Virtual Assistant

Great Assistant; United States; Remote; USD 34,000 - 49,000; Part time

Benefits offered by this job

PTO

SIMPLE IRA 3% match

Medical expenses and premiums

Job summary

Arcus CPA, LLC is seeking a highly organized Virtual Assistant to support the founder and help keep daily operations running smoothly. You will manage the founder's inbox, calendars, and task lists, attend client meetings, and coordinate follow-ups while maintaining structure and accountability.

Ideal candidates are proactive, detail-oriented, and comfortable working independently. The role offers a flexible 15–20 hour week schedule with potential to grow into a full-time position by end of

Qualifications

• Highly organized, detail-oriented, and able to follow through on tasks.
• Strong prioritization, sound judgment, and problem-solving skills.
• Confident, assertive, and capable of holding the founder accountable.
• Proactive, self-directed, and able to take ownership with minimal supervision.
• Systems-minded and able to create structure and improve processes.

Responsibilities

• Managing the founder's inbox, handling routine emails, and flagging messages needing attention.
• Managing calendars, scheduling and rescheduling client and prospect meetings.
• Organizing daily priorities and keeping the founder focused and accountable.
• Attending client meetings, taking notes, and preparing summaries and action items.
• Following up with prospective clients and coordinating document requests.
• Sending and tracking tax information requests and following up on outstanding documents.
• Maintaining task lists, deadlines, and follow-ups in Google Tasks and Client Hub.
• Organizing and maintaining files in Google Drive.
• Managing workflows in Client Hub and Google Workspace.
• Answering incoming calls and directing inquiries to team members.
• Reviewing outstanding tasks and flagging priorities for the next day.
• Assisting with basic social media posting as needed.

Skills

Organized

Detail-oriented

Prioritization

Problem solving

Assertive

Self-directed

Ownership

System thinking

Adaptable

Communication

Tools

Slack

Client Hub

QuickBooks Online

Stanford Tax

ProConnect Tax Online

Job description

Please Note: This job is being posted on behalf of Arcus CPA, LLC ( www.arcus.cpa ) by Great Assistant ( www.greatassistant.com ). Great Assistant is a company that works with entrepreneurs to match them to assistants.

Curtis Hardwick is the Owner and Founder of Arcus CPA, LLC, an accounting and advisory firm based in Griffin, Georgia. With over 10 years of experience as a CPA, Curtis is passionate about helping small business owners make informed decisions and achieve their goals. Arcus provides accounting, tax, and fractional CFO advisory services, combining financial expertise with genuine relationships and personalized support. The firm believes that no business owner should have to build alone.

We're looking for a highly organized, proactive, and confident Virtual Assistant who can bring structure to a busy entrepreneur's day. You'll support a big-picture thinker with plenty of ideas, helping prioritize tasks, manage competing demands, and keep things moving forward. We're looking for someone who takes ownership, works independently, and isn't afraid to speak up when priorities need attention.

The right person will also align with our core values:

• Real Connection
• Trust
• Safety

In this role, you'll help keep daily operations running smoothly, ensure important details don't get overlooked, and allow the founder to focus on building strong client relationships.

Some of your responsibilities will include:

• Managing the founder's inbox, handling routine emails, and flagging messages requiring his attention
• Managing calendars, scheduling and rescheduling client and prospect meetings
• Organizing daily priorities and keeping the founder focused and accountable
• Attending client meetings, taking notes, and preparing summaries, action items, and recap emails
• Following up with prospective clients, coordinating document requests, and managing next steps after discovery calls
• Sending and tracking tax information requests, following up with clients on outstanding documents
• Maintaining task lists, deadlines, and follow-ups in Google Tasks and Client Hub
• Organizing and maintaining files and documents in Google Drive
• Managing and improving workflows and recurring processes in Client Hub and Google Workspace
• Answering incoming calls and directing inquiries to team members for follow-up or technical assistance
• Reviewing outstanding tasks, updating records, and flagging priorities for the following day
• Assisting with basic social media posting as the firm's needs grow

In addition to the above, the ideal candidate must be/have:

• Highly organized, detail-oriented, and excellent at following through
• Strong prioritization, sound judgment, and problem-solving skillsli>
• Confident, assertive, and comfortable holding the founder accountable and respectfully pushing back when needed
• Proactive, self-directed, and able to take ownership without constant supervision
• Systems-minded with the ability to create structure and improve processes
• Adaptable, patient, and comfortable managing changing priorities and multiple responsibilities
• Excellent written and verbal communication skills
• Warm, empathetic, professional, and able to build trusting client relationships
• Reliable, discreet, and trustworthy when handling confidential financial information
• A positive attitude, good sense of humor, and interest in a long-term role
• Comfortable working with AI tools and incorporating them into daily workflows
• You must be tech savvy and quick to pick up new tools and software

Tools you'll use in this role, so familiarity is a plus!

• Slack
• Client Hub
• QuickBooks Online
• Stanford Tax
• ProConnect Tax Online
• This is a W2 position
• Benefits include PTO, SIMPLE IRA with a 3% match, and a contribution toward medical expenses and premiums
• The position will be 15-20 hours per week
• Hours are Monday through Friday, with flexible scheduling and some availability required between 9:00 am and 3:00 pm ET for client and internal meetings
• There is potential for this position to grow into a full-time role by the end of 2027, depending on business developments
• The pay rate is $30/hr. USD
• You must be able to pass a background check
• We are looking for someone to become a long-term (3+ years) team member