[Remote] Administrative Assistant – Tax Firm

Note: The job is a remote job and is open to candidates in USA. BruntWork is a tax firm seeking a Remote Administrative Assistant to provide virtual administrative and client support. The role involves inputting tax return information, scheduling client appointments, and assisting with day-to-day office coordination from a remote location. Responsibilities • Input all client information accurately into the firm’s internal tax software for review and approval. • Verify that all necessary tax documents (IDs, W-2s, 1099s, receipts, etc.) have been received and properly filed. • Maintain a real-time tracker or spreadsheet showing the status of all returns (in progress, pending approval, awaiting filing, etc.). • Notify management of any missing client information or inconsistencies within tax files. • Ensure full confidentiality of all client data in compliance with firm privacy standards. • Manage the firm’s scheduling calendar and set up client appointments for consultations, follow-ups, and document reviews. • Send appointment confirmations, reminders, and follow-up messages through email, text, or the firm’s CRM system. • Answer incoming calls and messages professionally, providing assistance or transferring inquiries to management as needed. • Conduct client follow-ups for outstanding paperwork, signatures, or payments. • Deliver a high standard of customer service with clear, friendly, and professional communication. • Manage virtual client files and folders within the firm’s shared drive or internal system. • Prepare daily, weekly, or monthly reports summarizing client activity and task completion. • Assist in organizing digital forms, documents, and spreadsheets as directed by management. • Monitor the firm’s communication channels (email, voicemail, CRM) and ensure timely responses. • Maintain records of payments received and update internal financial tracking logs. • Provide end-of-day recaps or progress reports to management outlining completed tasks and pending follow-ups. • Coordinate with management to ensure returns move efficiently through review and approval stages. • Support internal marketing or client engagement efforts (such as reminder messages or updates during tax season). • Report technical issues, client complaints, or system errors promptly. Skills • 1–2 years of administrative experience (experience in a tax, accounting, or financial office preferred) • Excellent written and verbal English communication skills • Strong organizational skills with attention to accuracy and deadlines • Proficient in Google Workspace (Docs, Sheets, Drive) and virtual communication tools (Zoom, WhatsApp, Slack, etc.) • Ability to learn and efficiently operate proprietary firm software • High level of professionalism, integrity, and discretion with confidential information • Accuracy and attention to detail • Professional communication and responsiveness • Reliability and accountability • Strong organization and follow-through • Confidentiality and discretion • Time management and adaptability Benefits • HMO Coverage for eligible locations • Permanent work-from-home • Immediate hiring • Steady freelance job Company Overview • BruntWork builds cost-effective, efficient and scalable operational teams for businesses wanting to grow fast and effectively. It was founded in 2020, and is headquartered in Sydney, New South Wales, AUS, with a workforce of 5001-10000 employees. Its website is https://www.bruntwork.co. Apply tot his job Apply To this Job