Our US Partner is an independent financial services firm helping individuals create retirement strategies using various investment and insurance products to custom suit their needs and objectives.
We are seeking a highly organized and detail-oriented Tax Specialist. In this role, you will be responsible for managing the day-to-day operations of our office, ensuring that everything runs smoothly and efficiently.
This is a full-time role, on a US shift and on a Work From Home set-up.
If you have the right skill set, this may be your opportunity to enter this fast-growing organization.
DUTIES AND RESPONSIBILITIES:
DAILY
- Answer high-volume phones in a friendly, warm manner
- Record notes from every client conversation in the CRM
- Maintain an organized, compliant, and efficient e-filing system
- Sort and distribute all incoming mail • Assist with copying or scanning as requested by the team
- Assist with sorting of company bookkeeping and handle incoming checks, and financial statements per the direction of the Office Manager; audit individual invoices that come into the firm and distribute to proper parties
- Assemble tax returns
- Assist our transfer and service specialist with fax confirmations & follow-up phone calls to appropriate companies, as needed
- Mail all outgoing correspondence
- Schedule advisors' appointments when necessary
- Greet incoming clients and prospective clients in a professional manner, and be sure each guest has a full client experience
- Present guests with a menu upon arrival, serve beverages and snacks
- Run office errands as necessary
- Scan statements for the service team
- Scan all new policies that come in and save them to respective e-folders
- Partner with Office Manager to ensure all clients receive a top-notch experience during all firm interactions, internally or externally
- Ensure all beverage and snack stations around the firm are well-presented and always stocked
- Assist Office Manager as needed/requested with various administrative duties
QUARTERLY
- Assist with the mailing of client update reports and mailings
- Run and manage requested client/administrative reports
QUALIFICATIONS:
- Minimum of tax office experience one year
- Proficient phone skills
- Command of the English language and grammar
- Experience working in a fast-paced environment
- Ability to prioritize and work with a demanding team
- Attention to detail
- Consistent follow-through and taking projects as far as you can
- Hard-working and dedicated to the team
- Problem solver
- Working knowledge of computers and software
- Ability to multi-task
- Specific software knowledge (database, MS Office Suite)
WHAT’S IN IT FOR YOU?
- Full-time permanent position
- Competitive compensation package and benefits
- Be part of a dynamic US Team
- 13th-month pay
- Paid Leaves, commutable to cash
- Health insurance with dental coverage, upon regularization
- Personal development and training opportunities
- Government-mandated benefits (SSS, Phil health, Pag Ibig, Maternity or Paternity leave benefit, Solo Parent Leave, Bereavement leave etc.)
- Employee engagement activities, team outings, sports activities, and events
(Offer package will be based on level of expertise)
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Apply now and be part of Tahche!
Job Type: Full-time
Salary: From Php45,000.00 per month
Benefits:
- Health insurance
- Life insurance
Schedule:
- Monday to Friday
- Night shift
- Overtime
Application Question(s):
- Have you worked for a US financial account?
- How long is your relevant experience in the role?
- Are you comfortable taking 10-30 calls in an hour?
- Are you familiar with US taxation? (Any state will do)
- Are you willing to work the night shift?
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