Tax Office Executive Virtual Assistant

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: TYPE OF WORK

Part Time

: SALARY

$5-$7

: HOURS PER WEEK

30

: DATE UPDATED

Aug 21, 2026

JOB OVERVIEW

Royal Financial Consulting LLC is looking for a dependable, organized, and professional Executive Virtual Assistant to support our growing tax preparation and tax software business.

This person will work closely with the owner and serve as a remote secretary and administrative coordinator. This is a part-time position with the opportunity for additional hours during tax season.

Responsibilities:

• Answer and respond to business calls, text messages, emails, and client inquiries
• Schedule, confirm, and reschedule client appointments
• Send appointment reminders and document checklists
• Follow up with clients regarding missing information
• Perform accurate data entry and update client records
• Organize calendars, daily tasks, spreadsheets, and digital files
• Enter and manage leads in our CRM
• Assist with Jotform, GoHighLevel, Zoom, Google Workspace, WhatsApp, and other business systems
• Follow up with previous clients and prospective clients using approved scripts
• Schedule social media posts and assist with marketing campaigns
• Create basic professional flyers and social media designs in Canva
• Help organize tax training videos, handouts, and other training materials
• Schedule Zoom training sessions and send reminders to tax preparers
• Track preparer onboarding and training completion
• Complete other administrative tasks assigned by the owner

Qualifications:

• Strong written and spoken English
• Professional and friendly telephone communication
• Excellent organization and attention to detail
• Reliable internet connection, dependable computer, and private workspace
• Experience with customer service, scheduling, data entry, or administrative support
• Experience using Canva and social media platforms
• Ability to learn new software and follow written procedures
• Must be trustworthy and able to protect confidential information
• Must be available during Eastern Time business hours
• Previous experience working with a tax, accounting, financial, legal, insurance, or healthcare business is preferred but not required

Important security requirements:

This position may involve access to confidential client information. The selected assistant must complete privacy and data-security training, sign a confidentiality agreement, use multifactor authentication, and follow all company security procedures. Client information may not be downloaded, printed, copied, shared, or stored on personal devices without written authorization.

The assistant will not provide tax advice, determine filing status, calculate refunds, change client banking information, or submit tax returns. All tax-related questions must be referred to the owner or an authorized tax professional.

How to apply:

Please submit:

1. Your résumé
2. A short voice recording introducing yourself and describing your experience
3. Your available Eastern Time working hours
4. Your desired hourly rate
5. Examples of Canva or social media work, if available
6. A screenshot of your internet speed
7. Two professional references

Begin your application with the words “ROYAL VA” so we know you read the complete job description.

Qualified applicants will complete a short paid skills assessment using fictional client information. The position will begin with a paid trial period before access to confidential business systems is provided.

SKILL REQUIREMENT

Social Media Management Customer Service Administrative Support

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Tax Office Executive Virtual Assistant

Please login or register as jobseeker to apply for this job.

TYPE OF WORK

SALARY

HOURS PER WEEK

DATE UPDATED

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