Virtual Assistant – Please read description

Overview:
Currently a part time role with the opportunity to expand to full time in the future. As a virtual assistant for our tax and accounting firm, you will play a crucial role in streamlining operations, enhancing organization, and optimizing processes across various departments. Your responsibilities will include managing administrative tasks, implementing and maintaining systems such as Microsoft 365 and TaxDome. You will collaborate closely with team members to develop and refine workflows, ensuring efficiency and accuracy in our operations. English must be proficient in both writing and speaking.

Responsibilities:

Organization and Administrative Support:
-Manage and organize company files, documents, and records.
-Handle email correspondence, prioritize communications, and manage calendars.
-Assist in scheduling appointments, meetings, and events.

System Implementation and Maintenance:
-Lead the migration process to Microsoft 365, ensuring a smooth transition.
-Familiarize yourself with TaxDome and Hubspot platforms, providing support as needed.
-Troubleshoot technical issues and collaborate with IT support for resolutions.

Process Improvement:
-Analyze current workflows and identify areas for improvement.
-Develop and document efficient processes for various departments.
-Implement best practices to optimize productivity and accuracy.

Data Management and CRM:
-Maintain client databases and ensure accurate and up-to-date records.
-Assist in the implementation and utilization of CRM systems, particularly Hubspot (Marketing / Newsletters) and TaxDome (practice management tool).
-Support in creating and managing email campaigns and client communications.

Collaboration and Communication:
-Coordinate with team members to ensure seamless workflow integration.
-Communicate effectively with internal stakeholders to gather requirements and feedback.
-Provide training and support to team members on new systems and processes.

Requirements:
-Proven experience as a virtual assistant or in a similar administrative role.
-Strong organizational skills with a keen attention to detail.
-Proficiency in Microsoft Office Suite and Microsoft 365 migration experience preferred.
-Familiarity with CRM systems, particularly TaxDome and Hubspot, is an advantage.
-Excellent communication and interpersonal skills.
-Ability to work independently and prioritize tasks effectively.
-Analytical mindset with the ability to identify and solve problems.
-Willingness to adapt to new technologies and processes.
– Creative Mindset to add input regarding our Social Media Content and strategies to grow.
– Experience with Canva creating content, presentations and reports is an advantage.
– Experience with WordPress, Divi Builder, and creating landing pages for our website is an advantage.
– Must be willing to get on a virtual call as needed.
– Background in U.S. Taxes and Accounting is an advantage.
– English must be proficient in both writing and speaking.

Benefits:
– Flexible remote work schedule.
– Opportunity to contribute to the growth and success of a dynamic tax and accounting firm.
– Professional development opportunities and ongoing training.
– Opportunity to convert to a full time position after working together.