Executive Assistant - 43835640334
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Key skills for this role
About the Role
Somewhere seeks a detail-oriented Executive Assistant to support an accounting and tax team remotely. Responsibilities include document management, data entry, client communication, and administrative support.
Key Skills for This Role
Responsibilities
- Print, organize, and save tax financials and client documents to Canopy
- Download and organize client documents from email and portals
- Move and rename files per team instructions
- Maintain Google Drive and Canopy by ensuring documents are properly stored and labeled
- Enter financial data into QuickBooks, spreadsheets, or other accounting software
- Pull tax reports and lists from Drake software
- Send follow up emails to clients regarding missing documents, signatures, or tax preparation status
- Prepare engagement letters and invoices for tax services
- Assist in gathering and verifying client banking details for tax refunds or payments
- Manage recurring client invoicing in QuickBooks
- Respond to basic client inquiries or escalate complex issues
- Assist in preparing and sending 1099s for clients
Requirements
- Attention to detail able to track multiple documents and deadlines
- Strong organizational skills experience with digital filing systems
- Tech savvy comfortable using Google Drive, QuickBooks, Canopy, and other accounting/tax platforms
- Effective communicator professional and clear in emails and client interactions
- Proactive problem solver takes initiative in resolving admin related issues
- Experience in accounting, finance, or tax industry (preferred but not required)
Full Job Posting
About The Role
- Seeking detail oriented and highly organized Administrative Assistant to support accounting and tax team
- Role involves managing documents, assisting with client communications, handling data entry, and ensuring smooth workflow processes
- Ideal candidate is proactive, able to multitask, and comfortable working with financial documents and online systems
Key Responsibilities
- Print, organize, and save tax financials and other client documents to Canopy
- Download and organize client documents from email and portals
- Move and rename files per team instructions
- Maintain Google Drive and Canopy by ensuring documents are properly stored and labeled
- Enter financial data into QuickBooks, spreadsheets, or other accounting software
- Pull tax reports and lists from Drake software
- Send follow up emails to clients regarding missing documents, signatures, or tax preparation status
- Prepare engagement letters (EL) and invoices for tax services
- Assist in gathering and verifying client banking details for tax refunds or payments
- Manage recurring client invoicing in QuickBooks
- Respond to basic client inquiries or escalate complex issues to appropriate team member
- Assist in preparing and sending 1099s for clients
Required Qualifications & Skills
- Attention to detail Able to track multiple documents and deadlines
- Strong organizational skills Experience with digital filing systems
- Tech savvy Comfortable using Google Drive, QuickBooks, Canopy, and other accounting/tax platforms
- Effective communicator Professional and clear in emails and client interactions
- Proactive problem solver Takes initiative in resolving admin related issues
- Experience in accounting, finance, or tax industry (preferred but not required)
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