? Rockstar Virtual Assistant for Tax Preparation Business (Full-Time)

Company: Maxx Finances
Location: Remote
Position: Full-Time Virtual Assistant
Salary: $800 per month
Hours: 40 hours per week

About Maxx Finances
Maxx Finances is a fast-growing financial services company specializing in tax preparation, financial consulting, and business services. Our mission is to help individuals and business owners maximize their finances, reduce taxes, and build long-term wealth.

We are looking for a smart, organized, and reliable Virtual Assistant who wants to grow with a professional company and play an important role in helping our clients receive excellent service.
This position is long-term and full-time, with opportunities to grow as our company expands.

The Role
This position plays a key role in keeping our tax preparation workflow organized, efficient, and client-focused.
You will assist our tax team by:
• Entering client tax information into tax software
• Reviewing documents such as W-2s, 1099s, and other tax forms
• Organizing tax documents into client folders
• Checking tax returns for missing information
• Helping prepare returns for final review

Administrative Support
• Managing client records and documents
• Organizing digital files and folders
• Updating CRM systems and client information
• Scheduling appointments and follow-ups
• Responding to basic client messages and emails

Client Communication
• Requesting missing tax documents from clients
• Sending reminders for appointments and deadlines
• Providing status updates on tax returns
• Assisting with onboarding new clients

Workflow & Organization
• Maintaining organized client folders
• Tracking tax return progress
• Creating document checklists for each client
• Assisting with improving workflow efficiency

Skills & Qualifications
We are looking for someone who is:
? Highly organized
? Detail-oriented
? Reliable and professional
? Comfortable working with numbers and financial documents
? Able to follow instructions carefully
? Able to communicate clearly in English
? Able to work independently

Equipment Requirements
You must have:
• Reliable internet connection
• Quiet workspace
• Computer capable of running business software
• Webcam and microphone for meetings

Work Schedule
40 hours per week
Monday – Friday
Compensation
$800 per month (Full Time)
Performance bonuses may be offered based on performance and productivity.

IMPORTANT – How to Apply
To make sure you read the entire job post, please follow these instructions carefully.
When you apply, include the following:
1. Write “MAXX READY” at the top of your application.
2. Tell us about your previous Virtual Assistant experience.
3. Tell us why you believe you would be a great fit for Maxx Finances.
4. Include your internet speed test result.
5. Share a short paragraph describing your experience working with documents or financial data.
Applications that do not follow these instructions will not be considered.

Why Join Maxx Finances?
• Stable full-time opportunity
• Work with a professional and growing financial services company
• Opportunity to grow your skills in tax preparation and finance
• Long-term position with potential advancement

???? Qualified applicants will be contacted for a virtual interview.

Maxx Finances
Maxximize Your Money & Minimize Your Worries