Virtual Admin Assistant

We're Hiring: Virtual Administrative Assistant (Full-Time, Remote)

???? Company: The Twelve Firm
? Schedule: Monday to Friday, 9AM to 2PM EST (Night Shift PH Time)
???? Position Type: Full-Time
???? Location: Remote (Philippines Only)
???? Pay: Competitive, based on experience

???? About Us:
The Twelve Firm is a U.S.-based tax strategy and financial consulting firm, we specialize in helping high-income professionals and real estate investors legally reduce their tax liability, gain financial clarity, and build lasting wealth.

Our mission is simple: help our clients make, spend, and keep more money with strategic tax planning. We blend expertise with empathy—providing top-tier service with a personal, relationship-first approach. We also educate our clients on how to take control of their finances through smart tax strategies.

We’re growing and looking for someone who is organized, proactive, and thrives in a fast-paced environment where attention to detail and clear communication is everything.

???? Key Responsibilities:
Manage and respond to emails professionally

Calendar management and scheduling meetings

CRM and client portal management (we use TaxDome & ClickUp)

Organize digital files and maintain client records

Follow up on assigned tasks and deadlines

Assist with client onboarding and intake

Respond to client inquiries and provide top-notch support

Create SOPs and assist with documentation

Light social media assistance and basic content organization

General admin support to Executive Tax Strategist & the team

? Requirements:
At least 2 years of virtual admin experience

Excellent written and verbal English communication skills

Proficient with G-Suite, Slack, Zoom, and ClickUp (or similar tools)

Reliable internet connection and backup power

Strong attention to detail and time management

High level of professionalism and confidentiality

Comfortable working U.S. hours (EST)

Self-motivated, resourceful, and a team player

Bonus: Experience working with accounting/tax firms or CRMs like TaxDome

???? Tools We Use:
Google Workspace

ClickUp

Slack

Zoom

TaxDome

Calendly

Canva

Loom