Client Success Manager for Growing US Tax Consulting Firm

***Please Note - The Candidate Must Already Be Accustomed to Working During Normal Business Hours (9am ~ 6pm) US Pacific Time (16 hours behind the Philippines) As This Position Requires Interaction with Clients During This Timeframe ***

Growing US-based tax consulting firm seeks another virtual assistant to help with data entry, database management, overseeing the client experience (follow-ups to requested data, sending forms & instructions for client signature, customer service, etc.), agent/advisor support (via email/chat), marketing (scrubbing for email addresses, loading into email sending software, perhaps ancillarily create marketing videos with easily-to-use software) and other tasks that cannot be automated, as needed. Other ancillary roles may be social media posting/management of various business lines on multiple platforms and bookkeeping.

The ideal candidate should be dependable, extremely detail-oriented & tech-savvy enough to quickly learn how to use the various specialized software we use (i.e. ---------- , Zapier, WP, WooCommerce, other WP plugins, ClickUp, etc.) Of course training & step-by-step video instructions will be provided, but someone who has computer literacy & have an intuitive understanding of how software works will be preferred to be able to independently find solutions to technical problems when software misbehaves.

Prior experience in working at a tax prep/accounting firm is desirable but not required. Direct experience with tax credits, especially the Employee Retention Tax Credit, is a plus.

We believe in treating people -- staff, clients, partners, vendors, everyone -- with dignity & ---------- pany culture: High Touch + High Tech + Fiduciary + Transparency, with integrity at is core.

Looking to build a long-term relationship with the right VA. Min. of 20 hours a week to start (our commitment to you), but can increase to 40 hours quickly.

PLEASE INCLUDE THE WORD "Pacific47" AT THE BEGINNING OF YOUR EMAIL REPLY. THANK YOU.