Results-driven leader with a positive attitude and passion for providing
high-quality advice and guidance to clients. Proven ability to identify
customer needs, resolve conflicts and build strong relationships. Possesses
excellent problem-solving, communication and interpersonal skills.
Experience: Less than 6 months
Experience: Less than 6 months
Experience: Less than 6 months
Experience: 2 - 5 years
• Organize and maintain electronic and physical files related to client tax records, contracts, agreements, and correspondence. • Ensure confidentiality and security of sensitive client information • Assist with the preparation and filing of tax returns and related documents • Maintain and update client database, ensuring that contact information and other client details are accurate and current • Used accounting software to issue tax returns and prepare consolidated reports. • Collated reports and sent to the client for signature • Allocate job flow
Experience: 1 - 2 years
“I have one of the best VAs I've had in a long time...she's been amazing”
Davonna Willis
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