The Best Applicant Will Be:
We are seeking a diligent Administrative Specialist who thrives in a fun, fast-paced, rapidly growing, and professional remote work environment. We value individuals who are servant-hearted, disciplined, sincere, flexible, and detailed. The candidate should be cooperative, supportive, willing, and helpful.
Background of Company:
One Stop Tax Strategists is co-founded by sisters Tiffany and Melanie, inspired by their father Byron, a CPA with over 30 years of experience. Our company specializes in tax planning, preparation, bookkeeping, payroll, fractional CFO services, life insurance, and financial planning for entrepreneurs. We are committed to helping our clients pay the least tax legally possible, enabling them to fund their dreams.
Our mission is to help entrepreneurs enjoy living more by paying less tax.
To get a feel for who we are, check out our website (www.onestoptaxstrategists.com) and Instagram (@melaniesikma or @onestoptaxstrategists)!
Role of Posting, Tasks, & Skill Set:
As an Administrative Specialist, you will:
- Have experience and ability to use the following:
- Google Drive, Google Docs, Google Sheets/Excel, and basic computer skills/adequacy to do research and learn other softwares
- Some basic tax background is very helpful. You will be putting together proposals, so being able to look at a 1040 and price according to the complexity of the return is useful
- Experience with CRM Go High Level is a bonus
- Be a self starter with minimal supervision and guidance. We have basic SOPs and structures in place, but I also want our admin to be given a generic task and do the research and work to get the job done.
-Assist the sales team in completing their administrative tasks. These include, but are not limited to:
- Creating documents for note capture for each prospective client and sales call (copy, paste, and add in prospect’s information provided)
- Creating proposals for prospective clients
- Putting together the tax plan reports with information provided by the sales team and tax team
- Email management
- Client communication as needed
- Initiating the onboarding process of new clients
- Placing customer satisfaction follow up outreach automations in place
- Managing sensitive documents being uploaded by clients
- Coordinating communication between the sales team and tax team
- Assisting in some client communication- usually via email
- Possible task management coordination of the sales team
- Other administrative tasks as needed by sales team and leadership department
- Ensure accuracy and quality in all tasks with a steady, even pace.
- Follow repetitive routines and complete a set of procedures.
- Work within established systems, standards, and procedures, focusing on technical and analytical aspects.
- Make decisions within a clearly defined job scope, adhering to defined policies and procedures.
- Collaborate with management and peers in a structured job environment, providing helpful and supportive communication.
- Focus on delivering consistent, error-free work based on defined regulations and standards.
Core Values of the Company:
1. Growth - Embracing change and learning.
2. Integrity - Leading by example with honesty.
3. Fun - Fostering a light-hearted and enjoyable workplace.
4. Vitality - Living purposefully and embracing each moment.
5. Teamwork - Unified commitment to our mission and success.
6. Ownership - Taking responsibility and delivering meaningful results.
Our Process for Interviewing:
Our interview process is designed to ensure a mutual fit. It includes:
1. Initial Screening: Review of applications and resumes.
2. First Interview: A conversation to understand your skills and experience.
3. Second Interview(Optional): A deeper dive into your fit with our core values and role specifics.
4. Third Interview (Optional): Meet the leadership team and who you would be working with
5. Final Evaluation: Decision-making and offer presentation.
Next Steps:
Thank you for your interest in starting a new career with One Stop Tax Strategists. As part of our interview process, we ask that you please send a resume to info@onestoptaxstrategists.com. In your resume, please include your favorite dessert and animal so we can see how in-depth you read instructions. Also, complete a Predictive Index survey by clicking the link below. The survey will allow you to tell us more about yourself. It is incredibly easy and only takes about 6 minutes to complete.
Enjoy!
Predictive Index Survey Linked Here: https://assessment.predictiveindex.com/A86/946962be-0923-41aa-abbe-283ec52fb4eb?type=candidateba
Job Types: Full-time, Part-time
Expected hours: 40 per week
Benefits:
- Flexible schedule
- Health insurance
- Paid time off
Schedule:
Work Location: Remote