Job Title: Remote Administrative Assistant

Company: Boutique Cloud-Based Tax Planning & Advisory Firm

Location: Fully Remote (U.S.-based preferred)

Compensation: $45K-$60K

About Us

We are a modern, cloud-based tax planning and advisory firm experiencing rapid growth. Our mission is to provide proactive, strategic guidance to clients while building a firm that values efficiency, innovation, and intentional systems design. As we scale, we are thoughtfully developing our internal operations—and we’re looking for someone who’s excited to grow with us.

About the Role

We’re seeking a highly organized, proactive Administrative Assistant to support our growing team. This is not a traditional admin role—this position offers the opportunity to be deeply involved in shaping how our firm operates behind the scenes.

You’ll play a key role in keeping our day-to-day operations running smoothly while helping us build and refine internal systems. For the right candidate, there is a clear growth path into an Operations Coordinator role as the company continues to expand.

Key Responsibilities

• Manage calendars, schedule meetings, and coordinate appointments
• Organize and maintain digital files, client records, and internal documentation
• Assist with client onboarding and communication workflows
• Support project tracking and task management across the team
• Help implement and improve internal systems and processes
• Coordinate with team members to ensure deadlines and priorities are met
• Perform general administrative support tasks as needed in a fast-paced environment

What We’re Looking For

• Strong organizational skills and attention to detail
• Excellent written and verbal communication
• Tech-savvy and comfortable learning new cloud-based tools quickly
• Self-starter who thrives in a remote, autonomous work environment
• Problem-solver with a mindset for continuous improvement
• Ability to manage multiple priorities and adapt as the company evolves

Bonus (but not required):

• Experience in a professional services firm (tax, accounting, consulting, etc.)
• Familiarity with CRM systems, project management tools, or automation platforms

Growth Opportunity

This role is designed with growth in mind. As you become familiar with our systems and operations, you’ll have the opportunity to step into an Operations Coordinator position—taking on more responsibility in process design, workflow management, and team coordination.

Why Join Us

• Fully remote, flexible work environment
• Be part of a high-growth firm at an early stage
• Opportunity to help build systems from the ground up
• Clear career progression path
• Collaborative, forward-thinking team culture

If interested you can apply to this position or email your resume to sean.westhorpe@levelociti.com

To view additional roles we are recruiting for, please visit: https://levelociti.com/job-search/