Office Associate

About the Role

The Office Associate at Perkins Elite Tax Solutions is a full-time remote role responsible for supporting daily office operations and ensuring efficient administrative workflows.

Key Responsibilities

• Managing digital files and records.
• Organizing client documentation.
• Scheduling appointments.
• Assisting with data entry into accounting and tax systems.
• Responding to client inquiries.
• Providing courteous customer service via email and phone.
• Coordinating communication between tax professionals and clients.
• Helping prepare basic reports.
• Monitoring deadlines.
• Following established procedures to support accurate and compliant tax services in a remote setting.

Qualifications

• Strong Communication and Customer Service skills for effective interaction with clients and team members in a remote environment.
• Administrative Assistance and Office Administration skills for efficient management of records, schedules, and routine office tasks.
• Basic Accounting skills to support data entry, document organization, and coordination of financial information.
• Proficiency with office software (e.g., email, spreadsheets, document management tools) and the ability to learn tax-related systems.
• Strong organizational skills, attention to detail, and the ability to manage multiple priorities and deadlines.
• Self-motivated, comfortable working independently in a remote setting, and able to handle sensitive information with discretion.
• Previous experience in an office, administrative, or customer service role is preferred.
• Familiarity with tax or accounting environments is a plus.