Part Time
$4-$5
25
Jul 25, 2026
# Virtual Assistant – Tax & Debt Settlement Operations (Part-Time)
We are looking for a highly organized and detail-oriented Virtual Assistant – Tax & Debt Settlement Operations to join our growing team. This is a 100% remote opportunity for someone who thrives in a structured environment, enjoys administrative work, and has hands-on experience supporting tax, debt settlement, financial services, or similar operations.
This role follows a fixed 25-hour work schedule in the EST (U.S. Eastern Time) timezone. Applicants must be available to work the assigned EST schedule and be committed to maintaining consistent attendance.
As our Virtual Assistant, you will be responsible for managing client records through a CRM, reviewing documents for completeness and accuracy, identifying missing requirements, following up with clients regarding outstanding documentation, updating case notes, organizing digital files, and providing administrative support throughout the entire client lifecycle. You will also work closely with our intake team, coordinate document collection, maintain professional communication through phone,
To be considered for this position, you must have previous experience working as a Virtual Assistant, Administrative Assistant, or Operations Assistant with direct experience in tax preparation, tax resolution, debt settlement, financial services, legal document processing, or case management. This experience is mandatory, and applicants without relevant experience will not be considered.
The ideal candidate has excellent written and verbal English communication skills, exceptional attention to detail, strong organizational and time management abilities, and can work independently with minimal supervision. Proficiency in Microsoft Office, Google Workspace, and CRM systems is required, along with the ability to quickly learn new processes and workflows.
Experience handling confidential financial documentation, supporting debt settlement operations, tax-related services, customer case management, or legal documentation is highly preferred. Familiarity with activity monitoring software, VoIP systems, and virtual desktop environments is an advantage.
This is a part-time position consisting of a fixed 25-hour work week in the EST timezone. Applicants must have a reliable high-speed internet connection and a quiet, professional home office environment.
How to Apply
To be considered for this opportunity, please submit your updated CV/Resume, an introduction video explaining your experience and how it directly relates to this role, and your active WhatsApp number.
This is an urgent role to fill, and all communication will be conducted through WhatsApp. Please make sure your WhatsApp number is active and regularly check your messages after submitting your application.