We are looking for a full-time Virtual Sales Tax Assistant to provide administrative and operational support to our team of tax accountants. This is an excellent opportunity for a tech-savvy professional who thrives in a detail-oriented, data-heavy environment.
Responsibilities
- Provide virtual administrative support to a team of tax accountants
- Organize and maintain digital files in Google Drive and other cloud-based platforms
- Draft, send, and manage email communication with internal staff and clients
- Update and maintain spreadsheets, time-tracking logs, and client information sheets
- Follow up with clients and staff members to ensure timely responses and task completion
- Assist in implementing and managing software solutions, AI tools, and workflow automations
- Handle large datasets, ensuring accuracy and consistency across platform
- Make professional outbound phone calls as needed (e.g., client follow-up, scheduling)
- Provide general virtual assistant support in a technological and analytical environment
Requirements
Prior experience as a virtual assistant, administrative assistant, or operations support role.Experience in accounting, bookkeeping, or tax-related environments (a plus, not required)Familiarity with AI tools, data visualization, or workflow automationExperience working with cloud-based tools (Google Workspace, project management apps, CRM, etc.)Strong technology background with proven ability to quickly learn and adapt to new softwareAdvanced skills in Google Sheets / Excel (data analysis, formulas, organization)Strong written and verbal communication skills; professional phone presenceProactive, solution-oriented mindset with interest in leveraging AI tools and automationComfort handling large sets of data and building clean, usable reports