Virtual Assistant for Boutique Bookkeeping & Tax Firm (Part-Time with Growth Opportunity)

Job Type: Part-Time (10–20 hours/week to start) Location: Remote (U.S.-based only) Compensation: $20-$30/hour, based on experience About Us We’re a boutique bookkeeping and tax strategy firm that helps small business owners simplify their finances and save money through proactive support. As our client base grows, we’re looking for a trustworthy, detail-oriented Virtual Assistant to join our team. This role is ideal for someone who thrives behind the scenes, loves structure and organization, and is open to learning about bookkeeping and tax processes over time. Key Responsibilities Maintain and update our client management system (emails, notes, task assignments, document organization) Assist with scheduling and calendar management for client calls and internal deadlines Help prepare and send monthly deliverables (such as reports, summaries, task reminders) Ensure all processes follow IRS Circular 230 standards for confidentiality and client data protection Communicate clearly and professionally with both team members and clients Support the founder with various administrative and light operational tasks Required Skills & Qualities Must be a U.S. resident with authorization to work in the United States Strong attention to detail and discretion Familiarity with (or willingness to learn) IRS confidentiality standards and PII protections Excellent organizational skills and comfort with tech systems (CRMs, task managers, cloud drives) Clear written and verbal communication Proactive and self-managed Willingness to grow into bookkeeping and/or tax-related tasks over time Great If You Have Experience With: Bookkeeping or tax preparation Client management tools (e.g., Notion, ClickUp, Karbon, Dubsado, etc.) Secure file handling and email management U.S.-based small business operations Why Work With Us? You’ll be joining a mission-driven, detail-loving business that values integrity, client trust, and clear systems. This is a long-term opportunity for the right person, with the potential to grow into a higher-level role if you're interested in bookkeeping, tax support, or business operations. To Apply: Please submit: A short note introducing yourself and why this role interests you Your resume or a summary of relevant experience Any questions you have for us Apply tot his job