USA Tax Gurus
Client Relations & Administrative Assistant
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Job Description
Location
Remote (U.S.-based preferred)
Timezone Preference
Mountain Standard Time (MST) or Pacific Standard Time (PST)
Employment Type
Full-Time or Part-Time (seasonal flexibility required)
Compensation
Approximately $30,000 annually (or equivalent hourly rate, depending on schedule and experience)
Company
USA Tax Gurus
About Us
USA Tax Gurus is a growing tax, accounting, and advisory firm specializing in U.S. tax compliance, international tax matters, bookkeeping, and business advisory services. We serve individuals and businesses across the United States and internationally, with a strong focus on client service, accuracy, and operational excellence.
We are seeking a reliable and detail-oriented Client Relations & Administrative Assistant to support our client communication, lead follow-up, and daily administrative operations.
This is an excellent opportunity for someone who enjoys structured work, helping clients, staying organized, and ensuring important tasks do not fall through the cracks.
Position Overview
This role combines client communication, lead follow-up, CRM management, and administrative support.
The ideal candidate is organized, dependable, and comfortable communicating professionally with clients by email and phone. You should be confident working with software systems, following up consistently, and helping maintain smooth internal workflows.
You will work closely with the Office Manager and leadership team to help ensure prospective and existing clients receive timely, professional support.
This role requires heavier hours during tax season (January–April) and may involve reduced hours during slower months, depending on business needs and performance.
Key Responsibilities
Client Communication & Follow-Up
- Follow up with prospective and existing clients regarding consultations, missing documents, proposals, and next steps
- Respond to routine client questions via email, phone, and...
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