Remote Administrative Support – General & Tax
George Dimov, CPA
Descripcion del puesto
About the role
Dimov Tax is looking for two remote professionals to serve as the first voice for our clients. The General Administrative Support and Tax Administrative Support roles combine phone handling, client record management, and scheduling to keep our virtual accounting practice running smoothly.
Key responsibilities
- Manage client interactions professionally, listening to needs and routing or resolving inquiries.
- Enter and update client information in a CRM platform (Salesforce, HubSpot, Zoho, etc.).
- Schedule and coordinate appointments for team members using Outlook or Google Calendar.
- Maintain organized digital and physical client files and records.
- Navigate multiple systems simultaneously while on live calls.
- Support the team with general correspondence and administrative tasks.
Required profile
- Clear, professional speaking voice with strong grammar and tone.
- Active listening skills and ability to stay calm with frustrated callers.
- Strong attention to detail in data entry and message‑taking.
- Excellent time‑management and dependable follow‑through on client commitments.
Required skills
- Typing speed of 40+ WPM with high accuracy.
- Experience with CRM platforms such as Salesforce, HubSpot or Zoho.
- Proficiency in Microsoft Office or Google Workspace (Excel, Word, Docs, Sheets).
- Comfort with scheduling tools like Outlook or Google Calendar.
- Familiarity with Dialpad and Monday.com (for tax support role).
What we offer
- Friendly and professional team environment.
- Stable, consistent full‑time schedule.
- Opportunities for growth within an established tax firm.
- Fully remote work location.
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Publicado hace 4 días
Expira en 1 mes
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George Dimov, CPA