U.S. Tax Support & Personal Support

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TYPE OF WORK

Part Time

SALARY

360

HOURS PER WEEK

10

DATE UPDATED

Jul 12, 2026

JOB OVERVIEW

Virtual Executive Assistant – U.S. Tax, Operations & Personal Support (10+ hrs/week)
Long-Term | Remote | Flexible Hours | Opportunity to Grow Into Full-Time
***Important Note: This role requires high-quality, human-standard work. No “AI slop,” auto-generated templates, or generic outputs.***

About the Role
I am seeking a highly reliable and detail-oriented Virtual Executive Assistant to support a growing U.S.-based tax and accounting firm. This position requires genuine human judgment, clear communication, and thoughtful execution—not automated or copy-pasted responses.

You will work directly with the owner, who operates the firm during evenings and weekends while maintaining a full-time job. The firm is boutique and specialized, which means accuracy, professionalism, and discretion are essential. This role may grow into a full-time position as the firm expands. We primarily provide tax guidance to Airbnb hosts, but have a handful of other small business clients.

Key Responsibilities

1. Tax & Accounting Administrative Support
- Assist with U.S. federal and state tax preparation workflows.
- Maintain calendars for all weekly, monthly, quarterly, and annual filing obligations.
- Set up new clients in our CRM, billing systems, QuickBooks, and document management platforms.
- Handle billing, invoicing, and payment follow-ups.
- Maintain QuickBooks to firm standards (accurate categorization, reconciliations, vendor/client updates).
- Assist with financial analysis for rental properties/Airbnbs.
- Work must be precise and manually reviewed—no AI auto-generated forms or tax outputs.

2. Email & Task Management
- Manually review and filter the owner’s email daily.
- Identify tasks, draft clear and personalized responses, and maintain an organized task list.
- No automated or AI-generated email replies—each message should be personalized and situationally aware.
- Support digital organization and document structuring.

3. Client Communication
- Communicate professionally and personally with clients regarding documentation, scheduling, and follow-up needs.
- Use judgment and situational awareness; no template-sounding messages or AI-influenced tone.
- Represent the firm with a warm, human, trustworthy presence.

4. Marketing & Content Support
- Assist with simple monthly blog posts, flyers, print materials, and light content editing.
- Help coordinate with the company’s website developer.
- Maintain inbound inquiry inboxes.
- Content should be original, thoughtful, and aligned with the firm’s voice—no AI-generated marketing fluff.

5. Personal Support
- Handle personal travel bookings, reservations, and scheduling.
- Maintain the owner’s personal Quicken budgeting.
- Support a private project requiring discretion.
- Assist with personal to-do lists and general life management.
- All work must reflect careful thinking and sound judgment.

6. Process Building (When Hours Are Available)
- Create SOPs, templates, checklists, and internal documentation based on real workflows.
- Build systems with clarity and logic—not AI auto-written filler or generic boilerplate.

Qualifications
- Experience with U.S. tax preparation or tax admin REQUIRED.
- Expertise in QuickBooks; familiarity with Quicken preferred.
- Excellent written and verbal English; ability to write naturally without “AI tone.”
- Strong organizational skills and an independent, detail-oriented work style.
- High integrity and ability to maintain strict confidentiality.
- Experience supporting small businesses or accounting firms is ideal.
- Experience with Canva or Google Workspace is beneficial.

Workload & Hours
- Approximately 10 hours per week.
- Flexible around evenings and weekends.
- Potential to grow into a full-time role with expanded duties.

Compensation
- Competitive hourly rate depending on experience.
- Weekly payments.
- Long-term partnership preferred.

Personality & Work Style
Looking for someone who:
- Produces real, thoughtful work (NO AI-generated slop).
- Writes clearly, concisely, and naturally.
- Is proactive, dependable, and self-directed.
- Has excellent judgment and care for detail.
- Is loyal, discreet, and genuinely invested in helping the business grow.

How to Apply
Please include:
1. A brief introduction—written by you, not AI.
2. Real examples of work related to U.S. tax admin, QuickBooks, or client communication.
3. Your weekly availability.
4. Your ideal hourly rate.

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