Job Description

About our client

Engineered Tax Services (ETS) is the nation’s premier tax credit and incentives firm, uniquely combining the science of engineering with the principles of tax and accounting. Their team of tax attorneys, engineers, and scientists are recognized leaders in the field, having performed millions of specialized tax services over the past decades. Through their work, ETS has generated billions of dollars in U.S. economic stimulus, positively impacting millions of jobs nationwide.

About the role

The main goal for this position is to support the Executive Sales Director and Executive Assistant by monitoring clerical details and clearing the path to make the most impact on the business. To provide our Sales Team with a steady flow of prospects, maintain existing relationships and track administrative/clerical details.

Principal Responsibilities:

• Maintain Sales Director’s calendar, emails and tasks.
• Place outbound calls and send follow-up emails using ETS process, scripts and draft emails.
• Schedule appointments, calls, meetings, webinars (Project Calls, Project Closing Calls, Follow Up Calls, Reconnect Calls, website submission, new leads, etc.)
• Maintain and track Executive Sales Director’s projects, tasks and reminders, as requested.
• Research, create, update, and maintain Zoho, Client Portals, CRM programs and understand SOP/Guidelines.
• Research clients/firms via Google, company website, LinkedIn, etc.
• Create Task Reminders (TR) in Zoho for follow up.
• Research and pursue potential clients for ETS/TGP services for business development (new prospects)
• Monitor, track, process and follow up on all projects (CS, R&D, 179D/45L etc.) and ETS services.
• Maintain your time sheet to be submitted to the Managing Executive Assistant every two weeks.

Requirements

• Maintain a quiet workspace to present a business atmosphere to represent ETS professionally.
• Organizational skills and maintaining records.
• Multitasking skills with the ability to manage multiple responsibilities at once.
• 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 in communication skills, written (basic grammar, punctuation), verbal and customer service.
• Possess the ability to navigate through websites to research and obtain information.

Benefits

• Salary: $18/hour
• Medical, Dental, Vision, Basic Life, Voluntary Life, STD, LTD, Accident, Critical Illness, Hospital Indemnity, Pet, 401k and much more!

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