Virtual Assistant – Tax Preparation & Bookkeeping

Virtual Assistant – Tax Preparation & Bookkeeping

Job Type: Full-time (Seasonal with potential for year-round)
Salary: PHP 30,000–50,000/month (depending on experience)
Work Hours: U.S. Eastern Time (Nov–April, possible extension)
Industry: Tax Preparation, Bookkeeping, Mortgage Processing

About the Role:
We are looking for a detail-oriented Virtual Assistant to support our tax preparation business. You will handle client document management, data entry, bookkeeping, and administrative tasks, ensuring a smooth and efficient tax season. If you have bookkeeping or mortgage processing skills, you may be retained beyond tax season.

Responsibilities:
? Organize and review client tax documents
? Input data into tax software (Drake, TurboTax, etc.)
? Assist in preparing tax returns (under guidance)
? Manage email inquiries and schedule client calls
? Send reminders for missing documents and deadlines
? Handle basic bookkeeping tasks (QuickBooks, Xero preferred)
? Assist with mortgage processing (if applicable)
? Maintain confidentiality and accuracy

Requirements:
? Must have tax preparation experience (U.S. tax system preferred)
? Familiarity with bookkeeping software (QuickBooks, Xero)
? Excellent English communication skills (written & spoken)
? Strong attention to detail and ability to work independently
? Must be available to work during U.S. Eastern Time hours

Additional Requirements for Applicants
To ensure efficiency and reliability in this role, all applicants must meet the following technical and backup requirements:
? Dual Monitors: The VA must have two screens to handle tax preparation and bookkeeping tasks efficiently. ? Backup Strategy: The VA must have a reliable backup power source (UPS or generator) and a secondary internet connection (mobile data or second ISP) to prevent work disruptions. ? Quiet Work Environment: A dedicated, quiet workspace to ensure focused work during tax season.

How to Apply:
1. Submit your resume with "Rockstar Tax VA - [Your Name]" in the subject line.
2.Include a short video (2 min) introducing yourself and your experience.
3. Attach examples of tax or bookkeeping work you've done (if available).