Part-Time Virtual Assistant — U.S. Tax Prep + Expense Organization

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

TYPE OF WORK

Part Time

SALARY

$7.50 USD per Hour

HOURS PER WEEK

15

DATE UPDATED

Nov 29, 2025

JOB OVERVIEW

Location: Remote
Hours: Contract 15 hours/week
Start Date: ASAP
Compensation: $7.50/hr (negotiable)

About the Role
I’m looking for a highly organized, detail-oriented VA with proven experience in tax preparation for U.S. based companies/individuals. This role is focused on helping me get caught up on past-year taxes from self-employment work. Your primary responsibility will be organizing expenses, preparing documentation, and ensuring everything is ready for filing. You will either prepare the full return (if qualified) or package the work for a local CPA.
This role requires accuracy, accountability, and strong communication. If you have handled U.S. clients with Schedule C filings or small business bookkeeping, you’ll be a strong fit.
Salary is negotiable based on skills/experience.

Responsibilities
Tax Prep & Documentation
Organize and categorize work-related expenses from multiple sources
Prepare documentation required for filing past-year Schedule C tax returns
Assist in gathering missing records and identifying gaps
Prepare summaries, spreadsheets, and audit-ready documentation
Support filing process (or prep for CPA filing)
Financial Organization
Reconcile expenses
Organize receipts, mileage, and cost-of-goods/service expenses
Prepare year-by-year financial overviews
Communication & Coordination
Ask clear, precise questions during data gathering
Provide updates on progress and timelines
Possibly coordinate with a U.S.-based CPA (negotiable)
Systems & Tools
Manage and organize QuickBooks Online data

Non-Negotiable Requirements
Highly organized and efficient
Strong communication skills
Proven experience in U.S. tax preparation (not just W-2s)
Experience preparing Schedule C returns
Experience supporting self-employed or small business clients
Ability to prepare clean documentation for CPA review
QuickBooks Online proficiency
QBO Certification or QuickBooks ProAdvisor is a strong plus

Preferred Skills
Experience preparing financials for service-based businesses
Familiarity with common contractor/transportation-type expenses
Ability to work with minimal supervision
Strong analytical and problem-solving skills
Experience catching up prior-year books

Who This Role Is NOT For
VAs with only W-2 tax filing experience
Anyone who struggles with communication or needs constant follow-up
Bookkeepers who are not familiar with tax requirements
Anyone who cannot demonstrate real-world experience preparing Schedule C documentation

How to Apply
Please send the following (applications missing any item will not be considered):
Your résumé
A short video or audio introduction (1–2 minutes)
A summary of your U.S. tax preparation experience, including:
Number of Schedule C clients handled
Years of experience
Software/tools you used
A brief description of a past project where you organized expenses for a client
Your hourly rate and availability

VIEW OTHER JOB POSTS FROM:
SHARE THIS POST
facebook linkedin
  BENCHMARKS  
Loading Time: Base Classes  0.0011
Controller Execution Time ( Jobseekers / Job )  0.0502
Total Execution Time  0.0521
  GET DATA  
No GET data exists
  MEMORY USAGE  
1,528,312 bytes
  POST DATA  
No POST data exists
  URI STRING  
jobseekers/job/Part-Time-Virtual-Assistant-US-Tax-Prep-Expense-Organization-1524079
  CLASS/METHOD  
jobseekers/job
  DATABASE:  onlinejobs (Jobseekers:$db)   QUERIES: 13 (0.0423 seconds)  (Hide)
0.0004   SELECT *
                                
FROM exrates
                                WHERE rate_name 
'USD-PHP' 
0.0004   SELECT *
FROM `employer_jobs`
WHERE `job_id` = 1524079
 LIMIT 1 
0.0010   SELECT *
FROM `employers`
WHERE `employer_id` = 396743
 LIMIT 1 
0.0007   SELECT COUNT(*) AS `numrows`
FROM `t_thread` `t`
LEFT JOIN `t_thread_misc` `miscON `t`.`id` = `misc`.`thread_id`
WHERE `t`.`job_id` = 1524079
AND `misc`.`idIS NULL 
0.0004   SELECT e.business_namee.logoe.websitee.rebill_datee.date_added member_datehitsDATEDIFF('2026-04-19',ej.date_added) duration_daysDATEDIFF('2026-04-19',e.rebill_date) duration_rebillej.*, e.deactivate FROM employers eemployer_jobs ej WHERE e.employer_id ej.employer_id AND
                                   ((
e.user_level >= '500' AND ej.date_added <= e.rebill_date)
                                   OR 
e.employer_id '' OR (ej.date_approved <> '2000-01-01' and DATEDIFF('2026-04-19',ej.date_added) <= 14 ))
                                   AND 
e.deactivate != AND ej.deleted AND job_id '1524079' 
0.0003   SELECT *
FROM `employer_jobs_skills` `ejs`
LEFT JOIN `skills_categories` `scON `ejs`.`skill_id` = `sc`.`id`
WHERE `job_id` = 1524079 
0.0018   UPDATE employer_jobs SET hit_counts '***Nov-29-2025=111***Nov-30-2025=471***Dec-01-2025=123***Dec-02-2025=47***Dec-03-2025=33***Dec-04-2025=39***Dec-05-2025=14***Dec-06-2025=17***Dec-07-2025=13***Dec-08-2025=29***Dec-09-2025=12***Dec-10-2025=22***Dec-11-2025=9***Dec-12-2025=10***Dec-13-2025=4***Dec-14-2025=7***Dec-15-2025=12***Dec-16-2025=5***Dec-17-2025=3***Dec-18-2025=4***Dec-19-2025=2***Dec-20-2025=5***Dec-21-2025=5***Dec-22-2025=6***Dec-23-2025=14***Dec-24-2025=3***Dec-25-2025=1***Dec-26-2025=2***Dec-27-2025=4***Dec-29-2025=18***Dec-30-2025=20***Dec-31-2025=3***Jan-01-2026=1***Jan-02-2026=4***Jan-03-2026=1***Jan-04-2026=3***Jan-05-2026=1***Jan-06-2026=4***Jan-07-2026=2***Jan-09-2026=2***Jan-11-2026=1***Jan-12-2026=3***Jan-13-2026=1***Jan-14-2026=2***Jan-15-2026=2***Jan-16-2026=3***Jan-17-2026=1***Jan-18-2026=3***Jan-19-2026=2***Jan-20-2026=2***Jan-21-2026=2***Jan-22-2026=2***Jan-23-2026=1***Jan-24-2026=1***Jan-25-2026=1***Jan-27-2026=5***Jan-28-2026=1***Jan-29-2026=1***Jan-30-2026=2***Jan-31-2026=1***Feb-01-2026=4***Feb-02-2026=1***Feb-03-2026=1***Feb-04-2026=1***Feb-06-2026=1***Feb-07-2026=1***Feb-08-2026=2***Feb-10-2026=1***Feb-11-2026=4***Feb-13-2026=3***Feb-14-2026=2***Feb-15-2026=2***Feb-16-2026=2***Feb-17-2026=4***Feb-18-2026=1***Feb-20-2026=2***Feb-22-2026=2***Feb-23-2026=3***Feb-24-2026=1***Feb-25-2026=2***Feb-26-2026=3***Feb-27-2026=3***Feb-28-2026=1***Mar-01-2026=1***Mar-02-2026=1***Mar-04-2026=1***Mar-05-2026=1***Mar-06-2026=1***Mar-10-2026=1***Mar-11-2026=2***Mar-13-2026=2***Mar-14-2026=1***Mar-15-2026=1***Mar-16-2026=1***Mar-19-2026=2***Mar-20-2026=1***Mar-22-2026=1***Mar-23-2026=1***Mar-24-2026=1***Mar-26-2026=4***Mar-28-2026=1***Mar-30-2026=1***Apr-01-2026=1***Apr-04-2026=3***Apr-05-2026=1***Apr-06-2026=2***Apr-10-2026=1***Apr-14-2026=1***Apr-15-2026=1***Apr-17-2026=1***Apr-19-2026=1' WHERE job_id'1524079'  
0.0006   UPDATE employer_jobs SET monthly_hits '***Nov-2025=582***Dec-2025=486***Jan-2026=55***Feb-2026=47***Mar-2026=25***Apr-2026=12' WHERE job_id'1524079'  
0.0009   SELECT date_sent FROM jobseeker_sent_emails WHERE jobseeker_id '' AND job_id '1524079' AND status LIKE 'sent%' ORDER BY id DESC  
0.0003   SELECT *
FROM `employer_jobs_skills` `ejs`
LEFT JOIN `skills_categories` `scON `ejs`.`skill_id` = `sc`.`id`
WHERE `job_id` = 1524079 
0.0349   SELECT COUNT(*) AS `numrows`
FROM `employer_jobs`
WHERE `employer_id` = '396743'
AND `date_added` >= '2022-06-08' 
0.0004   select from teasers 
0.0002   SELECT FROM skill_categories WHERE skill_cat_id='' 
  HTTP HEADERS  (Show)
  SESSION DATA  (Show)
  CONFIG VARIABLES  (Show)