Virtual Assistant

At Heritage CPA, we are seeking a dedicated and detail-oriented Virtual Assistant to join our dynamic team. Our firm prides itself on providing exceptional accounting and consulting services to our clients, and we believe that a strong support system is vital to achieving this goal. As a Virtual Assistant, you will play a crucial role in streamlining our operations and ensuring that our team can focus on delivering the highest quality services. This remote position allows you to work from the comfort of your home while supporting our professionals in various administrative tasks. You will be responsible for managing schedules, maintaining our client database, and providing timely support that enhances our productivity. In addition to administrative functions, you will also communicate with clients, helping to build lasting relationships and providing them with excellent service. The ideal candidate will possess strong organizational skills, a keen eye for detail, and the ability to multitask effectively in a fast-paced environment. If you are looking to contribute to a growing company and have a passion for helping others succeed, we encourage you to apply for this exciting opportunity at Heritage CPA.

Responsibilities

• Manage and organize digital files and documents.
• Schedule and coordinate appointments, meetings, and events.
• Maintain and update client databases and records.
• Assist in preparing and editing reports and presentations.
• Respond to emails and client inquiries in a timely manner.
• Perform research and compile information as needed.
• Support the accounting team with administrative tasks and projects.

Requirements

Benefits