RemoteVA PH is looking for a Female Bookkeeper with US Tax Filing Expertise. The ideal candidate will be responsible for managing client accounts, providing exceptional customer service, and handling various bookkeeping and tax-related tasks with empathy and attention to detail.
What You'll Do
- Provide exceptional customer service by responding to client inquiries via email, phone, and chat.
- Manage client accounts through file management systems, ensuring all documents are organized for tax filings.
- Assist clients in gathering necessary documents for tax preparation, bookkeeping, and other financial needs.
- Schedule and coordinate client meetings, including quarterly reviews, tax planning, and general consultations.
- Monitor the tax preparation pipeline and ensure clients submit required documents in a timely manner.
- Handle basic bookkeeping tasks, such as requesting access to financial systems, preparing journal entries, and assisting with 1099 management.
- Manage communications for tax projections, extensions, and the filing of returns.
- Support tax preparers by resolving client questions, monitoring notes, and ensuring all preparation stages are completed smoothly.
What We're Looking For
- Proven experience in bookkeeping and US tax filing.
- Strong ability to connect with clients, understand their needs, and provide exceptional customer service.
- Excellent verbal and written communication skills.
- Proficiency in using accounting software and file management systems.
- Strong organizational and time management skills.
- Attention to detail and accuracy in financial record-keeping.
- Ability to work independently and manage multiple tasks efficiently.
- High school diploma or equivalent.
Nice to Have
- A degree in Accounting, Finance, or a related field is a plus.
Technical Stack
- Accounting software
- File management systems
Work Mode
This is a fully remote position.
