Virtual Assistant
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Agorist Tax Advice, PLLCTax Advisory
United States, 8:30 am-5:30 pm CTFull-TimeMiddle
Salary$30/hr. USD
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Job Details
- Required Skills
- Microsoft OfficeGoogle WorkspaceCanva
Requirements
- Highly trustworthy with excellent judgment regarding confidential data.
- Extremely detail-oriented and committed to accuracy.
- Strong organizational and administrative capabilities.
- Proven ability to work proactively and independently without micromanagement.
- Strong follow-through skills to close tasks without reminders.
- Tech-savvy with the ability to quickly learn new software.
- Open-minded and comfortable in a liberty-focused environment.
- Ability to pass a background check.
- Must have 100% availability from April 1-15 annually with no PTO.
- Flexibility for occasional domestic travel for mastermind meetings.
- Commitment to a long-term role (3+ years).
Responsibilities
- Process and enter client documents into TaxDome.
- Maintain CRM records and update client workflows.
- Follow up with clients to ensure completion of open items.
- Track missing information and conduct client outreach.
- Organize TaxDome records using established checklists.
- Prepare meeting materials and post-call follow-ups for the owner.
- Support the sales process and manage inbox/calendar delegation.
- Pull financial reports from QuickBooks Online.
- Create light designs in Canva for presentations.
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