Note: The job is a remote job and is open to candidates in USA. Incite Tax is seeking a highly organized, detail-oriented Administrative Assistant who thrives in structured environments and is committed to delivering exceptional client service. In this role, you will support the tax team by preparing client files, managing communication, and ensuring smooth project flow throughout the tax process.
Responsibilities
- Organize and electronically compile all required client documents for tax preparation
- Prepare files for the Tax Department so they can efficiently input data and complete returns
- Coordinate first-level reviews by routing files to Tax Professionals for initial peer review
- Package completed tax returns for clients in a clear, accurate, and easy-to-understand format
- Answer incoming client phone calls—warmly, professionally, and consistently
- Follow up with clients to confirm understanding, gather missing documents, and obtain approval to file
- Route or resolve client inquiries promptly
- Email clients to confirm successful filing with the IRS
- Secure final client approval before filing
- File returns electronically with the IRS
- Confirm filing acceptance and close out Tax Projects
- Manage and triage email inboxes for assigned tax professionals
- Prepare prompts and reminders to ensure timely responses to clients
- Proactively reach out to clients to keep Tax Projects moving forward
- Support bookkeeping onboarding tasks, as needed
Skills
- Super organized and detailed
- A planner who uses checklists regularly
- Independent and self-disciplined to accomplish tasks
- Loves processes, systems, and dad jokes
- Proficient in Google Suite
- Comfortable with sharing ideas for process improvement
- Is kind of a big deal
Benefits
- Comprehensive health insurance
- 401K with employer match
- Paid Time Off ( PTO )
- 14 paid holidays (including Christmas Eve through New Year’s Day)
- Opportunities for professional development and career growth
- Casual dress code (jeans and t-shirts encouraged)
- Supportive culture that values work-life balance and employee well-being
- Balance: Reasonable hours year-round (yes, even during tax season)
- Growth: A clear, accelerated path to leadership and ownership
- Flexibility: Work as a remote accountant or enjoy a hybrid schedule that fits your life
- Culture: A positive, collaborative team that values people as much as performance
Company Overview