Administrative Assistant

Administrative Assistant and Task Master Extraordinaire

COMPENSATION : $38,000-$44,000*

$38,000-$44,000*

Compensation is based on experience and skills testing

SCHEDULE :

Full-time Monday - Friday

40 hours per week

Flexible Start : 7am - 9am M S T

Flexible End : 3pm - 5pm M S T

At Incite Ta x , 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 !

In cite Tax Core Values

Value Exchange : We save our clients more in taxes than what they pay us.

Self-Motivation : Team members are driven to provide the best service to our clients.

Constant Improvement : No one is perfect, and we can always find ways to improve. We are just proactive about improvement.

Key Responsibilities

At Incite Tax, our Administrative Assistant s are instrumental in teeing up our clients for a great experie nce when we work on their " T ax P rojects.

A Tax Project for a client consists of the following :

Step "O" for Onboarding New Clients

Our Administrative Assistants Efficiently Onboard New Clients

Success Metric :

25 New Client Set-Ups Completed per Day and 15 " Cheatsheets " Updated per Day

Step 1

Our Administrative Assistants Compile and Electronically Organize the Client's Documents

Success Metric :

10 New Tax Projects Digitally Organized per Day

Step 2

Our Administrative Assistants Tee Up the Tax Department Enters the Data from the Documents and Prepares the Tax Return

Success Metric :

10 Tax Projects Routed to Tax Department per Day

Step 3

Our Administrative Assistants Route Return for First-Level Peer Review by Tax Professional

Success Metric :

10 Tax Projects Routed to First-Level Peer Review per Day

Step 4

Our Administrative Assistants Forward Return Senior-Level Tax Accountant Peer Review and Sign-Off on Client Return

Success Metric :

10 Tax Projects Routed to Senior-Level Tax Accountant Peer Review per Day

Step 5

Our Administrative Assistant s Package the Return for Client Review and Ensure the Client Understands the Return and Verifies It Is Accurate

Success Metric :

10 Tax Projects Routed to Tax Department per Day

Step 6

Our 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 Return

Success Metric :

10 Tax Projects Sent to Clients for Review per Day

Step 7

Our 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 Hours

Measure of Success :

100% of Client E mails A re Re sponded to with C are w ithin 24 H ours

Step 8

Proactively Follow-up with Clients to Complete the Review of Their Own Returns

Measure of Success :

100% of Client Returns Are Approved by Client within Two Weeks of Sent -

or At Least 7 Follow-Up Emails Ha ve Been Sent Requesting the Client's Final Approval

Step 9

Client Approves Return

Measure of Success : N / A

N / A

Step 10

Our Administrative Assistants File the Return

Measure of Success :

Returns Filed within 24 Hours of Receipt of Client Approval

Step 1 1

Our Administrative Assistants Verify the Eletronic Filing is Accepted by the IRS

Measure of Success :

Verified within 24 H ours of Receipt of Client Approval (Step 9)

Sep 1 2

Our Administrative Assistants Complete the Tax Project by Emailing Confirmation to the Client That Their R eturn Has Been Successfully Filed with the IRS

Measure of Success :

Emailed within 24 Hours of Receipt of Client Approval (Step 9)

Ideal Candidate Characteristics :

• Super organized
• A planner who uses checklists regularly
• Independent and self-disciplined to accomplish tasks
• Loves processes, systems, and dad jokes
• Proficient in Microsoft Office
• Comfortable with sharing ideas for process improvement
• Is kind of a big deal

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 insurance
• 401K with employer match
• 14 Paid holidays including time between Christmas Eve - New Year's
• Casual attire

Our Philosophy : The IRS Sucks!

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.

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!

Our belief is that money is more prudent in the hands of taxpayers versus surreptitiously sending it to the IRS.

APPLICATION PROCESS :

• 1. Apply online
• 2. 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 2 0 minutes to complete)
• 5. Key Competencies Interview (Approximately 1 hour)

Application to Job Offer is typically one week...apply now!

Our Manifesto

At Incite Tax, we foster an environment where individuals can thrive both professionally and personally because of our commitment to the following tenants :

1 Prioritize Work-Life Balance

2 Reduce Excessive Work Hours

3 Provide Support for Families

4 Offer Mentorship and Feedback

5 Address Industry-Wide Issues

6 Promote a Caring Work Environment

7 Combat Greed and Unrealistic Expectations

8 Advocate for Industry Reform

Join our fun, growing administrative team!