Tax & Credit Operations VA | Tax Prep Industry Experience Required

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: TYPE OF WORK

Any

: SALARY

N/A

: HOURS PER WEEK

TBD

: DATE UPDATED

Oct 2, 2026

JOB OVERVIEW

I’m hiring a highly capable VA with actual experience in the U.S. tax preparation and/or credit repair industry.
This is NOT a beginner VA position.
My company provides tax preparation, tax professional training, credit services and business formation. I need someone who already understands the language, client flow and urgency of this industry.
Main responsibilities:
- Tax client follow-up and document tracking
- Intake and onboarding support
- CRM updates and pipeline management
- Credit repair client tracking
- Dispute-round and document follow-up
- Monitoring client tasks and missing items
- SMS/email follow-up
- Helping keep preparers and clients organized
- Supporting tax-season operations
- Basic reporting and quality checks
Preferred experience:
- U.S. tax preparation office
- TaxSlayer or similar tax software
- Credit repair company
- Credit monitoring platforms
- GoHighLevel or another CRM
- Client onboarding and follow-up
- Google Workspace
- AI tools
You must be:
- Detail-oriented
- Fast
- Reliable
- Comfortable with sensitive client information
- Strong in written English
- Able to work independently
- Available for U.S. Central Time overlap
To apply, start your message with: TAX + CREDIT
Then answer:
1. Have you worked for a U.S. tax company? What did you do?
2. What tax software have you used?
3. Have you worked in credit repair? Explain your role.
4. What CRM systems have you used?
5. Have you handled client documents and follow-up?
6. What U.S. Central Time hours can you work?
7. Desired monthly salary in USD?
8. Send a 2-minute Loom introduction

SKILL REQUIREMENT

CRM Credit Repair Tax Preparation

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Tax & Credit Operations VA | Tax Prep Industry Experience Required

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

TYPE OF WORK

SALARY

HOURS PER WEEK

DATE UPDATED

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