Administrative Coordinator

About Us

At Preferred Tax, we specialize in providing top-tier accounting, bookkeeping, tax planning, and US tax preparation services.

Role Overview

We are looking for a highly organized, detail-oriented, and proactive Admin & Communications Executive to join our team. In this role, you will be the backbone of our daily administrative operations and serve as a key communication bridge for the company. The ideal candidate is punctual, highly accurate in their work, and possesses a strong drive to learn and grow within the accounting and outsourcing industry.

Key Responsibilities

• Professional Communication: Handle daily communications via email, phone, and internal channels with exceptional English fluency and professionalism.
• Data Management: Utilize Microsoft Excel and Google Sheets to organize, track, and maintain accurate operational and client records.
• CRM Administration: Update and manage the company’s CRM software to ensure all client data, task progress, and communications are logged accurately.
• Administrative Support: Assist with day-to-day office administration, document management, and workflow coordination to ensure the team operates smoothly.
• Continuous Improvement: Actively learn about our industry processes and adopt new software tools or operational methods as the firm grows.

Requirements & Tech Stack

• Language Skills: Excellent verbal and written fluency in English is mandatory.
• Technical Proficiency: Strong working knowledge of Microsoft Excel, Google Sheets, and general CRM software.
• Work Ethic: Highly punctual with a strong commitment to meeting deadlines.
• Attention to Detail: A meticulous approach to work, ensuring high accuracy in data entry and communication.
• Attitude: Self-motivated, enthusiastic, and eager to learn new skills and industry knowledge.

Preferred Qualifications (Bonus)

• Prior experience or basic knowledge of USA Accounting principles.
• Familiarity with US Tax Returns (e.g., individual or business tax prep).
• Training will be provided, but prior knowledge is a significant advantage.