Tax Admin Virtual Assistant

Overview

Looking for full-time work (8 hours/day)

at $3.98/hour ($699.99/month)

Bachelors degree

Last Active

February 23rd, 2025 (3 days ago)

Member Since

September 12th, 2020

Profile Description

Hi there! 

I’m a U.S. Tax Admin Virtual Assistant with 9 months of experience supporting accounting firms in staying organized and efficient. I specialize in managing client tax documents, ensuring accurate data entry, and streamlining data collection and client communication to make the tax filing process smoother. 

By handling the administrative tasks—organizing documents, following up with clients, and preparing everything for tax season—so you can focus on what matters most: preparing taxes and growing your business. 

How I Can Help You:

Tax Document Management & Organization: I can review in take of tax documents, rename (adhering to standard naming conventions), organize and securely store tax documents in the portal, helping tax preparers streamline their workflow and focus on tax preparation.

Data Entry & Processing: Accurately input client data into tax preparation software. Verify data accuracy and reconcile discrepancies for error-free tax filings. 

Client Communication: I can handle email coordination, follow-ups, and client inquiries to ensure timely document submission and keep clients informed throughout the process.

Administrative Support: I assist with administrative tasks such as scheduling, document organization, and creating lists of previously submitted documents to help clients prepare for the upcoming tax season.

Key Tools & Skills:

Familiar/Knowledge of U.S. Tax Forms

Tax Software: TaxDome, Truss

Communication: Teams, Zoom, Skype, WhatsApp, TalkRoute, Google Meet, Telegram

Productivity: MS Office, Google Workspace, Canva

Attention to Detail: Consistently follow procedures and guidelines to ensure timely and accurate completion of all tasks

My Background:

Before transitioning into a Virtual Assistant role, I spent over 2 years working as an HR Recruiter for BPO industry, where I managed end-to-end recruitment processes, interviewing candidates to employee onboarding. This experience honed my organizational skills, ability to prioritize tasks, and effective client relationship management.

What Sets Me Apart?

- I’m passionate about administrative work and thrive behind the scenes, ensuring that systems run smoothly
- I’m always looking for opportunities to grow and improve my skills, including bookkeeping and tax prep
- I’m proactive and take ownership of tasks, allowing you to focus on growing your business

Results-Oriented:

In my previous role, I helped streamline the tax document management process, reducing time spent on document organization. This allowed the team to focus on critical tasks and ensured deadlines were always met. Proactively following up with clients to gather missing tax documents resulted in improved client satisfaction and timely tax filings.

Let’s chat!

If you’re looking for a reliable, detail-oriented Tax Admin VA who’s eager to learn, grow, and support your business long-term, let's connect! I’d love to help you keep everything organized and running like clockwork!