Job Description
EO CPA is a professional accounting firm providing personal and corporate tax services. We are looking for a reliable, detail‑oriented Virtual Assistant to support our team during the busy tax season. This role focuses exclusively on tax‑related administrative tasks — no accounting or tax preparation required.
Role Overview
The Virtual Assistant will help streamline our workflow by managing client documents, organizing files, tracking requests, and supporting communication during peak season. You will work closely with our team to ensure smooth, timely handling of all administrative tasks related to T1 and T2 tax filings.
Key Responsibilities
• Upload, organize, and maintain client documents in TaxDome (training provided).
• Track incoming tax slips and follow up with clients when documents are missing.
• Monitor email inboxes and flag items requiring action.
• Prepare and send engagement letters, reminders, and status updates.
• Maintai...
Role Overview
The Virtual Assistant will help streamline our workflow by managing client documents, organizing files, tracking requests, and supporting communication during peak season. You will work closely with our team to ensure smooth, timely handling of all administrative tasks related to T1 and T2 tax filings.
Key Responsibilities
• Upload, organize, and maintain client documents in TaxDome (training provided).
• Track incoming tax slips and follow up with clients when documents are missing.
• Monitor email inboxes and flag items requiring action.
• Prepare and send engagement letters, reminders, and status updates.
• Maintai...
Apply for this Position
Ready to join Confidential? Click the button below to submit your application.
Submit Application