Virtual Assistant for Tax Prep & Credit Support (U.S.-Based Clients)

We’re seeking a detail-oriented, loyal virtual assistant to support our Michigan-based financial services brand. You’ll assist with tax prep, credit repair workflows, and client communication—serving U.S. clients virtually with clarity and care.
• Organize client documents for tax filing
• Track credit repair disputes and update CRM
• Manage email follow-ups and appointment scheduling
• Support branded spreadsheets and admin tasks
• Follow SOPs and maintain confidentiality