Incite Tax
Administrative Assistant and Task Master Extraordinaire COMPENSATION:
$38,000-$44,000 Compensation is based on experience and skills testingSCHEDULE:
Full-timeMonday - Friday40 hours per weekFlexible Start:
7am - 9am MSTFlexible End:
3pm-5pm MSTLOCATION:
Fully RemoteAt Incite Tax, we are all about helping business owners achieve financial freedom.
Most business owners don't realize there is a better and more effective way to treat their financial situation, and we want to help them.
Come change the accounting industry with us by helping business owners love their numbers! Incite Tax Core ValuesValue Exchange:
We save our clients more in taxes than what they pay us.
EUR Self-Motivation:
Team members are driven to provide the best service to our clients.
EUR Constant Improvement:
No one is perfect, and we can always find ways to improve.
We are just proactive about improvement.
EUR Key ResponsibilitiesAt Incite Tax, our Administrative Assistants are instrumental in teeing up our clients for a great experience when we work on their Tax Projects.
A Tax Project for a client consists of the following:
Step O for Onboarding New ClientsOur Administrative Assistants Efficiently Onboard New ClientsSuccess Metric:
25 New Client Set-Ups Completed per Day and 15 Cheatsheets Updated per DayStep 1Our Administrative Assistants Compile and Electronically Organize the Client's DocumentsSuccess Metric:
10 New Tax Projects Digitally Organized per DayStep 2Our Administrative Assistants Tee Up the Tax Department Enters the Data from the Documents and Prepares the Tax ReturnSuccess Metric:
10 Tax Projects Routed to Tax Department per DayStep 3Our Administrative Assistants Route Return for First-Level Peer Review by Tax Professional Success Metric:
10 Tax Projects Routed to First-Level Peer Review per DayStep 4 Our Administrative Assistants Forward Return Senior-Level Tax Accountant Peer Review and Sign-Off on Client ReturnSuccess Metric:
10 Tax Projects Routed to Senior-Level Tax Accountant Peer Review per DayStep 5Our Administrative Assistants Package the Return for Client Review and Ensure the Client Understands the Return and Verifies It Is AccurateSuccess Metric:
10 Tax Projects Routed to Tax Department per DayStep 6Our Administrative Assistants Follow-Up with Clients to Ensure the Client Understands the Return and Verifies It Is Accurate and That We Receive the Required Client Approval to Proceed with Filing the ReturnSuccess Metric:
10 Tax Projects Sent to Clients for Reviewper DayStep 7Our Administrative Assistants Triage the Email Inboxes for your Assigned Tax Professionals and Prepare Prompts for Them to Provide a Response to Client Inquiries Regarding Their Returns Within 24 HoursMeasure of Success:
100% of Client Emails Are Responded to with Care within 24 HoursStep 8Proactively Follow-up with Clients to Complete the Review of Their Own ReturnsMeasure of Success:
100%of Client Returns Are Approved by Client within Two Weeks of Sent - or At Least 7 Follow-Up Emails Have Been Sent Requesting the Client'sFinal ApprovalStep 9Client Approves ReturnMeasure of Success:
N/AStep 10Our Administrative Assistants File the ReturnMeasure of Success:
Returns Filed within 24 Hours of Receipt of Client ApprovalStep 11Our Administrative Assistants Verify the Eletronic Filing is Accepted by the IRSMeasure of Success:
Verified within 24 Hours of Receipt of Client Approval (Step 9)Sep 12Our Administrative Assistants Complete the Tax Project by Emailing Confirmation to the Client That Their Return Has Been Successfully Filed with the IRSMeasure of Success:
Emailed within 24 Hours of Receipt of Client Approval (Step 9)Ideal Candidate Characteristics:
Super organized A planner who uses checklists regularlyIndependent and self-disciplined to accomplishtasksLoves processes, systems, and dad jokesProficient in Microsoft OfficeComfortable with sharing ideas for process improvement Is kind of a big dealEUR At Incite Tax, we encourage our staff to have a healthy work/life balance by providing benefits that support an enjoyable life outside the workplace.
Benefits & Perks:
Health insurance401K with employer match PTO14 Paid holidays including time between Christmas Eve - New Year's Casual attireGym membershipOur Philosophy:
The IRS Sucks!EUR We want to help our clients use their hard-earned money to grow their wealth, scale their businesses, and leave an impact on their community, while not foolishly overpaying taxes.
EUR At Incite, we don't let the IRS take advantage of what our clients don't know.
Our priority is to educate our clients on tax benefits that are legal and defendable-saving them thousands of dollars!EUR Our belief is that money is more prudent in the hands of taxpayers versus surreptitiously sending it to the IRS.
EUR APPLICATION PROCESS:
1.
Apply online2.
Complete Prevue Assessment online within 24 hours of application (Approximately 35 minutes to complete) The assessment is automatically emailed to you upon submitting your application 3.
Initial Zoom Interview (Approximately 20 minutes)4.
Skills Test 1 (Approximately 20 minutes to complete) 5.
Second Interview (Approximately 1 hour)6.
Key Competencies Interview (Approximately 1 hour)7.
Team Shadow Day Experience a Day in the Life with Us(3 hours)Application to Job Offer is typically one weekapply now!Our ManifestoEUR At Incite Tax, we foster an environment where individuals can thrive both professionally and personally because of our commitment to the following tenants:
EUR #1 Prioritize Work-Life BalanceEUR #2 Reduce Excessive Work HoursEUR #3 Provide Support for FamiliesEUR #4 Offer Mentorship and FeedbackEUR #5 Address Industry-Wide IssuesEUR #6 Promote a Caring Work EnvironmentEUR #7 Combat Greed and Unrealistic ExpectationsEUR #8 Advocate for Industry ReformJoin our fun, growing administrative team! APPLY NOWAbout the Company:
Incite Tax.
Estimated Salary: $20 to $28 per hour based on qualifications.
$38,000-$44,000 Compensation is based on experience and skills testingSCHEDULE:
Full-timeMonday - Friday40 hours per weekFlexible Start:
7am - 9am MSTFlexible End:
3pm-5pm MSTLOCATION:
Fully RemoteAt Incite Tax, we are all about helping business owners achieve financial freedom.
Most business owners don't realize there is a better and more effective way to treat their financial situation, and we want to help them.
Come change the accounting industry with us by helping business owners love their numbers! Incite Tax Core ValuesValue Exchange:
We save our clients more in taxes than what they pay us.
EUR Self-Motivation:
Team members are driven to provide the best service to our clients.
EUR Constant Improvement:
No one is perfect, and we can always find ways to improve.
We are just proactive about improvement.
EUR Key ResponsibilitiesAt Incite Tax, our Administrative Assistants are instrumental in teeing up our clients for a great experience when we work on their Tax Projects.
A Tax Project for a client consists of the following:
Step O for Onboarding New ClientsOur Administrative Assistants Efficiently Onboard New ClientsSuccess Metric:
25 New Client Set-Ups Completed per Day and 15 Cheatsheets Updated per DayStep 1Our Administrative Assistants Compile and Electronically Organize the Client's DocumentsSuccess Metric:
10 New Tax Projects Digitally Organized per DayStep 2Our Administrative Assistants Tee Up the Tax Department Enters the Data from the Documents and Prepares the Tax ReturnSuccess Metric:
10 Tax Projects Routed to Tax Department per DayStep 3Our Administrative Assistants Route Return for First-Level Peer Review by Tax Professional Success Metric:
10 Tax Projects Routed to First-Level Peer Review per DayStep 4 Our Administrative Assistants Forward Return Senior-Level Tax Accountant Peer Review and Sign-Off on Client ReturnSuccess Metric:
10 Tax Projects Routed to Senior-Level Tax Accountant Peer Review per DayStep 5Our Administrative Assistants Package the Return for Client Review and Ensure the Client Understands the Return and Verifies It Is AccurateSuccess Metric:
10 Tax Projects Routed to Tax Department per DayStep 6Our Administrative Assistants Follow-Up with Clients to Ensure the Client Understands the Return and Verifies It Is Accurate and That We Receive the Required Client Approval to Proceed with Filing the ReturnSuccess Metric:
10 Tax Projects Sent to Clients for Reviewper DayStep 7Our Administrative Assistants Triage the Email Inboxes for your Assigned Tax Professionals and Prepare Prompts for Them to Provide a Response to Client Inquiries Regarding Their Returns Within 24 HoursMeasure of Success:
100% of Client Emails Are Responded to with Care within 24 HoursStep 8Proactively Follow-up with Clients to Complete the Review of Their Own ReturnsMeasure of Success:
100%of Client Returns Are Approved by Client within Two Weeks of Sent - or At Least 7 Follow-Up Emails Have Been Sent Requesting the Client'sFinal ApprovalStep 9Client Approves ReturnMeasure of Success:
N/AStep 10Our Administrative Assistants File the ReturnMeasure of Success:
Returns Filed within 24 Hours of Receipt of Client ApprovalStep 11Our Administrative Assistants Verify the Eletronic Filing is Accepted by the IRSMeasure of Success:
Verified within 24 Hours of Receipt of Client Approval (Step 9)Sep 12Our Administrative Assistants Complete the Tax Project by Emailing Confirmation to the Client That Their Return Has Been Successfully Filed with the IRSMeasure of Success:
Emailed within 24 Hours of Receipt of Client Approval (Step 9)Ideal Candidate Characteristics:
Super organized A planner who uses checklists regularlyIndependent and self-disciplined to accomplishtasksLoves processes, systems, and dad jokesProficient in Microsoft OfficeComfortable with sharing ideas for process improvement Is kind of a big dealEUR At Incite Tax, we encourage our staff to have a healthy work/life balance by providing benefits that support an enjoyable life outside the workplace.
Benefits & Perks:
Health insurance401K with employer match PTO14 Paid holidays including time between Christmas Eve - New Year's Casual attireGym membershipOur Philosophy:
The IRS Sucks!EUR We want to help our clients use their hard-earned money to grow their wealth, scale their businesses, and leave an impact on their community, while not foolishly overpaying taxes.
EUR At Incite, we don't let the IRS take advantage of what our clients don't know.
Our priority is to educate our clients on tax benefits that are legal and defendable-saving them thousands of dollars!EUR Our belief is that money is more prudent in the hands of taxpayers versus surreptitiously sending it to the IRS.
EUR APPLICATION PROCESS:
1.
Apply online2.
Complete Prevue Assessment online within 24 hours of application (Approximately 35 minutes to complete) The assessment is automatically emailed to you upon submitting your application 3.
Initial Zoom Interview (Approximately 20 minutes)4.
Skills Test 1 (Approximately 20 minutes to complete) 5.
Second Interview (Approximately 1 hour)6.
Key Competencies Interview (Approximately 1 hour)7.
Team Shadow Day Experience a Day in the Life with Us(3 hours)Application to Job Offer is typically one weekapply now!Our ManifestoEUR At Incite Tax, we foster an environment where individuals can thrive both professionally and personally because of our commitment to the following tenants:
EUR #1 Prioritize Work-Life BalanceEUR #2 Reduce Excessive Work HoursEUR #3 Provide Support for FamiliesEUR #4 Offer Mentorship and FeedbackEUR #5 Address Industry-Wide IssuesEUR #6 Promote a Caring Work EnvironmentEUR #7 Combat Greed and Unrealistic ExpectationsEUR #8 Advocate for Industry ReformJoin our fun, growing administrative team! APPLY NOWAbout the Company:
Incite Tax.
Estimated Salary: $20 to $28 per hour based on qualifications.
|
|
 | |
