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Our client, operating in the tax and accounting space, is seeking a Virtual Assistant / Bookkeeper to take ownership of client communication, documentation, and workflow management within TaxDome. This role is critical as the owner splits focus between an established accounting firm and a new plumbing/HVAC franchise. The ideal candidate will act as a central liaison, ensuring client requests, documentation, and internal processes move efficiently and without delays.
The primary function of this role is to manage end-to-end client workflows within TaxDome, ensuring timely communication, accurate documentation, and seamless coordination between clients and internal team members.
Key Responsibilities
Proactively follow up with clients for missing documents and information via phone, email, and text
Serve as the main point of contact for client communication and updates
Coordinate with internal staff (bookkeepers, tax preparers) to gather required information
Maintain accurate, real-time records in TaxDome
Upload and organize client documents in ProConnect tax software
Assist with light bookkeeping tasks as needed (QuickBooks)
Document and maintain internal SOPs within TaxDome (tax prep, bookkeeping workflows, etc.)
Handle administrative tasks such as:
Sending completed tax returns to clients
Rescheduling meetings
Managing client status updates
Qualifications
2–5 years of experience in a Virtual Assistant, Bookkeeping, or Tax Support role
Hands-on experience with TaxDome (required)
Experience with ProConnect and QuickBooks
Strong client communication skills (written and verbal)
Highly organized with a process-driven mindset
Ability to manage multiple client workflows simultaneously
Comfortable working independently in a remote environment
Preferred Qualifications
Experience supporting tax preparation or accounting firms
Familiarity with U.S. tax workflows and documentation requirements
Experience creating or improving SOPs and internal processes
Detail-oriented with strong follow-through on client requests
Role Details
Full-time, remote position
Schedule: Monday–Friday, 9:00 AM – 5:00 PM EST
What This Role Offers
Opportunity to take ownership of a mission-critical function within the business
High-impact role working directly with the business owner
Exposure to both tax operations and broader business workflows
Stable, full-time position with clear responsibilities
Who This Role is Ideal For
Virtual Assistants who thrive in client-facing, process-driven roles
Bookkeepers with strong organizational and communication skills
Professionals experienced with TaxDome looking for ownership and autonomy
Early-career candidates (2–5 years) who are eager to grow and take initiative
