Salary: P70,000 - P85,000 (Monthly Package)
Schedule: Tuesday - Saturday (2:00 AM to 11:00 AM PHT)
What are we looking for?
Tax Administrative Assistant ensures that work delegated by the Manager are completed accurately and timely. Clear communication with internal and external clients regarding job status. Time sensitive data entry of client and project information into our practice management software. This role requires exceptionally strong organization, communication and time management skills. Also, very important in this role is to have the ability to sense urgency and prioritize tasks, especially around tax deadline dates.
Skills Required
Technical Requirements
- Bachelor Degree in Accounting, Finance or related field of study.
- Extremely high level of organizational and time management skills
- High attention to detail
- Strong written and verbal communication skills
- Proficient in Office products, Word, Excel and Outlook.
- 1 year of Project Management experience
- 3-5+ years administrative experience
- US Tax Experience is a must
- Solution-oriented; problem-solver.
- Self-Discipline & Problem-Solving Skills: Ability to work in a very fast-paced environment with minimal supervision. Problem-solving and critical thinking skills required.
- Capacity and commitment to work 40 hours a week during traditional daytime business hours supporting clients.
- Internet Connection Requirements: Must have internet connection.
Personal Requirements
- Solution-oriented; problem-solver.
- Experience in developing strong remote team relationships based on trust, accountability,
integrity, and sharing of best practices.
- Willingness to follow established policies and procedures.
What will you do?
- Client Job and Document Management. Client Portal uploading and downloading, documents received via email, filing and organizing docs within client folders, email notifications to clients & tax preparer as needed.
- New Client Onboarding. Send Welcome E-mail, assign Lacerte Tax ID number, Set-up client Portal login. Email invite to client for portal access. Set-up New Client in firm files: Client number, Add to Outlook database, Create File Folder, Add client to Firm QuickBooks, Add client to Lacerte if we have complete information. Email client the New Client Forms, Track client response, follow up if not received in a timely manner. Track all assigned tasks in tax dome status dashboard and complete assigned tasks. Status of Client and comments on the action being taken (tax dome for tracking purpose)
Research client and get all business information
- Statement of Information (Annual Project as well)
- Business License from the state
- SOS#
- EIN
- DOB
- SSN
- Add new entities to our client software tax dome, send engagement letter, assign Lacerte number, set up folders and file shortcuts, and add tag for group name in tax dome. Customer Service/Communicating with Client as needed
- Assembly. Client Tax Return Assembly and send to Client (Follow up with Client if not received in a timely manner).
- E-file the return when signatures and payment is received. Documenting all in Practice Management software's. Monitor E-file status and place in client's folder. Contacting client if E-file requires more documentation such as 1095 form or dependent information.
- Manage and Track admin outlook inbox for tax dome management request and follow up reminder to the different departments
- Assist with miscellaneous projects such as: tax vouchers, extensions. annual engagement letters, updating jobs and client information in Tax Dome, Tax Dome management, entering clients into Lacerte and client folders.
- Assist with HR staff onboarding, offboarding and HR admin tasks.
- Back up for support staff as needed.
Join the awesome team and enjoy these benefits & perks:
- WFH
- Medical, Dental Coverage and Life insurance from day 1 of employment
- Paid Vacation and Sick Leave (with Quarterly Sick Leave Conversion)
- Competitive salary package and annual appraisal
- Financial Assistance Program
- Mandatory Government Benefits and 13th Month Pay
- Regular Company Events, Work Life Balance, and Career growth opportunities
JOIN CONNECTOS NOW!
ConnectOS is certified as a Great Place to Work and is a top-rated Philippines employer of choice.
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Equal Employment Statement
Employment decisions at ConnectOS will be conducted without consideration of factors such as age', race, color, religion, gender, disability status, sexual orientation, gender identity or expression, genetic information, and marital status. ConnectOS ensures the full confidentiality of the data it processes.
