Virtual Assistant - (ZR_22365_JOB)

This is a remote position.

Schedule

• 40 hours per week
  
• Monday - Friday 8am - 5pm with 1 hour unpaid break (8 paid hours per day) CST
  
• Client Timezone: Baton Rouge, LA
  

Client Overview

Join a thriving, solo-operated CPA practice that’s making waves in the accounting and tax services industry. This dynamic business is poised for growth and seeking a talented individual to support its expansion. As the firm approaches its busiest season, you’ll play a crucial role in streamlining operations and enhancing productivity. This is an excellent opportunity to work closely with an experienced professional, gain invaluable insights into the financial services sector, and contribute to the success of a growing enterprise.

Responsibilities

• Manage and schedule meetings and calls
  
• Send reminders and follow-ups to clients
  
• Screen and respond to emails
  
• Draft and send routine communications (e.g., client check-ins, deadline reminders)
  

• Onboard new clients: send welcome emails, collect intake forms, and ensure documents are uploaded
  
• Maintain client portals (like TaxDome, Keeper, or Canopy)
  
• Update and manage CRM records
  
• Collect missing documents or follow up on outstanding items
  

• Update SOPs or task management boards (like ClickUp, Asana, or Trello)
  
• Keep templates (emails, checklists, engagement letters) organized and up to date
  
• Help build out workflows or automations in client management systems
  

• Request, sort, and rename client files
  
• Save PDFs and supporting docs in structured cloud folders (Google Drive, Dropbox)
  
• Ensure all files are backed up and organized
  

• Research tools or vendors
  
• Set up integrations between apps (e.g., QBO + Keeper + Slack)
  
• Track key performance indicators (KPIs) or weekly business metrics
  
• Help with social media posts, newsletters, or marketing if relevant
  
  

Requirements

• Proficiency in Google Workspace (Drive, Gmail, Calendar) with a strong ability to organize digital files and manage communications effectively
  
• Basic understanding of bookkeeping principles and enthusiasm to expand knowledge in this area
  
• Exceptional organizational skills with a proven ability to manage multiple tasks and priorities simultaneously
  
• Strong written and verbal communication abilities, capable of interacting professionally with clients and stakeholders
  
• Demonstrated aptitude for quickly learning and adapting to new software systems and technologies
  
• Experience with or keen interest in learning QuickBooks for financial task assistance
  
• Familiarity with practice management software is a plus, but not required – willingness to learn is essential
  
• Self-motivated with the ability to work independently in a remote setting while maintaining consistent communication
  
• Flexibility to adjust working hours as needed, especially during peak tax season
  
• Discretion and confidentiality when handling sensitive financial information
  

Benefits

• Permanent work from home
  
• Immediate hiring
  
• Steady freelance job