Ten40 Tax

Role Description Join Ten40 Tax, a dynamic and friendly accounting firm dedicated to helping individuals and small businesses thrive. As an Administrative Assistant/Customer Service professional, you'll be at the heart of our mission to provide personalized and accurate tax preparation and financial consulting services. With values like accessibility, accountability, boldness, and challenge guiding us, we're looking for someone who can bring enthusiasm and organization to our team. - Handle client inquiries via phone and email, providing friendly and efficient customer service. - Assist with scheduling both in-person and remote appointments for tax preparation and accounting consultations. - Manage secure document uploads and ensure all client files are organized and accessible for team members. - Support the accounting team with administrative tasks, such as data entry and filing electronic signatures. - Help maintain a welcoming atmosphere in the office and ensure clients feel valued and supported during their visits. Qualifications - High school diploma or equivalent required; some college coursework in business or accounting is a plus. - Excellent verbal and written communication skills to interact effectively with clients and team members. - Proficiency in using office software like Microsoft Office Suite (Word, Excel, Outlook) and familiarity with accounting software is preferred. - Strong organizational skills with the ability to manage multiple tasks and priorities in a fast-paced environment. - Customer service experience, preferably in a financial or professional services setting, with a focus on maintaining client confidentiality and trust. Benefits - Accommodation - Company car - Company laptop Company Description The company provides services for individuals and small businesses, including tax preparation, tax planning, accounting support, and consulting. According to its website, it offers both in-person and remote appointments, secure document uploads, and electronic signatures for clients.

Role Description Hey there! Are you looking to join a dynamic team where you can make a real impact from the comfort of your own home? Ten40 Tax is on the hunt for a Remote Personal Assistant who’s ready to dive in and help keep us running smoothly. We’re not just any tax company; we’re all about innovation, efficiency, and making the tax process as seamless as possible for our clients. As a Personal Assistant, you’ll be the right hand to our busy executives, handling everything from scheduling and organizing meetings to managing communications and assisting with special projects. If you’re detail-oriented, tech-savvy, and have a knack for keeping things organized, we want to hear from you! - Manage and organize daily schedules and appointments for the team. - Handle email correspondence and respond to client inquiries promptly. - Assist with document preparation and data entry tasks. - Coordinate virtual meetings and maintain meeting notes. - Support various administrative tasks to ensure smooth operations. Qualifications - Excellent communication skills, both written and verbal. - Strong organizational skills with the ability to multitask effectively. - Proficiency in using digital tools and remote communication platforms. - Ability to work independently and manage time efficiently. - Prior experience as a personal assistant or in a similar role is preferred. Benefits - Enjoy flexibility. - Work-life balance. - Support a dynamic team. Company Description Join us at Ten40 Tax and be part of a team that values your contribution and offers the flexibility you’ve been looking for.