Job Description: Are you an organized, tech-savvy, and effective communicator looking for a remote position? Join our innovative, cloud-based, boutique tax and accounting firm! We specialize in the craft beverage industry, including breweries, distilleries, restaurants, and bars, but we also serve clients in various other industries and individual tax clients. About Us: We are not your typical accounting and tax firm. As a small company with a stable, rapidly growing client base nationwide, we prioritize building strong relationships with our clients to help them grow. We understand the importance of work/life balance, so we’ve cultivated a work culture that values employees’ time and mental health, offering ample flexibility in work schedules. Position Description: As a key member of our team, you will be the voice of our firm, ensuring timely and helpful communication with our clients and acting as the bridge between them and our partners & accountants. You will also be responsible for maintaining data, scheduling, and organizing. Key Responsibilities: - Manage and organize digital files and documents - Assist with scheduling and coordinating client virtual meetings and calls - Handle client communications via email and phone - Maintain and update client information in our cloud-based system - Assist with basic bookkeeping and tax preparation tasks - Assist in billing clients and collecting payment - Develop new or improved workflows using various software like Monday.com, TaxDome, and TypeForm - Assist in social media marketing and outreach to prospective clients - Prepare metrics and reports for the partners - Support the team with administrative tasks as needed This position reports directly to the partners. As a small team, you will have the rare opportunity to truly impact the direction of the company. While we have established systems in place, there’s always room for improvement. Your suggestions for processes and operations are not just welcome—they are encouraged. What We Are Looking For: As a fast-growing business with ever-expanding services, we value awareness and adaptation. You should be comfortable achieving objectives without a precisely defined set of instructions. You should be able to tell both clients and colleagues, "I don’t know, but I’ll find out," and seek out answers and solutions autonomously. Providing the highest level of customer service to our clients and keeping their information strictly confidential is essential. This is a full-time, fully remote position, with occasional in-person meetings with the team (expenses paid). Required Qualifications: - Proficiency with cloud-based tools and software, specifically the Google suite - Proficiency with Microsoft Excel - Strong organizational and time-management skills - Excellent communication skills, both written and verbal - Exceptional attention to detail - Ability to work independently and as part of a remote team - Can work for any US employer without visa sponsorship for at least two years Preferred Qualifications: - Previous administrative experience is strongly preferred - Familiarity with bookkeeping, accounting, or tax preparation is a bonus but not required - Familiarity with any of the following software is a plus: Gusto, Xero, QBO, Monday.com, TaxDome, Drake, Calendly, Stripe, Toast, Syft, TypeForm What We Offer: - Remote Work: Work from anywhere with a reliable internet connection - Flexible Work Hours: You’re not required to work a rigid 9-5 schedule - Flexible Paid Time Off: Take the time you need when you need it - Summer Fridays: Work half-day Fridays during the summer (subject to workload) - Collaborative Team: Join a supportive team that values your input and creativity Job Type: Full-time Pay: $38,000.00 - $48,000.00 per year Benefits: - Flexible schedule Schedule: - Monday to Friday Work Location: Remote

Employment Type: Full-Time

Salary: $38000.00 - 48000.00 Per Year

Education Level: No formal educational credential