Virtual Assistant/Bookkeeper - 19780

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.

• →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

• 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

• 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

• Full-time, remote position
• Schedule: Monday–Friday, 9:00 AM – 5:00 PM EST

• 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

• 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