Career Opportunities
Are you a highly organized and skilled virtual assistant looking for a part-time, remote opportunity? Look no further! Our virtual tax and accounting firm is seeking a virtual assistant to join our team on a part-time, 10-15 hours per week basis. In this role, you will work closely with our Office Manager to provide support and increase our capacity and flexibility.
As a virtual assistant at our firm, you will be responsible for a variety of tasks, including:
- Organizing client tax documents for tax preparation using Adobe, Tic, Tie Calculate and an outsourced service
- Coordinating the due date calendar and client database using Google Calendar, Calendly, and TaxDome
- Performing firm bookkeeping on QBO, including weekly bank and credit card reconciliations
- Answering phones, scheduling appointments, and responding to messages left on our virtual receptionist
- Maintaining client portals, reminding clients of deadlines, and helping with client troubleshooting
- Assisting with website maintenance by posting blog articles written by the firm owner
- Performing other administrative tasks as needed
To be successful in this role, you should have a strong technical proficiency with various web-based platforms, including CRM, Excel, Word, VoiP phone systems, Adobe PDF, and other virtual platforms. You should also have excellent customer service and interpersonal skills, as well as experience in tax office administration, including TaxDome or similar software.
Contact Us Today!