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TYPE OF WORK
Full Time
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SALARY
$500-$1000
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HOURS PER WEEK
40
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DATE UPDATED
Apr 9, 2026
Virtual Assistant – Operations & Client Success Manager
Full-Time | US Hours Required (10am–6pm or 11am–7pm EST) | Remote
About Alia’s Tax Prep
Alia’s Tax Prep is a fast-growing, faith-based tax and financial advisory firm serving entrepreneurs, business owners, and high-income individuals. We don’t just file taxes — we help clients save money, build wealth, and gain financial clarity. We are sales-oriented, execution-driven, and obsessed with client results. We move fast, we hold a high standard, and we operate with excellence.
We are looking for a high-level Virtual Assistant who will function as the Operations & Client Success Manager — the execution engine of the company and the CEO’s right hand.
This is not a basic admin role. This is for someone who thrives on responsibility, ownership, and making things happen.
Role Overview
This role is responsible for keeping Alia’s Tax Prep running smoothly on a daily basis. You will manage clients, projects, systems, marketing execution, and follow-up — ensuring nothing falls through the cracks and everything moves forward.
You will wear many hats: client manager, project manager, admin, marketing support, and sales support. If something needs to get done, you make sure it happens.
Key Responsibilities
Client & Operations Management
• Own all active client files from onboarding to completion
• Ensure tax, bookkeeping, and planning work is completed on time
• Follow up relentlessly for missing documents, signatures, and payments
• Communicate clearly and professionally with clients
• Maintain accurate records inside the CRM and internal systems
• Ensure every client feels supported, informed, and taken care of
Project & Workflow Management
• Track all projects and deadlines inside Monday and GoHighLevel
• Coordinate between internal tea
• Ensure nothing is late, forgotten, or dropped
• Identify bottlenecks and fix them
Marketing & Lead Support
• Post content on Instagram and TikTok
• Create social media graphics in Canva
• Build or update lead magnets, funnels, and automations
• Manage GoHighLevel workflows and follow-ups
• Help ensure marketing is consistent and effective
Sales & Revenue Support
• Follow up with leads
• Help book consultations
• Identify upsell opportunities (tax planning, bookkeeping, payroll, advisory)
• Support closing when needed
• Commission opportunities available if you help generate revenue
Who You Are
You are not passive. You are proactive.
You do not wait for instructions. You look for what needs to be done and do it.
• Extremely organized and detail-driven
• Excellent written and spoken English
• Strong communication and follow-up skills
• Confident speaking with clients
• Comfortable with sales and revenue conversations
• Calm under pressure and fast-paced environments
• Able to juggle multiple priorities
• Takes ownership and pride in execution
• Committed to excellence — not “good enough”
Required Skills & Tools
• GoHighLevel
• Canva
• Monday
• CRM and automation experience
• Strong copywriting and written communication
• Admin, operations, or marketing experience
Preferred Experience
• Tax, accounting, bookkeeping, or financial services
• Client-facing operations
• Sales or upsell experience
How Success Is Measured
• Projects are completed on time
• Clients are happy and informed
• Workflows are clean and organized
• Revenue increases from upsells and follow-ups
• The CEO’s time is protected
• Fewer mistakes, fewer fires, more
Perks
• Fully remote
• High growth and promotion potential
• Mission-driven company
• Commission opportunities
• Work directly with the CEO of a fast-growing firm
How to Apply
To apply, submit:
Your resume
Your portfolio or examples of past work
Examples of projects, client management, or systems you’ve built or managed
We are only considering candidates who can demonstrate strong execution, organization, and ownership.
