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Virtual Assistant For Tax Firm

FreelanceJobs
  • CA
    Canada
  • CA
    Canada

Über

### **Virtual Assistant – High-Volume Tax Prep Firm (Remote)**
We are a systems-driven tax preparation firm handling a high volume of returns each season. We're looking for a reliable, detail-oriented **Virtual Assistant** to support document intake, client follow-ups, and tax return delivery.
This role is ideal for someone who thrives on checklists, structure, and deadlines.
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#### **Responsibilities**
* Monitor client portals for document uploads
* Download, rename, and organize tax documents
* Track missing items and send follow-up reminders
* Maintain workflow and status trackers
* Assist with draft and final tax return delivery
* Track e-signature status and confirmations
* Support extensions and deadline tracking
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#### **Requirements**
* Experience in a tax or accounting environment preferred
* Familiar with common tax documents (W-2s, 1099s, 1098s, K-1s)
* Strong attention to detail and organization
* Clear written communication
* Comfortable with deadlines and repetitive, high-volume work
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#### **Details**
* Remote
* Hourly, competitive rate based on experience
* Seasonal role with potential for ongoing work
Contract duration of 3 to 6 months. with 30 hours per week.
Mandatory skills: Administrative Support, Data Entry, Email Communication, Customer Service, Virtual Assistance, Microsoft Excel, Microsoft Office, Google Sheets, File Maintenance, File Management
  • Canada

Sprachkenntnisse

  • English
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