Virtual Admin & CRM Assistant (Fast-Paced U.S. Tax Office)

Quantity Tax Service is a U.S.-based tax firm preparing for our busiest season of the year. We are hiring a highly organized, tech-savvy Virtual Assistant to support our office administrator and make sure no client, lead, or message ever falls through the cracks.

This is not a basic admin role. You will sit at the center of our operations - between marketing, client communications, and our CRM - ensuring every lead is followed up, every message is answered, and every potential client is moved toward booking or applying.

This is a seasonal position for tax season, with strong potential for long-term extension based on performance.”

You will work closely with:
• Our office administrator (who handles phones and in-office clients)
• Our Marketing VA (who generates leads through social media and campaigns)

Your job is to turn attention into appointments, applications, and revenue.

Responsibilities:

• Monitor and respond to incoming messages (Facebook, website, email, etc.)
• Follow up with leads and move them toward booking or tax advance pre-approval
• Schedule appointments and update the CRM
• Track who is waiting on documents, signatures, or follow-ups
• Create and manage simple systems for lead tracking and follow-up
• Support our Marketing VA by capturing and organizing responses from campaigns
• Help keep operations running smoothly during peak tax season

Required Skills

• Strong written English and professional communication
• Comfortable with CRMs, spreadsheets, and task systems
• Experience handling leads, appointments, or customer messages
• Very organized and detail-oriented
• Tech-confident (Google Drive, forms, basic automations)

Who this is for:

You will thrive in this role if you:
• Like organizing chaos
• Enjoy talking to customers
• Think in processes and systems
• Move fast and don’t wait to be told every step

Hours

20–40 hours per week during tax season
(U.S. hours required - Eastern Time)

To Apply

Start your application message with the word “FLOW” so we know you read this carefully.