• Full Time
  • Appleton, WI
  • Salary: $19.00 - $30.00 / hr. – based on experience
Job ID: 140257

Cadre

Are you a Tax / Financial Assistant who is detail oriented and has top-notch organizational skills? Are you a Tax / Financial Assistant who has CRM experience?

Our client is a comprehensive financial services firm.

WHAT YOU WILL BE DOING:

As a Tax / Financial Assistant, you will assist with tax returns and project work.

  • Take notes in client meetings
  • Upload the notes into CRM
  • Outline tasks from the meeting and delegate to the appropriate staff
  • Compose follow-up letters to send to the clients that outlines the meeting and action plan

WHAT YOU NEED:

  • Financial services, tax prep or income tax experience with no degree or recent graduate but no experience
  • Associate or Bachelor’s degree in Accounting or Finance is a plus
  • Comfortable with technology
  • MSWD and Excel skills
  • QuickBooks experience is preferred
  • PowerPoint experience is a plus
  • Professional demeanor, friendly, warm and inviting personality
  • Organized and detail oriented

WHAT YOU GET:

  • Christian valued company
  • Modern, clean office
  • Retirement plan
  • Paid holidays
  • Paid vacation

GENERAL INFORMATION:

Hours: 8:30am-4:30pm

Length: Temporary to Hire

Pay for the Tax / Financial Assistant position: $19.00-$30.00/hr. based on experience

Location: Appleton, WI

Job ID: 140257

Job descriptions may not include every responsibility or qualification of the position.

Cadre is an Equal Opportunity Employer.