Executive Assistant (U.S. Accounting Firm)
New
V
VirtueStaffAccounting and tax
Workable workplace: remote; Workable locations: Metro Manila, Philippines. Panama City, Panama, Panama. Mexico City, Mexico. Bogotá, Bogota, ColombiaContract
SalaryPerformance Bonus
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Job Details
- Languages
- Professional verbal, written, and video communication capabilities in English.
- Required Skills
- English communicationBookkeeping
Requirements
- Bring proven administrative experience working inside an accounting firm, CPA practice, or tax advisory business.
- Have hands-on proficiency with TaxDome, Canopy, or Karbon.
- Demonstrate strong organizational skills and attention to detail.
- Be able to manage multiple client deadlines concurrently.
- Have experience tracking tax, bookkeeping, and payroll deliverables during high-volume tax seasons.
- Communicate professionally in English verbally, in writing, and by video.
- Adhere strictly to data privacy and confidentiality requirements when handling sensitive financial records.
- Have a dedicated, distraction-free home office with reliable high-speed internet.
Responsibilities
- Manage the firm owner's calendar, appointment scheduling, meeting reminders, and tax season deadlines.
- Monitor incoming email, prioritize urgent items, and draft routine client correspondence.
- Schedule client consultations, tax review sessions, onboarding workflows, and offboarding procedures.
- Collect and organize client financial documentation, and follow up on missing items or signatures.
- Maintain digital client records in practice management and cloud document storage platforms.
- Prepare engagement letters, administrative reports, spreadsheets, and routine client notices.
- Track statutory and internal deadlines for tax filings, bookkeeping cycles, payroll, and advisory engagements.
- Assist with billing workflows, invoice distribution, accounts receivable tracking, and payment reminders.
- Coordinate operational communication between firm leadership, accounting staff, clients, and external financial professionals.
- Document and update firm standard operating procedures.
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