Planning: Assist with project management and event planning for both the Partner and the firm’s activities.
  • Office Supply Management: Order office supplies and other equipment as requested by the Director of Operations.
  • Additional Tasks: Perform other duties as assigned by the Partner or Director of Operations.
Qualifications:

Qualifications & Skills

  • Strong Time Management and Organizational Skills: Ability to manage multiple tasks and priorities efficiently, ensuring deadlines are met and schedules are adhered to.
  • Proficiency in Microsoft Office Suite: Comfortable using Word, Excel, Outlook, and other Microsoft Office applications. Willingness to learn new software as needed.
  • Professional Appearance and Demeanor: Maintains a polished, professional appearance and conducts oneself in a manner that reflects the values and standards of the company.
  • Excellent Communication Skills: Strong verbal and written communication abilities, with a focus on fostering teamwork and collaboration within the office.
  • Adaptability: Ability to adjust to changing priorities and work effectively in a fast-paced, dynamic environment.
  • Attention to Detail and Accuracy: Ensures tasks are completed with precision and thoroughness, minimizing errors and omissions.
  • Reliability and Dependability: Demonstrated track record of being reliable and dependable in previous roles, consistently showing up and performing at a high level.


About Company

At Elite Tax Partners, our team is driven by the connections we build with our clients and the positive impact we make in our community. We work hand in hand with our clients to navigate the world of accounting, giving back the gifts of time and financial peace of mind.