Executive Virtual Assistant (US-Based Accounting and Tax Solutions) at Pearl Talent | Torre
Executive Virtual Assistant (US-Based Accounting and Tax Solutions)
Report
Pearl Talent

Executive Virtual Assistant (US-Based Accounting and Tax Solutions)

Pearl Talent
Posted by
Nashely Orozco
star_border star_border star_border star_border star_border
star star star star star
(170) info
Emma
Emma
You will drive global talent solutions and streamline operations for Western companies.
Emma highlights
This highlight was written by Emma’s AI. Ask Emma to edit it.
Full-time

Legal agreement: Employment

Hidden
(SIGN IN to learn if it’s a match)
Job Admin(s) requested that this be hidden from the public.
location_on
Remote (for Colombia residents)
Remote (for Argentina residents)
Remote (for Mexico residents)
Remote (for Venezuela residents)
skeleton-gauges
You have opted out of job matches in .
To undo this, go to the 'Skills and Interests' section of your preferences.
Review preferences
Posted 6 months ago

Requirements and responsibilities

Key Responsibilities Client Intake & Communication (10%) - Schedule meetings and manage the calendar. - Handle client onboarding and follow-ups for missing documents. - Monitor the client portal and email for routine requests. - Work extensively with Canopy Software to manage client interactions and data. Workflow & Deadlines (40%) - Track tax return, accounting, and project deadlines. - Follow up with offshore staff (AcoBloom) to ensure tasks are completed on time. - Prepare and update weekly status reports to ensure nothing slips through the cracks. Operations & Administration (40%) - Maintain organized client files and firm records in cloud-based systems. - Coordinate signatures, DocuSign, and e-filing confirmations. - Prepare engagement letters and track renewals (e.g., annual advisory). Billing & Financial Admin (5%) - Draft invoices and track accounts receivable. - Order and manage office supplies. General Support (5%) - Act as the central communication point between offshore staff (AcoBloom) and the firm. - Keep projects moving efficiently, so leadership is only involved when technical expertise is required. Tools - Canopy Software, Microsoft Office (especially Excel), Slack, Outlook, DocuSign, cloud-based file management systems, invoicing software (with QuickBooks import), and client portal/email platforms. Requirements Must-Haves: - 5+ years of professional experience in executive support, administration, or a related field. - Fluency in English and Spanish (written and spoken). - Proficiency in Microsoft Office Suite, particularly Excel. - Hands-on experience with Slack and Outlook. - Familiarity with tax return processes and accounting support. - Strong background in organizing and maintaining digital files and firm records using cloud-based systems. - Experience coordinating signatures, managing DocuSign, and handling e-filing confirmations. - Proactive problem-solving ability — able to anticipate potential issues and resolve them independently. Nice-to-Haves: - Tech-savvy: Comfortable with various tech tools such as video conferencing (Zoom, Teams) and collaboration tools (Notion, ClickUp). - Experience with cross-cultural communication, especially when working with offshore teams. - Project management experience with tools like Asana, Trello, or Monday.com to streamline workflows and deadlines.

Indefinitely open

Optionally, you can add more information later (benefits, pre-screening questions, etc.)

Thank you

Thank you

check_circle

Payment confirmed

Torre Hunt

Torre Hunt

A member of the Torre team will contact you shortly

In the meantime, continue adding information to your job opening.