Tax Goddess is recognized as a top 1% Tax Strategist in the USA.
With 19+ years of experience, we’re a progressive, 100% digital CPA firm. If you can handle cloud computing and basic tech skills, you’re in for a dynamic role.
Responsibilities
- Helping clients and vendors with documents, answering questions and emails (training provided), negotiations, finding and implementing vendor requests, and coordinating details
- Drafting different letters including Conflict Resolution
- Administrative duties to assist other departments in the firm when needed
- Coordinate with overseas and local teams on various projects
- Document management
- Slack channel management and coordination with other teams
- Working with clients (USA) to assist them with their needs
- On-call support via Skype/Zoom to work through issues with staff and clients, assist and train
- Video for training modules (if needed)
- Manage data in spreadsheets and reports
- Keep records and reports up to date
- Organize and schedule meetings and events when needed
- Support administrative tasks across departments
Qualifications
- At least 5+ years of proven experience as a Virtual Assistant or relevant role, including 2 years as General Admin
- At least 1 year of experience with a CPA/CA firm, medical billing, law firm, collections, insurance, or any financial organization
- Familiarity with current technologies, like desktop sharing, cloud services, and VoIP
- Experience with word-processing software and spreadsheets (e.g. MS Office)
- Knowledge of online calendars and scheduling (e.g. Google Calendar)
- Excellent phone, email, and instant messaging communication skills
- Excellent time management and solid organizational skills
Tools
Insightly, Slack, Google Suite, Infusionsoft.
Hours, Location & Availability
- Our USA business hours include mandatory overlap (8:00 am to 12:00 noon Arizona time)
- Hours for some departments may be fixed or may vary depending on tasks/projects
- Admins are expected to work a minimum of 40–50 hours per week; during tax season, additional hours and weekend work could be required
- Permanent work from home with consistent and reliable hours
Benefits & Culture
- Competitive, full-time compensation with benefits typical for a full-time role
- Paid training and ongoing skill development
- Equal staff opportunity and a collaborative culture
- Supportive, team-focused environment with exposure to multiple divisions
- Work-life balance initiatives, team events, and ongoing process improvements