About

I am looking for someone who is willing to work in sync with another virtual assistant. I do taxes, bookkeeping, payroll, tax planning and business setups. I have two young children at the same time and am therefore looking to pull back on my hours during the upcoming tax season. I need someone who is self motivated, proactive and efficient with their time to complete assigned tasks quickly so as to have room for training on other tasks. There is room for growth/responsibility in this position if there is self motivation to grow Please put the sentence 'I would like to see if this is a good fit' on your message when reaching out I currently believe the position would hold the following tasks: -scheduling appointments -managing calendar -creating to do lists for me to increase my efficiency -walk clients through tax onboarding, prompting them for missing information, putting it in que when ready -returning phone calls, texts and voicemails -walking clients through processes -onboarding clients for bookkeeping and payroll -LLC setus -Scorporation Setups -Coordination between staff members for required items to process a tax return -System setup to track client status and prompt them for tax information to keep the workflow running smoothly