Demo

Administrative Assistant (Accounting Firm)

Offshore Launch
Austin, TX Full Time
POSTED ON 2/18/2025
AVAILABLE BEFORE 5/15/2025

Job Description

Job Description

Responsibilities : Administrative Support

  • Maintain and update client records in the CRM system.
  • Manage email communication, including drafting responses, scheduling discovery calls, and sending follow-ups.
  • Assist in preparing scopes of work and client documentation.
  • Set up and optimize task and project management systems (e.g., Asana), including importing templates and organizing workflows.

Client Communication

  • Handle inbound calls and respond to text messages via the CRM system.
  • Address client inquiries about tax preparation services and guide them through next steps.
  • Route bookkeeping and tax planning leads to the appropriate team members for follow-up.
  • Deliver exceptional customer service to ensure a seamless client experience.
  • Social Media Management

  • Schedule and publish daily content using pre-designed templates.
  • Monitor and engage with social media messages and comments in a timely, professional manner.
  • Requirements :

  • 5 years of administrative experience , preferably in a virtual or remote setting.
  • 1 years of experience in bookkeeping or accounting OR a strong interest in learning. (Bonus : Degree in Accounting.)
  • Proficiency in Microsoft Outlook and CRM systems.
  • Familiarity with tools like Asana, Keeper, and TaxDome (preferred but not required; training provided).
  • Exceptional organizational skills, multitasking ability, and attention to detail.
  • Strong written and verbal communication skills, with the ability to interact professionally with clients and team members.
  • Self-motivated and proactive, able to manage and prioritize multiple tasks with minimal supervision.
  • Experience working with Russian-speaking clients (preferred).
  • Availability to work U.S. business hours (10 AM – 6 PM CST).
  • Compensation & Benefits (to be provided by Offshore Launch) :

  • 800 to $1000 depends on experience
  • 500 bonus at 90-day mark
  • 13th month pay (paid on Jun 1 and Dec 1)
  • Performance-based bonuses
  • Comprehensive HMO policy, including dependents
  • Annual continuing education budget to support professional development
  • Start date : TBA
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