Tax Preparation Administrator | CRM & AI Automation Specialist | Executive Virtu

Overview

Looking for full-time work (8 hours/day)

at $18.16/hour ($3,520.00/month)

Bachelors degree

Last Active

May 29th, 2026 (8 days ago)

Member Since

November 4th, 2020

Profile Description

Hi, I’m Ina Mediana, a highly organized and detail-oriented Tax Preparation Administrator, CRM & Automation Specialist, and Executive Virtual Assistant with hands-on experience supporting U.S.-based tax firms, business owners, and financial professionals.

I specialize in:

* Tax Preparation Support & Administration – client intake, document management, IRS e-file compliance, tax return coordination, bookkeeping support, and tax software proficiency (TaxSlayer, CrossLink, OLT, Tax Mavericks).

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CRM, Automation & AI Systems – GoHighLevel (GHL), Zapier, Calendly, workflows, funnels, SOPs, lead pipelines, and AI-assisted systems using Claude AI & Lovable for automation, SaaS workflows, and business process optimization.
* Executive & Admin Support – calendar/email management, client communication, payroll coordination, reporting, and operations support.

*
Lead Generation & Customer Support – LinkedIn Sales Navigator, prospect qualification, email/text handling, and customer support for U.S. & Canada-based businesses.

Tools I use daily: GoHighLevel, Claude AI, Lovable, Zapier, TaxDome, Calendly, ClickUp, Trello, QuickBooks, Microsoft Office, Google Workspace, and tax software platforms.

I help businesses streamline operations, automate workflows, reduce errors, and save time so they can focus on growth. If you need someone reliable who can handle Tax Admin + CRM Automation + Executive Support, I’d love to be part of your team.

This version is short enough for OnlineJobs.ph, more 2026-updated, and positions you as a high-value VA with AI + automation skills.