Virtual Assistant for Client Intake and Document Management

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TYPE OF WORK

Part Time

WAGE / SALARY

$5–$8/hr,

HOURS PER WEEK

15

DATE UPDATED

Oct 26, 2025

JOB OVERVIEW

We need a proactive VA to help manage client onboarding for a CPA tax firm.
Tasks:
Email clients pre-written templates
• Verify document uploads in Google Drive
• Move leads through CRM pipeline
• Schedule calls + send reminders

Must be detail-oriented, organized, and comfortable in English.
Experience with CRMs (HubSpot, GoHighLevel, or similar) preferred.
Pay: $5–$8/hr, ~15 hrs/week.

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