Virtual Office Manager

Job Title: Virtual Office Manager (Tax and Accounting Practice)

Location: Remote

Job Type: Part-time (Flexible)

Experience Required: Minimum 1 year in a tax and accounting practice

We are seeking an experienced Virtual Office Manager with a strong background in tax and accounting to join our team. The ideal candidate will be responsible for managing day-to-day administrative operations, ensuring seamless communication, and supporting a dynamic tax and accounting practice. This is a fully remote position, requiring excellent organizational skills, attention to detail, and the ability to multitask in a fast-paced environment.

• Office Administration:
• Oversee daily administrative tasks, including managing calendars, scheduling meetings, and ensuring the smooth running of the virtual office.
• Manage client correspondence via email, phone, and virtual meetings, ensuring timely and professional communication.
• Coordinate and maintain electronic filing systems for tax documents, financial reports, and client records.
• Track deadlines and assist in the preparation and submission of tax filings and reports.
• Client Management:
• Serve as the primary point of contact for client inquiries and requests, providing exceptional customer service.
• Assist with onboarding new clients, including gathering necessary documentation, setting up accounts, and organizing client profiles.
• Maintain confidentiality and security of all client data in accordance with best practices and regulatory standards.
• Operational Support:
• Support the accounting team with day-to-day operational tasks, including managing workflows, monitoring project timelines, and ensuring compliance with deadlines.
• Collaborate with the tax and accounting staff to streamline office procedures and improve efficiency.
• Assist with invoicing, payment processing, and tracking accounts receivable/payable.
• Technology and Tools:
• Utilize accounting and tax software to support the team in managing client accounts.
• Use project management tools to track work progress, assignments, and deliverables.
• Stay updated on new software tools and digital systems to enhance office productivity and automation.

• Accounting Software:
• QuickBooks Online
• QuickBooks Desktop
• Tax Software:
• ProSeries Professional
• Document Management:
• Google Workspace (Docs, Sheets, Drive)
• Dropbox
• Project Management:
• Asana
• Communication Tools:
• Zoom
• Loom
• Slack
• Client Portals:
• Soraban
  

• Minimum 1 year of experience in a tax and accounting practice, with a strong understanding of tax procedures, compliance, and accounting principles.
• Proven experience in virtual office management and remote team coordination.
• Proficiency in accounting software, tax software, and project management tools.
• Strong organizational skills, with the ability to prioritize tasks, manage multiple projects, and meet deadlines.
• Excellent communication skills, both written and verbal, with a professional demeanor.
• Attention to detail and accuracy in managing financial data and client records.
• Ability to work independently and collaborate with a remote team.
• Strong understanding of data privacy and confidentiality protocols.
• Familiarity with cloud-based document management systems.
  

• High School Diploma
• Associate’s degree in Accounting, Finance, Business Administration, or a related field (preferred, not required).

• Competitive salary (commensurate with experience).
• Flexible working hours.
• Opportunity to work with a professional and experienced tax and accounting team.
• Growth and development opportunities within the company.

To Apply:

Please submit your resume, cover letter, and references. We look forward to finding a proactive and dedicated Virtual Office Manager to support our growing practice!