Administrative Assistant (US Accounting and Tax)

We are seeking a reliable, detail-oriented Administrative Assistant (US Accounting and Tax) to join our team and support our US-based partner company, Pivot Business Group. Pivot is a fast-growing financial strategy firm that delivers CFO services, tax strategy, financial consulting, and bookkeeping services across various industries. Their mission is to help entrepreneurs and small-to-mid sized businesses achieve growth goals with confidence.

As the Administrative Assistant, you will be a part of the fast-paced accounting and tax team. Your main duties will include tax workflow management, as well as providing excellent client service and communication.

Responsibilities:

• Professionally and accurately respond to client inquiries related to tax matters
• Manage and organize the team’s calendar and inbox
• Oversee tax workflows and ensure tasks are completed on schedule
• Send out tax returns and eSignatures
• Handle client phone calls and respond to text messages/voicemails
• Collect and organize client documents for tax preparation and tax strategy engagements
• Monitor and support client progress in ClickUp by managing action items
• Communicate with clients to follow up on outstanding items needed to complete their tax returns or strategy work
• Support the Tax Director by managing internal Slack channels and facilitating task follow-through
• Maintain clear and organized records of client interactions and updates
• Reference: 145jEX398t9vGC5l4xYhWq3mOGKlMHURdpLZQhhkyKg.

Qualifications:

• Some familiarity with the US tax preparation processes and terminology
• Excellent written English skills: must be able to clearly and professionally explain tax concepts via email
• Strong organizational skills and high attention to detail
• Proficiency in digital tools such as ClickUp, Slack, and Google Workspace or Microsoft Office
• Prior experience working in a US accounting or tax firm (preferred)
• Tech stack experience: Tax Act, ProConnect, Tax Planner Pro, TaxPlanIQ, TaxDome, QuickBooks Online (QBO), Xero (preferred)
• Knowledge of basic bookkeeping processes (preferred)

We offer:

• Fully remote job
• Full-time work: Monday to Friday, 2 pm to 10 pm
• Private Health Insurance from day 1
• Structured processes, such as timely and organized performance reviews

If this seems like the right job for you, we invite you to submit your resume in English. Please keep in mind that resumes in other languages might not be considered.