Join the Team at Planitax
About us:
We are a family-owned accounting and tax firm with more than 40 years in business. We provide high-quality tax return and accounting services, always committed to ensuring accuracy, transparency, and compliance to support our clients’ financial success and operational efficiency, while striving for client satisfaction and trust.
Our beloved Office Assistant recently resigned and we are now looking for a motivated, dependable, and professional individual who is eager to grow with us and become part of our team.
We are seeking someone who is willing to learn, take initiative, has a proactive mindset and thrives in a fast-paced tax office environment.
Position:
Secretary/ Administrative Assistant
As the first face and voice of Planitax, this role is essential in creating a welcoming, professional, and organized experience for our clients.
Key Responsibilities:
- Answer and manage a high volume of phone calls professionally
- Send, receive, and respond to emails in a timely manner
- Schedule and assist clients with appointments
- Make monthly follow-up calls regarding payments
- Assist with bookkeeping tasks using accounting software to track expenses and invoices
- Support administrative and tax-related office tasks
- Manage tax-related deadlines
- Maintain accurate and organized client records
- Assist with daily office operations as needed
What We Are Looking For:
- Bilingual (English & Spanish)
- Strong willingness to learn tax-related duties
- Initiative-driven (able to work independently and complete tasks without constant direction)
- Team player with a positive and respectful attitude
- Excellent communication and customer service skills
- Comfortable being the primary point of contact for clients
- Ability to multitask in a fast-paced office environment
- Professional, organized, and reliable
- Experience with anual, monthly and quarterly tax returns a PLUS or willing to learn
Education, Skills, and Experience
- Minimum High School Diploma
- Degree in Office Systems / Office Administration (Preferred)
- 1-3 years experience in realated roll. (Required)
- Proven office experience with strong clerical skills and familiarity with office management procedures
- Ability to manage time efficiently while juggling multiple responsibilities
- Proficiency in computer literacy including Microsoft Office (Word, Excel) (Required)
- Excellent organizational skills with the ability to prioritize tasks effectively in a fast-paced environment
- Experience handling multi-line phone systems and demonstrating professional phone etiquette
- Exceptional customer service skills with a friendly demeanor and positive attitude
- Experience in customer service or accounting/tax office environment is a PLUS
- Bilingual English-Spanish (Preferred)
If you really want this position, please include a cover letter.
In your cover letter please explain your experience and why you are awesome. Feel free to include anything you think will help us get to know you as well. But also, it should not be a generic template or AI-generated. Please be yourself! :)
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Pay: $10.50 - $12.00 per hour
Benefits:
- Paid time off
- Professional development assistance
Work Location: In person
