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.

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

Emma

Responsibilities

Skills wanted:

Language(s) required:

Nashely Orozco

Nashely Orozco

About Pearl Talent:

mission:

www.pearltalent.com/

Admin access needed