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.