Hire-Agency · 13 hours ago
Administrative Assistant
Utah, United States
Full-time
Hybrid
New Grad, Entry Level
$18/hr - $19.49/hrIncite Tax is a company dedicated to helping small business owners navigate their tax obligations. They are seeking a highly organized Administrative Assistant to support their tax team by managing client documents, communication, and ensuring smooth tax project flows.
Staffing & Recruiting
Responsibilities
Organize and electronically compile all required client documents for tax preparation
Prepare files for the Tax Department so they can efficiently input data and complete returns
Coordinate first-level reviews by routing files to Tax Professionals for initial peer review
Package completed tax returns for clients in a clear, accurate, and easy-to-understand format
Answer incoming client phone calls—warmly, professionally, and consistently
Follow up with clients to confirm understanding, gather missing documents, and obtain approval to file
Route or resolve client inquiries promptly
Email clients to confirm successful filing with the IRS
Secure final client approval before filing
File returns electronically with the IRS
Confirm filing acceptance and close out Tax Projects
Manage and triage email inboxes for assigned tax professionals
Prepare prompts and reminders to ensure timely responses to clients
Proactively reach out to clients to keep Tax Projects moving forward
Support bookkeeping onboarding tasks, as needed
Qualification
Required
Super organized and detailed
A planner who uses checklists regularly
Independent and self-disciplined to accomplish tasks
Loves processes, systems, and dad jokes
Proficient in Google Suite
Comfortable with sharing ideas for process improvement
Is kind of a big deal
Benefits
Comprehensive health insurance
401K with employer match
Paid Time Off (PTO)
14 paid holidays (including Christmas Eve through New Year’s Day)
Opportunities for professional development and career growth
Casual dress code (jeans and t-shirts encouraged)
Supportive culture that values work-life balance and employee well-being
Company
Hire-Agency
At Hire Agency, we're not just about filling vacancies; we're about forging futures.
Founded in 2023
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase