Administrative Assistant
WOW Remote Teams
full-time
Posted on:
Location Type: Remote
Location: Mexico
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About the role
- Manage client accounts through the TaxDome CRM platform
- Send client emails to request required tax documents, information, and payments
- Track and follow up on unpaid invoices, missing documents, and outstanding tasks
- Regularly update client status and notes in the CRM system
- Send reminders, invoices, and status updates to clients throughout the process
- Alert the lead tax preparer when a client’s account is ready for processing
- Maintain a friendly yet persistent tone in client communications to ensure deadlines are met
Requirements
- High level of English proficiency, both written and spoken
- Prior experience with administrative assistance or client coordination
- Strong attention to detail and organization
- Excellent communication and follow-up skills
- Ability to work independently with minimal supervision
- Comfortable using CRM systems (experience with TaxDome is a plus)
- Proven experience in a remote administrative support or client-facing role
- Proficiency with tools like Gmail, spreadsheets, and client management software
- Reliable internet connection and dedicated workspace
- Ability to maintain confidentiality and manage sensitive information
- Availability for morning shifts with at least a 4-hour overlap in EST
Benefits
- 100% remote work from anywhere in LATAM
- Competitive salary in USD
- Opportunity to work in a fast-paced, professional U.S. tax firm
- Training and onboarding provided
- Long-term opportunity for those who consistently deliver quality work
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
attention to detailorganizationcommunication skillsfollow-up skillsindependenceconfidentialityclient coordinationadministrative assistancefriendly communicationpersistence