Hi! I’m Jojie Santos, a detail-oriented professional with over 4 years of experience in virtual assistance, U.S. tax preparation, bookkeeping, customer support, and technical troubleshooting.
I have been working as a U.S. Tax Preparer since 2022, handling tax returns such as Forms 1040, 1065, 1120, and 1120-S, along with supporting schedules and client documentation. I’ve worked with companies like 1-800Accountant, Teleperformance, and Tech Mahindra, where I managed tax preparation, bookkeeping tasks, client communication, invoice and expense tracking, administrative support, and technical troubleshooting.
I am proficient in tools such as QuickBooks Online, Intuit Lacerte, Zoho CRM, ClientBooks, Google Workspace, TaxDome, Trello, GoHighLevel, Drake Tax, CCH ProSystem fx Tax, and MyTAXPrepOffice. I also have experience with WordPress SEO, Jotform, Canva, and basic social media management.
My core strengths include:
U.S. Tax Preparation & Bookkeeping
General Virtual Assistance
Technical Support & Troubleshooting
Appointment Setting & Data Entry
Client Communication & Administrative Support
Financial Statement Preparation and Reconciliation
CRM and Workflow Management
Excellent Written & Verbal Communication
With a background in Information Technology and national certifications in Computer Servicing, I bring a strong combination of technical, financial, and administrative expertise. I am committed to delivering high-quality, efficient, and reliable remote support to help streamline business operations and support company growth.
Let’s work together to support and grow your business!
Experience: 2 - 5 years
Experience: 1 - 2 years
Experience: 6 months - 1 year
Experience: 6 months - 1 year
Experience: 1 - 2 years
Experience: 6 months - 1 year
Experience: 2 - 5 years
Experience: 1 - 2 years
Experience: 2 - 5 years
Experience: 5 - 10 years
Experience: 6 months - 1 year
“I have a team of 6 VA's that pretty much do everything for me”
Elishama Jiles
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