Virtual Tax and Bookkeeping Specialist ( U.S. Taxes, Support, Part-Time)

We are a boutique US CPA firm serving contractors, real estate investors, and small businesses. We are looking for a long-term Virtual Tax & Client Success Specialist who can help us serve our clients with excellence and also grow our firm through proactive communication and lead generation.

If you are experienced in Drake Software, love helping clients, and enjoy contributing to the growth of a business — this role is for you!

------ Responsibilities:
Tax Preparation & Support
Prepare and review individual (1040) and business tax returns (1065, 1120, 1120-S, 990) in Drake Software.
Organize, input, and reconcile client tax documents.
Assist with e-filing and ensure timely submission of returns.
Maintain secure client tax files.
Tax Planning Client Consulting Experience

------ Client Communication & Email Management:
Manage and respond to client emails daily.
Follow up with clients for missing documents and signatures.
Schedule client meetings and calls.
Send onboarding emails and thank-you notes.

------ Sales & Lead Generation
Research and identify potential clients (contractors, real estate investors, small business owners).
Send personalized outreach emails and LinkedIn messages.
Set appointments for CPA to close high-value leads.
Maintain and update a simple CRM or lead tracker.

------ Admin & Reporting
Keep calendar updated with deadlines and appointments.
Track client status and project progress.
Generate weekly reports (emails handled, returns prepared, leads generated).

------ Requirements
Must have experience with Drake Software.
2+ years tax preparation or bookkeeping experience.
Strong English communication skills (written & spoken).
Comfortable handling client-facing communication.
Organized, detail-oriented, and proactive.
Comfortable with lead generation and outreach tasks.
Stable internet connection and reliable computer.

------ Nice to Have
QuickBooks Online
CRM knowledge (HubSpot, Clickup, or similar).
Experience working remotely with U.S. clients.

------ Compensation & Schedule
Rate: $5–$7/hr (depending on experience).
Flexible schedule, but must overlap 2–3 hours with U.S. Eastern Time daily.
Part-time (10-20 hrs/week) to start, with potential to grow into full-time.

------ Why Join Us?
Opportunity to grow with a specialized CPA firm.
Be part of a team that values initiative, responsibility, and integrity.
Long-term, stable role with room to increase pay and responsibilities.

To Apply:
Application Questions / Instructions

1“How many years have you used Drake Software, and what types of returns (1040, 1065, 1120, 1120-S) have you prepared?”

2 “Please upload or share a redacted sample (client info removed) of a return you prepared in Drake.”

3 “Write a short sample email reply (3–5 sentences) to a client asking: ‘What documents do I need to send you for my tax return?’”

4 “Are you comfortable doing basic lead generation (sending outreach emails, LinkedIn messages)? If yes, share an example of how you’ve done this before.”

5 In the instructions of your job post, add a simple line:
“Please include the word Eagle in the subject line of your application, so I know you read this job description.”

6 “What hours can you overlap with U.S. Eastern Time (minimum 2–3 hrs/day required)?”

7 “Do you have a reliable computer, strong internet (speed?), and backup power (generator or UPS)? Yes/No”

8 “A client emails saying they can’t find last year’s tax return and need it urgently for a loan application. How would you handle this?”

9 “Are you looking for a short-term freelance gig, or a long-term stable role where you can grow with the firm? Why?”