VIRTUAL ASSISTANT ACCOUNTING & TAX
Princeton, New Jersey, United States
Job Summary
Occupation
Clerical and Administrative
Specialty
Administrative Assistant
Location
08034 , Cherry Hill, New Jersey, United States
Visa Sponsorship
No
Job Description
Last Update:
1/11/24
Business Profile:
Enrolled Agent Firm providing
Tax Preparation
>>> for Individuals
>>> for Businesses
Cleanup Accounting
Tax Planning
Enrolled Agent Services
Expectations:
Daily reporting on assigned activities & progress reports.
Open communication on challenges.
Service Role[s]:
R.A.T.E. Remote Accounting and Tax Expert
Future Opportunity:
T.R.A.M Tax Resolution Account Manager
Task & Responsibilities:
Client Engagement via email, crm and project management tools: THIS REQUIRES COMPETENT ENGLISH LANGUAGE WRITTEN SKILLS AS YOU ARE REPRESENTING CLIENT.
Clean Up/Catch Up/Reconstructive Bookkeeping
Tax Preparation Individual and Business
Policies:
>> Coordinate training with:
Remote Expert Solutions Operations Manager
Client Operations Manager
>> When you encounter challenges or ever have a question
Remote Expert Solutions Coach
Client Operations Manager
Client Main Contact
List of Tools / Software to be utilized (if any)
TaxDome
ClickUp
Proseries
Lacerte
Quickbooks
Microsoft 365
Main Key Performance Indicators
Daily Reports Start of Day/Midday/End of Day Reporting
85% Completion of Daily Task.
Job Type: Part-time
Pay: $16.00 - $18.00 per hour
Experience level:
1 year
Schedule:
Monday to Friday
Ability to commute/relocate:
Cherry Hill, NJ 08034: Reliably commute or planning to relocate before starting work (Required)
Experience:
tax preparation: 1 year (Required)
Work Location: Hybrid remote in Cherry Hill, NJ 08034
Enrolled Agent Firm providing
Tax Preparation
>>> for Individuals
>>> for Businesses
Cleanup Accounting
Tax Planning
Enrolled Agent Services
Expectations:
Daily reporting on assigned activities & progress reports.
Open communication on challenges.
Service Role[s]:
R.A.T.E. Remote Accounting and Tax Expert
Future Opportunity:
T.R.A.M Tax Resolution Account Manager
Task & Responsibilities:
Client Engagement via email, crm and project management tools: THIS REQUIRES COMPETENT ENGLISH LANGUAGE WRITTEN SKILLS AS YOU ARE REPRESENTING CLIENT.
Clean Up/Catch Up/Reconstructive Bookkeeping
Tax Preparation Individual and Business
Policies:
>> Coordinate training with:
Remote Expert Solutions Operations Manager
Client Operations Manager
>> When you encounter challenges or ever have a question
Remote Expert Solutions Coach
Client Operations Manager
Client Main Contact
List of Tools / Software to be utilized (if any)
TaxDome
ClickUp
Proseries
Lacerte
Quickbooks
Microsoft 365
Main Key Performance Indicators
Daily Reports Start of Day/Midday/End of Day Reporting
85% Completion of Daily Task.
Job Type: Part-time
Pay: $16.00 - $18.00 per hour
Experience level:
1 year
Schedule:
Monday to Friday
Ability to commute/relocate:
Cherry Hill, NJ 08034: Reliably commute or planning to relocate before starting work (Required)
Experience:
tax preparation: 1 year (Required)
Work Location: Hybrid remote in Cherry Hill, NJ 08034