Virtual Assistant – Remote, United States | Agorist Tax Advice, PLLC

Company Overview:

Agorist Tax Advice, PLLC offers specialized tax advisory and professional financial services, dedicated to maintaining rigorous organizational workflows, secure client communications, and exceptional operational support. Hiring managed by Great Assistant.

Job Description:

The Virtual Assistant will provide comprehensive administrative and operational support to the business owner, managing client communications, document processing via TaxDome, CRM upkeep, and financial workflows remotely.

🔹 Key Responsibilities:

• Enter and process client documents using TaxDome.
• Maintain accurate CRM records, client files, and workflows.
• Follow up with clients to obtain outstanding information and documentation.
• Keep TaxDome organized using established processes and checklists.
• Prepare and organize information for the business owner.
• Handle standard client communications, meeting reminders, and follow-up messages.
• Support administrative aspects of the sales process.

🔹 Requirements:

• Highly trustworthy with excellent judgment and professionalism.
• Strong organizational and administrative skills.
• Exceptional attention to detail and accuracy.
• Ability to work independently with minimal supervision.
• Strong communication and follow-through skills.

What We Offer:

• Competitive hourly rate of USD $30/hour.
• 401(k) retirement plan with employer matching, Paid Time Off (PTO), Paid Sick Leave, and Paid Holidays.
• Flexible working hours with opportunities to transition into a full-time role.