Sales Administrative Assistant

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Engineered Tax Services Inc.

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 2001

💸 Finance

💳 Fintech

☁️ SaaS

Finance • Fintech • SaaS

Engineered Tax Services Inc. is the nation's premier tax credit and incentives firm that combines expert knowledge in engineering with tax and accounting principles. The company's team, consisting of tax attorneys, engineers, and scientists, specializes in services such as cost segregation, R&D tax credits, and various tax deductions to help clients maximize their tax benefits. They have successfully generated billions in U. S. stimulus incentives, impacting numerous jobs across the economy.

📋 Description

• Support the Sales Director and Executive Assistant by monitoring administrative and clerical details • Provide Sales Team with a steady flow of prospects • Maintain existing relationships and track administrative/clerical details • Maintain Sales Director’s calendar • Place outbound calls and send follow-up emails • Schedule appointments, calls, meetings, and webinars • Maintain and track Sales Directors' projects, tasks and reminders • Research, create, update, and maintain Zoho, ABLE, and other CRM programs • Pursue potential clients for ETS/TGP services for business development • Monitor, track, process and follow up on all projects out for bid and pending • Identify, prioritize, and resolve basic service issues

🎯 Requirements

• 1-3 years of experience • Organizational skills and maintaining records • Multitasking skills with ability to manage multiple responsibilities • Attention to detail and problem-solving skills • Excellent time management skills, work independently, Self-Motivated • Proficient in Computer, Microsoft Office, Excel, Google Docs etc. • Excellent communication skills, written and verbal • Ability to navigate through websites to research and obtain information. • Strong analytical, planning and problem-solving capabilities • Demonstrated initiative and ability to work independently with minimal supervision required. • Associate's degree (A.A.) or equivalent OR Three (3) to Five (5) related experience and/or training; or equivalent combination of education and experience

🏖️ Benefits

• Medical • Dental • Vision • Basic Life • Vol Life • Whole Life • STD • LTD • Accident • Critical Illness • Hospital Indemnity • Pet • Doctegrity • FSA • HSA • 401k • PTO • and much more!