Job Title: Virtual Assistant

 

About the Company:

Our Client specializes in providing tax-related services and consulting to a diverse clientele. They focus on catering to both personal and business taxation needs, ensuring compliance and optimizing financial outcomes for their clients.

 

Job Description:

This role involves managing administrative tasks, maintaining client relationships, and facilitating project management during peak tax seasons.

 

Responsibilities:

• Assist with administrative tasks and project management

• Maintain communication with clients and respond to inquiries

• Manage scheduling and appointments

• Track and follow up on client leads

• Ensure consistency in client service and operational workflow

 

Required Experience and Qualifications:

• Proven experience as a personal assistant or in a similar administrative role

• Strong organizational skills and attention to detail

• Proficiency in using office software and communication tools

• Ability to work independently and manage multiple tasks

 

Preferred Skills:

• Experience in the tax or financial services industry

• Bilingual skills, particularly in Spanish, are a plus

• Familiarity with project management tools

 

Personality:

• Proactive and self-motivated

• Ability to take initiative and work without supervision

• Strong interpersonal skills and the ability to communicate effectively

 

Software & Tools:

• Proficient in Microsoft Office Suite or equivalent

• Familiarity with project management software is a plus

 

English Level:

C2

 

Schedule:

Flexible, overlapping 9-5 EST

 

Salary and Benefits:

Payment in USD or Local Currency – Your Choice.