Virtual Office Manager – Tax Firm
- Full-Time
- 100% Remote
- $49K to $55K total compensation package (details below)
30 second video greeting from Kaitlin Krozel, Owner
Who are we?
Founded as a virtual tax firm in 2011, Krozel Capital specializes in expatriate tax compliance and preparation. We are unique in that we are one of the only expat-focused firms that can also provide financial planning and investment services to our clients through a separate firm licensed as a Registered Investment Advisor (RIA). We work with executives and professionals living abroad who have complex reporting requirements (e.g. foreign rental properties, restricted stock units, stock option compensation paid abroad, foreign pensions, foreign taxes, multiple state filing requirements, etc.).
Krozel Capital prides itself on offering personal, professional and quality services. We have invested in Customer Relationship Management (CRM) and workflows to automate processes. It is our goal at Krozel Capital for staff to understand all processes so we can support each other when needed (vacations, sick time, etc.) to continue to provide great service to our clients.
Why are we hiring?
We are growing and in need of a full time admin/bookkeeper to join our team.
Who are we looking for?
We are looking for a tech-savvy administrative/customer service professional, who has prior experience working for a tax firm and wants to work remotely. This individual will have primary ownership of various day-to-day vital administrative duties and client communications. Although not the primary role, this person will also perform data entry of client source documents into tax returns (training for this can be provided). Excellent customer service, organization, multi-tasking and communication skills are must.
As a virtual firm our working environment is quite autonomous, but also very supportive. This is a great opportunity for a professional wanting to work from home on a flexible schedule and/or an admin professional with tax admin experience who is interested expanding their skill set and learning tax preparation.
Even though this opportunity is 100% virtual, it is not a ‘stay in the background’ position and will be very client ‘facing’ (just virtually via email, phone, and sometimes video conferencing).
Examples of Specific Duties:
- E-File tax returns once approved for filing
- E-File extensions and tax returns once approved for filing and provide e-filing confirmations to clients.
- Printing/Uploading final client tax returns after efiling has been accepted
- Responding to new client inquiries by email or phone.
- Manage all aspects of client onboarding: tracking engagement letters, retainer payments, document uploads, tax organizer completion. Provide excellent customer service, answer client specific onboarding questions and reach out to clients who have not completed onboarding steps.
- Manage our ‘team’ email account where clients often ask questions. Responsible for timely responding to or forwarding questions to team members as appropriate.
- Organization/Maintenance of client files
- Help create and improve office systems and procedures to increase efficiency
- Manage calendars/schedule appointments for staff
- Manage birthday/anniversary contacts to clients
- Checking in all mail received and routing documents as appropriate to staff.
- Managing our email marketing account (maintenance/update of email addresses)
- Managing our E-fax account
- Invoicing, collections and reconciliations in Quickbooks Online
- Tax return data entry as time allows (training provided!)
Requirements
–2 to 5 years’ experience of providing admin and customer service support for a modern* tax office.
*Modern meaning either working in a virtual tax firm environment or a traditional/in-person tax firm that utilizes various software/technology to increase efficiency (i.e. E-Signatures, Efiling, client portals, CRM, online organizers, etc.)
-Comfortable with working remote in a virtual setting.
-Fast typing skills.
-Excellent knowledge of word processing tools and spreadsheets (MS Office Word, Excel etc.)
-Excellent verbal and written communication skills in English.
-Ability to multitask and stay organized while having ownership over multiple vital day to day tasks.
-Likes working directly with clients and is a representative of the firm’s values, to include providing professional quality with personal service.
– Able to provide excellent customer service and communicate with clients and staff directly by email, phone and video
Helpful, but not required:
- Completion of any administrative certifications: PACE, CAP, MOS, Quickbooks, etc.
- Experience with any of the following software/technology:
- Docusign
- Constant Contact
- Cognito Forms
- Zimbra email
- Redtail CRM
- Quickbooks Online
- Tax software: Proseries Professional, Ultratax, CCH, Lacerte, etc.
Position Details:
– Full-Time Office Manager
– 100% work from home/flexible hours.
– Monday – Friday schedule with flexibility
Compensation:
-$40,000 to $45,000 starting salary (dependent on experience)
– Health/Dental coverage paid up to $375/month (payout available if already covered by a spouse’s plan).
-Life insurance
-Retirement plan & company matching
-3 weeks paid vacation
-Bi-Annual bonus