Virtual Assistant for U.S. Tax Software Business (Client Onboarding + Customer Support)

About Us

We are a growing U.S.-based Tax Software and Tax Preparation Business helping tax professionals streamline their operations, onboard clients, and grow their firms. We’re looking for a dedicated, detail-oriented Virtual Assistant to join our team and support client onboarding, software setup, and customer service.

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Key Responsibilities

? Onboard new tax clients into our software system
? Send clients their login credentials and ensure their accounts are properly set up
? Assist with bank partnerships and EFIN enrollment processes
? Handle customer service calls, chats, and messages in a friendly, professional manner
? Use GoHighLevel (GHL) to communicate with clients — including managing messages, workflows, and follow-ups
? Perform data entry for tax client information and assist with inputting data into tax returns
? Maintain accurate client records and follow up on pending tasks
? Collaborate with the internal team to ensure smooth operations

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Qualifications

?? Experience in U.S. Tax Preparation or Tax Office Support (preferred)
?? Client onboarding or customer service experience
?? Strong experience using GoHighLevel (GHL) to manage client communication and automation
?? Excellent English communication skills (spoken and written)
?? Great attention to detail and organizational skills
?? Tech-savvy and able to learn new systems quickly
?? Self-motivated, reliable, and able to work independently

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Bonus Points If You Have

? Knowledge of EFIN setup or tax software platforms (OLT , Drake, TaxSlayer, CrossLink, etc.)
? Experience working with U.S.-based clients or accounting firms
? Prior experience handling client data and tax forms

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What We Offer

???? Long-term, stable position with room for growth
???? Competitive pay + performance incentives
???? Training and ongoing support provided
???? Work-from-home flexibility
???? A positive, growth-oriented team environment

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How to Apply

Please send the following to apply:
1. Your resume/CV
2. A short introduction video (1–2 minutes) sharing your experience
3. Include “Tax VA Applicant – [Your Name]” in the subject line


People that send a short video will be seen first