Offer summary

Qualifications:

Proficiency in Google Workspace, especially Gmail and Google Calendar., Experience with bookkeeping software like QuickBooks or Xero., Strong organizational skills and attention to detail., Excellent written and verbal communication skills..

Key responsabilities:

Organize client communications and manage the Gmail inbox.

Schedule client meetings and handle onboarding processes.

Facilitate tax return processing and maintain client data in various software.

Perform monthly bookkeeping tasks and update client information in the database.

Job description

This is a remote position.

Schedule:

20 hours/week minimum Monday through Friday 9 am - 1 pm Atlanta, GA time

Client Timezone: Atlanta, GA

Client Overview

Join a thriving wealth management and tax planning firm that’s experiencing exciting growth! This dynamic company provides comprehensive financial services to a diverse clientele, offering both expert wealth management and strategic tax planning. With a recent influx of new clients, the business is poised for continued expansion, creating an ideal opportunity for a skilled professional to make a significant impact.

Embark on an exciting career journey as an Administrative Assistant with bookkeeping expertise in a fast-paced financial services environment. This role offers a unique blend of administrative support and financial management, allowing you to showcase your versatile skill set. You’ll be at the heart of the firm’s operations, managing critical client communications, streamlining processes, and supporting essential financial tasks. Your contributions will directly impact the firm’s efficiency and growth, allowing the business owner to focus on expanding client relationships. This position provides an exceptional opportunity to develop a long-term professional relationship within the industry and gain invaluable experience in wealth management and tax planning.

Responsibilities

Organizing the Gmail inbox by client with a file-hanging system
Scheduling client meetings/responding to requests to schedule meetings
Onboarding new clients- sending invoices/contracts/next steps email
Copy social media posts from Google Doc into LinkedIn, format, and schedule
Facilitate the tax return processing workflow using the following software:

Tax Dome

download client tax return data from a program and upload it into other software platforms and vice versa
send/respond to client emails sent via the program
ensure clients have paid invoices
upload the final tax return to the program, affix e-signatures, and send email notifying their return is ready to be finalized

upload/download client data
maintain tax status spreadsheet noting where client returns are in the queue

Drake Tax /Rightworks

download tax returns from the program to put into Tax Dome

Xero

monthly bookkeeping for my wealth business and tax planning business

Wealthbox

update database for new clients
update the database with new client information- details from client meetings, tasks,

eMoney

download client data and move to the appropriate platform

Requirements

Demonstrated proficiency in Google Workspace, with a focus on Gmail and Google Calendar management
Experience with CRM software, particularly Wealthbox (preferred but not required)
Solid foundation in bookkeeping practices, including familiarity with QuickBooks or Xero
Exceptional organizational skills with a keen eye for detail
Outstanding written and verbal communication abilities
Unwavering commitment to maintaining confidentiality and discretion with sensitive financial information
Basic understanding of tax preparation processes and the financial services industry (preferred)
Proficiency in video conferencing tools, specifically Zoom
Ability to work remotely while maintaining a high level of productivity and professionalism
Flexibility to adapt to varying workloads, especially during the intense tax season
Eagerness to continuously learn and grow alongside an expanding business
Strong initiative and problem-solving skills to navigate complex administrative challenges