Full-Time VA (Tax Preparation & Receptionist)

Salary: PHP 20,000 - PHP 30,000/month (Starting) with potential for raises based on performance and business growth.
Work Schedule: Full-Time (40 hours/week), 9 AM - 6 PM EST, including some weekends
Probationary Period: 30 days (performance evaluation after this period)

About the Role:
We are a growing tax preparation business based in Tampa, FL, and we’re looking for a high-quality, experienced full-time Virtual Assistant. The ideal candidate will be responsible for tax preparation, mortgage processing, and receptionist duties. As the first point of contact for our clients, you will need to maintain a professional and friendly voice while handling important tasks like tax filing and mortgage documentation.

This is an important role for our business, and we’re seeking someone who can deliver excellent results, be reliable, and grow with us. If you are looking for an opportunity to make a meaningful impact in a growing business, this role is for you.

Responsibilities:
Phone Support & Receptionist Duties:
Answer client calls promptly with a clear, friendly, and professional voice.
Schedule appointments, take messages, and provide basic information on tax prep and mortgage processing.

Tax Preparation:
Organize and review tax documents and assist with basic tax returns.
Follow up with clients for missing information and ensure timely document submission.

Mortgage Processing:
Collect and organize mortgage application documents.
Track the mortgage application process and ensure clients provide all required information.

Requirements:
Experience: Some experience with tax preparation is preferred but not required
Communication Skills: Excellent verbal communication skills with a clear, friendly, and professional phone voice.
Technology:
High-speed internet connection with backup internet in case of outages (please submit pictures of your setup).
Dual monitors for efficient multitasking.
Work Hours: Available to work Eastern Standard Time (EST) hours, including some weekends.

How to Apply:

Send an email to Upgrade to see actual info with the subject line: "[Your Name] - Tax Prep Receptionist VA Application."
Attach your resume (PDF format preferred).
Please submit your resume, a video cover letter (2-3 minutes max) answering the following questions:
Why are you interested in this role?
What experience do you have with tax prep, and phone support?
How do you manage your time and prioritize tasks?
Additionally, please answer the following test question:
Imagine you have a client who has submitted their tax documents, but some are missing or incomplete. How would you contact the client to request the missing documents for both tax prep and mortgage processing?
Internet Setup: Please provide pictures of your internet setup, including any backup options (e.g., mobile hotspot) to ensure reliability.
Submit your video using Loom, Google Meet, or any similar platform.

Why Join Us?
Full-time role with competitive pay of PHP 20,000 - PHP 30,000/month (starting), with the potential for raises based on performance.
Work remotely with the flexibility to grow professionally.
As we expand, there will be opportunities for bonuses and additional responsibilities.
Gain experience in tax preparation and mortgage processing while making a real impact at a growing business.
Probationary period of 30 days to assess fit, with the potential for permanent employment after successful completion.