Office Admin Needed – Bilingual a plus (Spanish/English)

Posted 5 months ago

Duties will include but not be limited to:

  • Greet and contact clients over the phone and in person
  • Prepare case file and working closely with enrolled agents and tax preparer towards case resolution
  • Prepare and update legal documents, such as Power of Attorneys and financial statements
  • Provide case status and updates to clients
  •  Contact clients for additional documents/information necessary to complete their cases
  •  Prioritize daily case load assignments and case closures
  • Ability to understand and prioritize deadlines and case urgency


  •  Excellent customer service experience, phone and in person
  •  Organize, strong written and communication skills
  •  Must not be afraid to make contact with clients by phone or meet them in person
  •  Ability to multitask while working with clients and navigating our software/database
  •  Proficient and comfortable with office equipment (Computer skills – Microsoft Office, Outlook)
  •  The ability to recognize deadlines and work well under pressure and in a deadline driven environment

Job Features

Compensation:$15-$17/hour DOE
Employment Type:Full Time

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