Offer summary

Qualifications:

Proficiency in Google Workspace (Drive, Gmail, Calendar) for effective communication and organization., Basic understanding of bookkeeping principles and a willingness to learn more., Exceptional organizational skills with the ability to manage multiple tasks simultaneously., Strong written and verbal communication skills for professional client interactions..

Key responsabilities:

Manage and schedule meetings, send reminders, and respond to client communications.

Onboard new clients and maintain client portals and CRM records.

Update standard operating procedures and keep templates organized.

Assist with special projects, including research and social media support as needed.

Job description

This is a remote position.

Schedule

40 hours per week
Monday - Friday 8am - 5pm with 1 hour unpaid break (8 paid hours per day) CST
Client Timezone: Baton Rouge, LA

Client Overview

Join a thriving, solo-operated CPA practice that’s making waves in the accounting and tax services industry. This dynamic business is poised for growth and seeking a talented individual to support its expansion. As the firm approaches its busiest season, you’ll play a crucial role in streamlining operations and enhancing productivity. This is an excellent opportunity to work closely with an experienced professional, gain invaluable insights into the financial services sector, and contribute to the success of a growing enterprise.

Responsibilities

Calendar & Communication Management

Manage and schedule meetings and calls
Send reminders and follow-ups to clients
Screen and respond to emails
Draft and send routine communications (e.g., client check-ins, deadline reminders)

Client Support & Admin Tasks

Onboard new clients: send welcome emails, collect intake forms, and ensure documents are uploaded
Maintain client portals (like TaxDome, Keeper, or Canopy)
Update and manage CRM records
Collect missing documents or follow up on outstanding items

Internal Organization & Process Support

Update SOPs or task management boards (like ClickUp, Asana, or Trello)
Keep templates (emails, checklists, engagement letters) organized and up to date
Help build out workflows or automations in client management systems

Document Management

Request, sort, and rename client files
Save PDFs and supporting docs in structured cloud folders (Google Drive, Dropbox)
Ensure all files are backed up and organized

Special Projects (as needed)

Research tools or vendors
Set up integrations between apps (e.g., QBO + Keeper + Slack)
Track key performance indicators (KPIs) or weekly business metrics
Help with social media posts, newsletters, or marketing if relevant

Requirements

Proficiency in Google Workspace (Drive, Gmail, Calendar) with a strong ability to organize digital files and manage communications effectively
Basic understanding of bookkeeping principles and enthusiasm to expand knowledge in this area
Exceptional organizational skills with a proven ability to manage multiple tasks and priorities simultaneously
Strong written and verbal communication abilities, capable of interacting professionally with clients and stakeholders
Demonstrated aptitude for quickly learning and adapting to new software systems and technologies
Experience with or keen interest in learning QuickBooks for financial task assistance
Familiarity with practice management software is a plus, but not required – willingness to learn is essential
Self-motivated with the ability to work independently in a remote setting while maintaining consistent communication
Flexibility to adjust working hours as needed, especially during peak tax season
Discretion and confidentiality when handling sensitive financial information