Administrative Assistant

Company Description

Pro Trader Tax is a tax advisory firm based in Denver, CO, specializing in assisting active stock, option, futures, and forex traders. The firm consults with clients on qualifying as a "business trader" in the eyes of the IRS, setting up trader entities, and preparing year-end business trader tax returns.

Role Description

This is a part-time (5-15 hours/week) hybrid role as an Administrative Assistant at Pro Trader Tax. The role involves providing administrative assistance, handling clerical tasks, communicating with clients via email and telephone, maintaining client tax return status/schedule, light bookkeeping and client billing duties. Must know Zoho One Email platform. While the role is based in Denver, CO, most of the work can be done remotely. Some Saturday hours required. Hours are flexible. The more valuable you become, the greater the hours and greater the compensation.

Qualifications

• Administrative Assistance skills
• Excellent phone etiquette and communication abilities
• Strong clerical skills
• Experience in scheduling and maintaining schedule
• Attention to detail and organizational skills
• Ability to prioritize tasks and work independently
• Proficiency in Zoho One Email platform
• Proficiency in Microsoft Office suite
• Bookkeeping skills helpful
• Previous experience in a financial or tax-related environment is a plus