Executive Assistant, U.S. Accounting Firm

VirtueStaff

. Manage the firm owner's calendar, appointment scheduling, meeting reminders, and tax season deadlines.

Posted 11/10/2026contractRemote • Philippines, Panama, Mexico, ColombiaMid-LevelSenior💰 $12,000 - $18,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong organizational skills and attention to detail in managing client communications, financial documentation, and deadlines within an accounting or tax advisory environment. Proficient in using accounting practice management software to streamline workflows and ensure compliance with data privacy standards.

Highest-signal resume keywords

Administrative Experience In Accounting FirmProficiency With TaxDome, Canopy, Or KarbonHigh-Level Organizational SkillsExperience Tracking Tax And Payroll DeliverablesProfessional Communication Capabilities

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Calendar ManagementAppointment SchedulingClient Correspondence DraftingFinancial Documentation OrganizationEngagement Letter PreparationBilling Workflows AssistanceAccounts Receivable TrackingSOP DocumentationDeadline Tracking

Soft Skills

Attention To DetailAbility To Manage Multiple DeadlinesProfessional Verbal CommunicationProfessional Written CommunicationVideo Communication Capabilities

Tools & Technologies

Practice Management SoftwareCloud Document Storage Platforms

Industry Keywords

CPA PracticeTax Advisory BusinessData PrivacyConfidentialitySensitive Financial Records

Tech Stack

Tools & technologies

Cloud

About the role

Key responsibilities & impact

Manage the firm owner's calendar, appointment scheduling, meeting reminders, and tax season deadlines.
Monitor incoming email communications, prioritize urgent items, and draft routine client correspondence.
Schedule client consultations, tax review sessions, onboarding workflows, and offboarding procedures.
Collect, organize, and track client financial documentation, proactively following up on missing items or signatures.
Upload, maintain, and structure digital client records inside practice management and cloud document storage platforms.
Prepare engagement letters, administrative reports, spreadsheets, and routine client notices.
Track statutory and internal deadlines for tax filings, bookkeeping cycles, payroll, and advisory engagements.
Assist with billing workflows, invoicing distribution, accounts receivable tracking, and payment reminders.
Coordinate operational communication between firm leadership, accounting staff, clients, and third-party financial advisors or CPAs.
Assist with documenting and updating firm standard operating procedures (SOPs).

Requirements

What you’ll need

Proven administrative experience working inside an accounting firm, CPA practice, or tax advisory business.
Hands-on proficiency with accounting practice management software, specifically TaxDome, Canopy, or Karbon.
High-level organizational skills, attention to detail, and ability to manage multiple client deadlines concurrently.
Experience tracking tax, bookkeeping, and payroll deliverables during high-volume tax seasons.
Professional verbal, written, and video communication capabilities in English.
Strict adherence to data privacy, confidentiality, and secure handling of sensitive financial records.
Dedicated, distraction-free home office setup equipped with reliable high-speed internet.

Benefits

Comp & perks

Work From Home
Performance Bonus