NextGen Tax Services, PLLC

NextGen exists to help create and educate the NextGeneration of ultra-successful business owners by providing integrated and strategic tax, accounting, payroll and business law services. 

Our team of CPAs and MBAs are the best and brightest minds in business who work collectively with one goal: building our clients' empire.

Surround yourself with the brilliance and join Team NextGen!

Administrative Assistant

Tulsa, OK

Full-Time

Salary: 38,000

At NextGen, “Small” Business, is a BIG deal. It’s passion. It's income. It's legacy.

 

Our team of CPAs, MBAs and attorneys are the best and brightest minds in business who work collectively with one goal: building our clients' empire. We exist to help create and educate the NextGeneration of ultra-successful business owners by providing integrated and strategic tax, accounting, payroll and business law services. 

 

Team NextGen consists of a diverse group of powerhouse women who are changing the face of public accounting. Our team of 18 grew from a solo practice to a full service operation that include 5 CPAs, 3 MBAs and 4 Masters in Accountancy rockstars. As we approach our 5 year anniversary of the practice, we are looking to grow our team and develop a regional presence. We invite you to authentically showcase your rockstar expertise and skills as we journey to the next level. Join Team NextGen by surrounding yourself with brilliance!

 

The Opportunity

At NextGen we are all about client service and utilize cutting edge technology that requires someone who is a fast learner and comfortable working online and with cloud-based software. Your role will contain varies administrative responsibilities that deliver a "WOW" experience to our elite clientele digitally and in real time. We looking for our next brilliant, tech savvy Administrative Assistant who exhibits high standard and will lead our front office with pride, warmth and servitude.

 

The key responsibilities

As an Administrative Assistant, you will play an essential role practice wide. You will provide a high level of organization in all front office procedures and deliver an elite concierge experience to our clients by providing extensive and accurate information in-person and via phone and/or email. You must be proficient in resource management and outcome-oriented to manage all incoming calls from multiple locations. At NextGen you are more than just an Administrative Assistant, you are the gate-keeper of fast paced work environment therefore a strong attention to detail, superior work ethic and a friendly and welcoming demeanor are essential.

 

 

Essential skills for brilliance

  • Greet and welcome clients and visitors upon arrival and direct them to the appropriate personnel and location
  • Provide elite concierge by corresponding with clients to provide over the phone or in person regarding updates on requested information
  • Oversee and maintain multiple projects with superb accuracy
  • Ability to be resourceful and proactive when issues arise
  • Timely follow-up of scheduling and receiving priority orders and deliveries
  • Schedule and confirm meetings as well as maintain and coordinate active calendars
  • Provide ad hoc support around office as needed
  • Possess strong verbal and written communication that exude a professional tone and demeanor
  • Strong sense of urgency and problem solving skills to triage concerns from clients and/or internal departments
  • Work efficiently and effectively to provide additional administrative support for the NextGen team at large.
  • Nurture and maintain positive working relationships with co-workers and clients

 

To qualify for the role you must have

  • High school diploma or equivalent; college degree preferred (certification in Office Management is a plus)
  • Background in customer service required
  • Relevant experience includes: customer service, clerical skills, administrative skills
  • Elite concierge experience/background preferred
  • Experience in a professional service background preferred
  • Proficiency in Microsoft Office Suite
  • Professional attitude and appearance

 

What brilliance looks like

An exceptional professional who can lead our front office with a integrity and positivity, has a strong desire to grow professionally and rise to the occasion and enjoys engaging with people in a friendly and welcoming manner then gear up to surround yourself with brilliance because guarantee NextGen is the place for you!

 

 

Why join Team NextGen

  • Make history. Our startup is still fairly small, but we have big plans to disrupt the accounting and bookkeeping industry. This is a great opportunity to get in early at a startup that, we believe, is on its way to becoming an industry leader.
  • Do work that matters. The projects you'll be working on will be critical to the success of the company and our clients.
  • Hybrid work schedule with flexible hours. Following your first 30 days you can elect a 3x2 work schedule that includes 3 days onsite and 2 days working remotely. Or, you may elect a 4x10 schedule that includes 4 10-hour days weekly.
  • Grow with the firm. As our firm continues to grow, there will be many opportunities to take on new responsibilities and grow professionally.
  • Work that stays fresh. You'll have a diverse portfolio of 150+ clients (depending on their size) in a broad range of industries, all with different goals and filetypes. There will always be tons of opportunities to learn new things. Plus, given the pace of growth at our firm, we can pretty much guarantee that you'll never be bored.

 

Applications are only accepted online and a cover letter is required.