Virtual Assistant for Tax Firm

We are a busy tax firm looking for a detail-oriented Virtual Assistant to help streamline our daily operations. The ideal candidate has direct experience working with a tax or accounting practice and understands the workflow of tax season.

Key Responsibilities:
Task Management: Managing tax preparation and bookkeeping workflows to ensure deadlines are met.

Client File Management: Organizing documents, uploading files to portals, and maintaining digital folders.
Taxdome or QuickBooks.

Client Communications: Sending follow-up emails for missing documents and status updates.

Team Coordination: Coordinating with our preparers and bookkeepers to ensure tasks are moving forward.

Requirements:
Experience: Proven experience working specifically for a tax or accounting firm.

Security: Must have a highly secure internet connection and up-to-date antivirus software (client data security is our top priority).

Software Skills: Proficiency in Tax Dome, Teams, QBO, Clickup

Communication: Excellent written English and professional follow-up skills.

Must be available in Eastern Timezone