Administrative Assistant

$38,000 - $44,000/Yr

Incite Tax - Draper, UT

Full-time - Entry Level

Draper, UT

Professional, Scientific, and Technical Services

About the position

The Administrative Assistant at Incite Tax plays a crucial role in ensuring a seamless onboarding process for new clients and managing various administrative tasks related to tax projects. This position is designed for individuals who are organized, self-motivated, and eager to contribute to improving processes within the company. The role involves a variety of responsibilities that support the tax department and enhance client experiences.

Responsibilities

• Efficiently onboard new clients, achieving a success metric of 25 new client set-ups completed per day.
• Compile and electronically organize client documents, with a target of 10 new tax projects digitally organized per day.
• Route tax projects to the tax department for data entry and preparation of tax returns, aiming for 10 projects routed per day.
• Facilitate first-level peer review by tax professionals, ensuring 10 projects are routed for review daily.
• Forward returns for senior-level tax accountant peer review and sign-off, targeting 10 projects routed per day.
• Package returns for client review, ensuring 10 projects are routed to clients for review daily.
• Triage email inboxes for assigned tax professionals, ensuring 100% of client emails are responded to within 24 hours.
• Proactively follow up with clients to complete the review of their returns, ensuring 100% approval within two weeks or at least 7 follow-up emails sent.
• File returns within 24 hours of receipt of client approval, verifying electronic filing acceptance by the IRS within 24 hours of approval.
• Email confirmation to clients that their return has been successfully filed with the IRS within 24 hours of approval.

Requirements

• Proficient in Microsoft Office.
• Strong organizational skills and ability to manage multiple tasks efficiently.
• Self-motivated and independent with a disciplined approach to work.
• Ability to follow processes and systems effectively.

Nice-to-haves

• Experience in process improvement.
• Comfortable sharing ideas for enhancing workflows.

Benefits

• Health insurance
• 401(k) matching
• Paid time off (PTO)
• 14 paid holidays including time between Christmas Eve and New Year's
• Casual attire
• Gym membership