Virtual Admin & Accounting Assistant | Real Estate |Tax Assi

Overview

Looking for full-time work (8 hours/day)

at $4.15/hour ($800.00/month)

Bachelors degree

Last Active

July 8th, 2026 (3 days ago)

Member Since

May 31st, 2020

Profile Description

Experienced Virtual Assistant | Accounting Assistant | Customer Service Expert

Are you in need of a highly skilled and detail-oriented Virtual Assistant with 7 years of experience in Accounting, along with over a year in tax assistance, administrative support, and customer service? I bring a strong background across various industries including finance, real estate, healthcare, and taxation—delivering reliable, efficient, and organized support tailored to your business needs.

What Sets Me Apart????
My commitment to excellence goes beyond technical skills. I pride myself on my exceptional communication abilities, attention to detail, and proactive approach to problem-solving. With a strong work ethic and dedication to meeting deadlines, I ensure that your business operations run smoothly while you focus on growth and strategic initiatives.

Services Offered / Skills
Accounting Skills:
-Bookkeeping
-Transaction Processing: Expertise in SAP systems for accurate transaction recording, managing accounts payable/receivable, and maintaining general ledger accuracy.
-Reconciliation & Compliance: Performing bank account reconciliations, ensuring tax compliance, and handling VAT reporting in accordance with regulatory requirements.
-Financial Analysis: Creating internal financial reports for management, reviewing and correcting journal entries, and monitoring due dates for receivables and payables.
-Process Optimization: Implementing efficient accounting workflows, maintaining financial data integrity, and providing strategic financial insights to support business decisions.

Customer Service Skills:
-Client Interaction: Handling inbound calls and providing comprehensive customer support for healthcare and insurance inquiries.
-Issue Resolution: Addressing questions about coverage, benefits, and billing with a focus on first-call resolution and clear communication of complex information.
-Service Excellence: Delivering empathetic and professional customer service while navigating healthcare systems and insurance processes effectively.
-Compliance & Documentation: Maintaining strict adherence to privacy standards (e.g., HIPAA) while performing accurate CRM data entry and call documentation.
-Efficiency Management: Successfully managing high call volumes while consistently meeting service-level goals and quality metrics.

Real Estate Admin Assistant:
-Financial Analysis & Valuation: Utilized Excel for tracking and reporting financial data, creating property valuations based on balance sheets and income statements, and summarizing business information for stakeholders.
-Project Management Tools: Regularly updated internal tools like ---------- , Asana, and Salesforce to efficiently track deal status and manage project workflows.
-Lead Generation & Marketing: Managed lead generation processes and supported email marketing campaigns using platforms like Instantly to increase client acquisition.
-Property Listing & Coordination: Listed properties on online platforms, coordinated internal and external communications, and maintained organized digital filing systems to support overall team operations.

Tax Assistant Skills:
-Tax Document Management: Prepared tax documents, filed business and personal tax extensions, and calculated estimated taxes with corresponding vouchers.
-Client Communication: Assisted in gathering missing tax information by communicating with clients through phone and internal messaging systems.
-Compliance Support: Provided detailed support to accountants and administrative staff during U.S. tax season, ensuring accuracy and timely tax filing compliance.

Tools and Platforms I’m Proficient In:
Google workspace, Instantly, Canva, SAP, Quickbooks, Figma, Box, Notion, Slack, Trello, Asana, ---------- , Adobe Acrobat, MicrosoftTeams, Zoom