Operations & Bookkeeping Virtual Assistant

[This is a DIRECT hire]

We are looking for a highly organized, detail-oriented, and proactive Virtual Assistant to support a growing Property Tax Appeals firm. This role combines data management, document preparation, bookkeeping and administrative operations.

The ideal candidate is tech-savvy, comfortable working with large volumes of data, and able to identify ways to improve workflows using technology and AI tools. We value someone who takes initiative, asks questions when needed and consistently delivers accurate, high-quality work on time.

Key Responsibilities

• Data & Database Management | Handle high-volume data entry, organize records, work extensively with Excel, and manage databases using Microsoft Access or similar tools.
• Property Tax Appeal Support | Review, proofread, verify, finalize, and electronically file appeal evidence and supporting documents, ensuring accuracy and completeness.
• Administrative Support | Prepare mailers, maintain organized digital files and ensure records are accurate and up to date.
• Process Improvement | Develop and maintain Standard Operating Procedures (SOPs), identify workflow inefficiencies and recommend practical solutions.
• Technology | Explore AI tools and automation opportunities to streamline operations.
• Marketing | Social media management and content & campaigns ideas for online marketing.
• Bookkeeping | Maintain financial records, perform bookkeeping tasks and assist with reconciliations using QuickBooks.

Qualifications

• Extensive experience providing executive support across administrative operations, bookkeeping, and day-to-day business management.
• Experience in property tax, real estate, tax preparation, or legal/financial document processing is a PLUS.
• Strong proficiency in Microsoft Excel, including working with large datasets, formulas, sorting, filtering, and data validation.
• Hands-on experience with QuickBooks and bookkeeping tasks.
• Experience with Microsoft Access, database management, queries, or similar platforms.
• Exceptional attention to detail, proofreading skills, and commitment to accuracy.
• Strong organizational skills and the ability to manage multiple tasks and deadlines.
• Proactive, trustworthy, resourceful, and comfortable asking questions and communicating potential issues.
• Tech-savvy, quick to learn new systems, and interested in AI-powered tools and process automation.
• Social media marketing experience (content creation & management) is a huge PLUS.

Work Schedule

• Monday–Friday, full-time remote position.
• Must be available for at least 2–3 hours of overlap with the client's working hours (Central Time).

What Success Looks Like
You consistently deliver accurate work, meet deadlines, keep records organized, anticipate what needs to be done, and help the firm operate more efficiently. You are someone the client can trust to manage recurring responsibilities independently while communicating proactively when clarification or support is needed.

Kindly complete the form below so we can process your application.

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**IMPORTANT STEP: WE WILL NOT ENTERTAIN CANDIDATES WITHOUT THE COMPLETED APPLICATION FORM.