Tax Office Virtual Assistant (US Hours)

We are seeking a reliable, detail-oriented, and fluent English-speaking Virtual Assistant & Client Intake Specialist to join our US-based tax practice. In this role, you will be the first point of contact for our tax clients, guiding them through our intake process, answering inbound office phone calls, and inputting client data into our professional tax software.

Key Responsibilities
Inbound Phone Support: Answer office phone calls live, address basic inquiries, and maintain a friendly, professional tone.

Client Intake Guidance: Walk clients step-by-step through filling out required intake forms and ensuring all necessary tax documents are gathered.

Data Entry: Accurately input client information from completed intake forms directly into our tax software to prepare files for processing.

Administrative Support: Keep client records organized and follow up on missing forms or documents as needed.

Working Hours & Schedule
Hours: Monday to Friday, 12:00 PM – 7:00 PM CST (Houston, TX local time)

Philippine Time: 1:00 AM – 8:00 AM PHT (Next Day)

Requirements
Communication: Excellent verbal and written English communication skills (neutral accent preferred for handling phone calls).

Technical Setup: High-speed, reliable internet connection, a quiet background environment for phone calls, and a functional headset/phone.

Attention to Detail: High accuracy in data entry and handling sensitive client information.

Tech-Savvy: Fast learner comfortable navigating web-based tax software and phone systems (training on specific software will be provided).

Prior Experience: Experience with US tax intake, bookkeeping, or administrative virtual assistance is a strong plus, but not strictly required for the right candidate.