C1 ENGLISH LEVEL IS REQUIRED, THE SELECTED CANDIDATE WILL BE SPEAKING STRICTLY IN ENGLISH DURING THEIR WHOLE SHIFT.


" PLEASE SUBMIT YOUR RESUME AND AUDIO RECORDING IN ENGLISH"

Job Title

Virtual Assistant (Tax Planning Business)

Job ID

RONNIC

Industry

Tax Planning

Location

PH

Status

Part/Full Time

Work Schedule

PST 30-40 hours per week

Pay rate

$6-8/hour

Target Start

ASAP

About the Client: The client operates a tax planning business dedicated to helping individuals and businesses optimize their financial strategies through proactive tax solutions. With a strong focus on wealth preservation and efficiency, the client provides expert guidance tailored to each client's unique financial situation. Their commitment to precision and personalized service ensures clients maximize their financial potential while maintaining compliance.

About the Role: The client’s tax planning business is seeking a highly organized, data-oriented Virtual Assistant with excellent English communication skills. The ideal candidate will assist with administrative tasks, client communication, scheduling, and CRM management to ensure seamless business operations.

Responsibilities:

• Client Communication & Scheduling:
  • Join client calls and take detailed notes.
  • Manage follow-up tasks and ensure project completion.
  • Handle calendar management and scheduling for two planners.
  • Track client appointments (e.g., "call 1 of 4").
  • Send Zoom meeting links if the automated system fails.
  • Provide appointment reminders and follow-ups for client homework.
• Administrative & Data Management:
  • Perform CRM data entry and management (Maximizer CRM knowledge is trainable).
  • Manage Zoom account storage.
  • Proficiency in Word, Excel, and PowerPoint.
  • Oversee office supplies and travel arrangements.
  • Assist with social media posting (potential responsibility).

Qualifications & Skills:

• Strong organizational and data management skills.
• Excellent English communication skills (written and verbal).
• Ability to work independently with a results-driven approach.
• Tech-savvy with experience in CRM systems (Maximizer CRM a plus but not required).
• Proficiency in Microsoft Word, Excel, and PowerPoint.
• Comfortable with managing scheduling, follow-ups, and administrative coordination.
• Experience in client communication and taking detailed notes is preferred.

Technical Setup & Additional Information:

• Client will set up VOIP system (e.g., RingCentral) for call routing.
• Inside Out Hiring does not provide technical setup for calls (separate from receptionist services).