Virtual Assistant — Email & Client Workflow Management (US Tax Firm)

Core responsibilities: • Email triage — sort and flag incoming client emails by category and urgency using a documented decision system • TaxDome pipeline management — start new client pipeline stages when work comes in, per our documented rules • Document tracking — follow up with clients on outstanding document requests on a set 7/14/21-day cadence • File organization — save client emails/attachments to Google Drive using our folder and naming conventions • Calendar upkeep — keep the firm calendar current All email drafts go through owner approval before sending — you will never send client-facing emails unsupervised while learning the role. What We’re Looking For • Prior experience supporting a US-based accounting, bookkeeping, or professional services firm (strongly preferred) • Excellent written English — clear, professional, low-error • Comfortable working with confidential financial documents • Reliable overlap with US Central Time business hours (at least a few hours/day) • Detail-oriented — this role runs on following documented rules precisely • Familiarity with TaxDome, Google Workspace, or similar CRM/cloud tools is a plus but not required What We Offer • Competitive rate based on experience (open to discussing during interview) • Clear, written SOPs for every task — you won’t be guessing • Consistent 20 hours/week, every week — no seasonal fluctuation • Long-term relationship for the right fit — this is a first hire we intend to grow with How to Apply Please include: 1. A short note on your relevant experience (accounting/bookkeeping/admin support for US firms) 2. Your available hours (Manila time) and overlap with US Central Time 3. Your typing speed and internet setup (backup power/internet a plus)