Administrative Assistant - Tax Services

Requirements

Schedule:  Full-time  (40 hours per week)  Mon-Fri 10am-7pm CST (hours may change prior to tax season, Jan 2026)

Client Timezone:  CST (Texas)

Job Description: You’ll be the professional voice and first point of contact for clients navigating their tax needs. This role puts you at the center of a seasonal business where your organizational skills and client service excellence directly impact customer satisfaction. You’ll work closely with tax professionals in a supportive environment that offers clear growth potential from part-time to full-time as the business scales during busy periods.

Responsibilities:

• Answer incoming calls and intelligently route them to tax preparers and appropriate team members
• Manage email communications and craft professional client correspondence
• Schedule appointments and coordinate client meetings efficiently
• Follow up with clients regarding required documents, appointments, and service updates
• Support social media presence through content posting and engagement
• Provide general administrative support to keep operations running smoothly
• Maintain professional communication standards across all client touchpoints
• Learn and navigate phone software systems for seamless call management

Requirements:

• Excellent English communication skills across phone, email, and written correspondence
• Professional phone manner with strong customer service orientation
• Experience managing email communications and client interactions
• Strong organizational abilities and attention to detail
• Reliable internet connection and professional home office setup
• Bonus if you have tax or accounting industry familiarity (helpful for terminology but not required)
• It helps if you’re comfortable learning new software systems quickly

Why Join This Team?:

• Flexible remote work arrangement with your own schedule control
• Clear growth path from part-time to full-time based on seasonal business needs
• Work directly with business owner in a supportive, small team environment
• Seasonal variety keeps the work interesting and dynamic
• Opportunity to develop expertise in professional services industry
• Make a real impact during clients’ most important financial planning time

Apply now. Start helping.