Virtual Assistant & Project Manager

About NJ Tax Advisers
NJ Tax Advisers is a growing tax and accounting firm based in Cherry Hill, NJ. We serve small business owners and individuals with tax preparation and tax planning. We are currently in acquisition mode, integrating client bases from multiple practices, which means high volume client communication and workflow management are critical to our success.

Role Overview
This is a dual role combining executive assistant support for Partner with project management responsibilities for NJ Tax Advisers. You will be the operational backbone of the firm, managing hundreds of client communications across multiple client bases while keeping projects, deadlines, and workflows on track.

Virtual Assistant Responsibilities
• Manage partner’s calendar, scheduling client meetings and internal calls
• Handle high volume client email communications on partner’s behalf
• Draft, send, and track client correspondence with appropriate follow ups
• Coordinate document collection from clients for tax preparation
• Maintain organized client communication records
• Respond to routine client inquiries with professionalism and accuracy

Project Manager Responsibilities
• Track tax preparation deadlines and ensure nothing falls through the cracks
• Manage workflows in ClickUp, keeping tasks updated and tea ---------- mbers accountable
• Coordinate with CPA managers on client deliverables and timelines
• Oversee client onboarding process for new and acquired clients
• Identify bottlenecks and proactively escalate issues before they become problems
• Maintain status trackers and reporting for tax season deadlines
• Support integration of acquired client bases into NJ Tax workflows

What We're Looking For
• 3+ years experience as a virtual assistant, executive assistant, or project manager
• Experience in accounting, tax, or professional services firms strongly preferred
• Excellent written English communication skills
• Ability to work US Eastern Time hours (8:00 AM to 12:00 PM ET required)
• Proficiency with project management tools (ClickUp experience a plus)
• Strong attention to detail and ability to manage multiple priorities
• Comfortable with autonomy and making decisions without constant oversight
• Reliable internet connection and professional remote work setup

You'll Thrive Here If You...
• Take ownership and don't wait to be told what to do
• Are organized, systematic, and always looking to improve processes
• Communicate proactively when issues arise
• Can juggle high volume without sacrificing quality
• Want to grow with a firm that's actively expanding

Compensation & Hours
This is a part time position at 20 hours per week, with potential to grow within the next few months as the firm expands. Compensation is competitive and commensurate with experience.

How to Apply
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