
Executive Assistant
4 weeks ago
Company Description
Launch your career with Launcher Careers. We're building a world-class team of remote operators — Launchers — who help great US companies grow. Explore full-time remote opportunities where your skills are valued, your growth is supported, and your impact matters. Join us and make a significant difference while working with talented professionals.
Role Description
As a trusted CPA firm serving clients since 2021, we specialize in tax preparation, tax planning, and bookkeeping. Our mission is to provide practical, reliable services that help individuals and businesses meet their financial goals.
We are seeking a highly organized and adaptable Executive Assistant to support our bookkeeping and administrative operations. The ideal candidate will be comfortable navigating a variety of tasks, from social media management to client communication and project coordination. This role offers a blend of administrative and client-facing responsibilities, with opportunities to grow as our business expands.
Responsibilities:
Administrative Support:
- Input client information into our CRM system.
- Manage email communication, including drafting and sending follow-ups and scheduling discovery calls.
- Assist in drafting scopes of work and other client documentation.
- Implement and manage task and project management software (e.g., Asana), including importing templates and organizing tasks.
Client Communication:
- Answer inbound calls via our online CRM system and respond to text messages integrated with our CRM.
- Navigate client inquiries related to tax preparation services and facilitate next steps.
- Transfer bookkeeping or tax planning leads to appropriate team members for further nurturing and follow-up.
- Provide exceptional customer service, ensuring all client interactions are professional and courteous.
Social Media Management:
- Use pre-designed templates to post content on social media platforms daily.
- Respond to messages and comments on social media, ensuring timely and accurate engagement.
Project Implementation:
- Complete online training courses for project management software (e.g., Asana) and implement processes based on the training.
- Organize internal operations and create streamlined workflows for recurring tasks.
Requirements:
- Fluent in English.
- 5+ years proven experience in administrative roles, preferably in a virtual or remote capacity.
- 1+ years experience in bookkeeping or accounting, or a strong interest in learning. Bonus if you have a degree in Accounting.
- Familiarity with tools such as Asana, Keeper, and TaxDome (preferred but not required; training will be provided).
- Strong organizational and multitasking skills with a high level of attention to detail.
- Excellent communication and interpersonal skills.
- Ability to manage and prioritize multiple tasks effectively.
- Self-starter who can work independently with minimal supervision.
- Knowledge of Microsoft Outlook and CRM systems.
- Availability to work U.S. business hours (9 AM – 5 PM CST)
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