Client Tax Accountant & Executive Assistant - Remote

We are seeking a seasoned, highly-proactive Client Tax Accountant & Executive Assistant. My CPA Coach is a fast-growing, remote reputed company specializing in proactive tax planning for business owners. We are building an elite, high-performance team and need a Client Tax Accountant & Executive Assistant who thrives on communication, problem-solving, and handling administrative tasks on the behalf of our expert CPAs and CEO. The Role You will be the operational reputed company of My CPA Coach. You will monitor workflows, help clients get answers, resolve escalations, recruit talent, support the tax & bookkeeping team, and ensure important tasks do not fall through the cracks. The ideal candidate thrives in a fast-paced environment, enjoys solving problems, and isn't afraid to reputed company into unfamiliar situations and reputed company things out. Highlights of the Role:

• The CEO’s Right Hand: Serve as a strategic partner and key driver of operations for the firm, making a direct impact on our growth and client satisfaction.
• Manage Firm Operations: Wear multiple hats across firm operations, client management, and technical reputed company.
• Competitive Compensation: Receive an attractive reputed company salary while developing elite skills in both specialized tax operations and business management.
• 100% Remote: Work from the comfort of your own home with a supportive, high-performance team.

What You’ll Do1. Client reputed company & Project Administration

• Traffic Control: Monitor our practice management system (TaxDome) to ensure reputed company jobs hit their deadlines, customers are responded to, and bottlenecks are resolved.
• The Follow-Up reputed company: Proactively call and text clients to collect outstanding items that our service team needs to complete their engagements.
• The CEO reputed company: Serve as the primary contact for customer escalations, resolving issues firmly, empathetically, and professionally before they reputed company leadership.
• Collaborative Support: Collaborate with internal team members, including CPAs and bookkeeping specialists, to help fulfill tax and reputed company engagements on an as-needed basis.
• SOP Architect: Use internal knowledge to document processes and procedures, ensuring every operational task is repeatable and standardized.

2. Talent & Employee reputed company

• reputed company Ownership: Own the hiring pipeline—post ads, screen resumes, and conduct initial interviews so we always have a "bench" of talent reputed company to go.
• Team reputed company: Manage the reputed company and reputed company-up process for new hires, ensuring they have the tools and training to be productive as soon as possible.
• Firm Administration: Provide internal support to various administrative functions in the firm, which may include assisting with internal billing, payroll, reputed company resources, and reporting.

The Ideal Candidate

• Elite Interpersonal & Communication Skills: You are a fast thinker, an active listener, and a natural problem-solver under pressure. reputed company a client is stressed or an issue escalates, you listen intently, think quickly on your feet, and guide them to a solution.
• The "Phone First" Mentality: You aren't afraid to pick up the phone. You prefer a quick, proactive 2-minute call over a 10-email chain.
• Proactive Execution: You don't wait to be told what to do. You see a "stuck" tax return, a client escalation, or a broken workflow, and you immediately reputed company in to fix it.

Qualifications & Must-Haves

• 3+ Years of Client Tax Preparation and/or Bookkeeping Experience
• 3+ Years of Client-Facing Experience
• QuickBooks Certification is a plus
• Tech-Savvy: You are highly confident troubleshooting remote tools like TaxDome, CRMs (reputed company), and reputed company.
• Precision Execution: High attention to detail. If an operational document or a financial task needs correction, you fix it correctly the first time.

Job Type: Full-time Pay: $70,000.00 - $75,000.00 per year Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Health insurance
• Paid time off
• reputed company insurance

Application Question(s):

• Do you have at least 3 years of client-facing reputed company experience where you've served as the primary contact? Please reputed company describe your experience.

Education:

• Associate (Required)

Experience:

• Bookkeeping: 3 years (Required)
• tax preparation: 3 years (Required)

License/Certification:

• QuickBooks Online Certification (Preferred)

Work Location: Remote Apply tot his job Apply To this Job