Virtual Assistant | Philippines

Fusion CPA Job Listing BannerThis is a fully remote position and is open to individuals in the Philippines.

Who we are

Fusion CPA is an award-winning outsourced accounting, tax planning and preparation, and growth advisory firm for businesses all over the United States. We are a very technologically forward-thinking and growth-minded firm, which extends to our clients and staff. Our clients rely on us to help them stabilize, analyze, and grow their businesses. Because we do a great job of this, we’re growing and are looking to bring an Administrator/Virtual Assistant into our fold!

Who you are

Our Administrator/Virtual Assistant will play an extremely vital role within our organization. This person will be the backup first responder to all incoming client discovery calls. He/she will update and maintain CRM, assist with the onboarding of new clients, and reconnect with clients for professional service quality assurance. 

  • We are looking for someone in a similar role but looking for a home-based/remote opportunity and comfortable working eastern standard business hours 9 AM – 6 PM EST.  
  • The salary on offer for this role is 20k to 40k PHP per month, depending on experience.

Our ideal candidate would be:

  • An extremely detailed and process-oriented administrator

  • Someone who understands basic accounting principles

  • Passionate about customer service and relationship building

  • Comfortable communicating with clients from time to time 

  • Highly motivated and driven; a self-starter

  • A problem solver by nature

  • A multi-tasker

  • Comfortable learning new technologies (technologies should excite you)

  • Someone who thrives in a fast-paced, work-from-home environment

Requirements:

  • A relevant Bachelor’s Degree (Business Administration or Accounting)

  • Administrative experience working for an accounting/tax firm

  • Comfortable speaking with clients over the phone and on Zoom, when required 

  • Understanding of general tax and accounting principles

  • 3 years of experience in a similar role

What the role entails

To succeed in this role, you must be someone who really enjoys doing all of the essential tasks:

  • Update and maintain CRM

  • Conduct discovery calls – inbound sales calls when required

  • Onboard new clients including diagnostics, proposals, engagement letters, onboarding onto the necessary platforms

  • Manage the client experience including client gifting and check-ins

  • Assist with consulting projects and ad hoc tasks as needed

Benefits:

  • To succeed in this role, you must be someone who really enjoys doing all of the essential tasks:

  • A market-related salary based on your experience

  • We’re a fully remote team with team members located in the US, Puerto Rico, and South Africa.

  • Work from wherever you have access to a fast internet connection.

  • PTO: Vacation, Holiday, and Sick 

How to apply

Submit your resume to careers@fusiontaxes.com with the email subject [your first and last name – Name of Position Resume For Fusion CPA]

Thinking of applying to fill this Virtual Assitant job vacancy? Fill in our form below.

Apply Now!The Fusion CPA Way

Menu