Admin Document Assistant (Tax/Accounting) - 57861146131

Position: Admin Assistant (Tax/Accounting)
Type of Contract: Independent Contractor
Working Hours: US business hours
Salary Range : $1.000 - $1.400 USD 

About the company
Our client is a U.S.-based financial services and advisory company that helps small businesses—especially insurance agencies and youth sports organizations—manage and grow their finances.

About the role
We’re looking for a detail-oriented Administrative Support Specialist to help manage and organize client documents within our internal systems. This is a high-volume, process-driven role that requires strong attention to detail, speed, and consistency.

Responsibilities:

• Review and open incoming client documents in our system (TaxDome)
• Identify and understand document types (bank statements, loan statements, payroll reports, revenue statements etc.)
• Accurately rename files using our naming conventions
• Organize and upload documents into the correct folders
• Maintain a clean, structured, and consistent document management system
• Follow defined processes while being able to adapt as workflows evolve

Requirements:

• Strong attention to detail — mistakes in labeling or filing are not acceptable
• Tech-savvy and comfortable learning new software quickly
• Ability to handle repetitive, high-volume tasks with consistency
• Fluent in English (written and verbal)
• Self-starter with a “get it done” mindset — no hand-holding required
• Reliable internet and ability to work during U.S. business hours (preferred)

Nice to Have

• Base-level accounting or bookkeeping knowledge (ability to recognize common financial documents)
• Experience with document management systems (TaxDome, Google Drive, Dropbox, etc.)