This is a remote position.
Are you ready to join the nations premier tax credit and incentive firm Join Engineered Tax Services. We serve thousands of accounting CPA and architect communities and their clients. As the guardian of small businesses we are devoted to bringing innovative solutions awareness and educational resources that promote taxsaving credits and incentives to mainstream America.
We are seeking an Administrative Assistant to join our team. The ideal candidate will align with team excellence by excelling in a range of supportive sales functions on the Client Success Team. There are many administrative responsibilities that require a high level of attention to detail strong organizational skills and proficiency using various software platforms including Microsoft Suite and Zoho CRM.
Work hours for this position are time zone specific.
Individual will work Pacific Time 9am5pm which is 12pm8pm Eastern Time.
Candidates can expect to do the following:
Maintain Sales Director s calendar.
Place outbound calls and send followup emails using ETS process scripts and draft emails.
Schedule appointments calls meetings webinars (Project Calls Project Closing Calls Follow Up Calls Reconnect Calls website submission new leads etc.
Maintain and track Sales Director s projects tasks and reminders as requested.
Research create update and maintain Zoho ABLE and other CRM programs.
Research clients/firms via Google company website LinkedIn etc.
Research and pursue potential clients for ETS/TGP services for business development (new prospects)
Maintain and track Sales Director s activity with national associations for business development opportunities.
Monitor track process and follow up on all projects (CS R&D 179D/45L etc. out for bid and pending.
Identify prioritize and resolve basic service issues.
This role is fully remote fulltime and requires a background check and eVerify. Candidates must be eligible to work in the United States and be a current resident in the United States. Rate of pay is $18 per hour.
Requirements
Technical Skills
Computer software agility
Microsoft Suite
Familiarity with Zoho CRM is an advantage
Organizational Skills
Exceptional time management and the ability to prioritize tasks effectively
Able to assess priorities and be accountable for timely results
Interpersonal Skills
Excellent communication skills
Strong team collaboration skills to work effectively with colleagues and external partners
High level of discretion and confidentiality in handling client business information
Professional Qualities
Adaptability to evolving tools and company policies
Proactive approach to identifying and resolving issues
Strong ethical standards and self integrity
Customer service orientation to provide effective support to clients and team members
Qualifications:
Prior use with Microsoft Suite of software
Experience with Zoho CRM or similar software is a plus
Teams Experience a plus
Benefits
Medical Dental Vision Basic Life Short Term and Long Term Disability 401k.
Technical Skills Computer software agility Microsoft Suite Familiarity with Zoho CRM is an advantage Organizational Skills Exceptional time management and the ability to prioritize tasks effectively Able to assess priorities and be accountable for timely results Interpersonal Skills Excellent communication skills Strong team collaboration skills to work effectively with colleagues and external partners High level of discretion and confidentiality in handling client business information Professional Qualities Adaptability to evolving tools and company policies Proactive approach to identifying and resolving issues Strong ethical standards and self integrity Customer service orientation to provide effective support to clients and team members Qualifications: Prior use with Microsoft Suite of software Experience with Zoho CRM or similar software is a plus Teams Experience a plus
Education
N/A
Administrative Assistant
