Acumen Accounting & Tax Services Inc Virtual Assistant

Please Note: This job is being posted on behalf of Deepa Ramachandran (acumencpa.com) by Great Assistant (www.greatassistant.com). Great Assistant is a company that works with entrepreneurs to match them to assistants.

Deepa Ramachandran is the Owner and President of Acumen Accounting & Tax Services Inc. Acumen Accounting & Tax Services Inc. helps business owners with their accounting and taxes by simplifying the complexity of financial management, tax prep, payroll, tax strategy, and accounting services. The company helps business owners gain clarity and understand the financial health of their business.

We are looking for a Virtual Assistant to support the Owner and the Acumen Accounting & Tax Services team. The right person for this role will be highly organized, dependable, detail oriented, and able to follow clear processes while helping protect our Owner's time, energy, and attention.

As our assistant you must be aligned with Acumen Accounting & Tax Services Inc.'s Core Values:

• Create Clarity Through Excellence
• Stand for Integrity, Always
• Make People Feel Seen, Heard, and Cared For
• Work as a Team, With Clarity and Respect
• Respect Structure and Process

This role requires someone who understands the importance of structure, confidentiality, clear communication, and full task completion, while also bringing warmth and care to client interactions.

Some of your responsibilities will include:

• Manage the owner's inboxes, calendar, schedule, daily briefing, and client follow ups
• Review emails, voicemails, flagged tasks, overdue items, and workflow updates to ensure nothing falls through the cracks
• Maintain client files, meeting summaries, transcriptions, digital records, and client notes
• Support portal management, document intake, uploads, client notifications, completed return delivery, billing follow ups, and outstanding document requests
• Help route work across the company, update task statuses, and keep workflow moving through company systems
• Ensure standards of completion are followed by spot checking work, verifying completion, and identifying incomplete tasks or projects
• Serve as backup phone support during tax season and help with appointment logistics, client communication, and document flow
• Protect the owner's time by managing interruptions, routing requests appropriately, and helping clients get the support they need
• Communicate with software vendors as the first point of contact and route vendor needs as needed
• Follow established company processes and communicate clearly when tasks need more time, support, or reassignment
• Help maintain structure, confidentiality, and smooth communication across the company

In addition to the above, the ideal candidate must be/have:

• Team first and institution first in mindset
• Considerate of the team, clients, and the owner
• Warm, professional, relational, and people focused
• Highly organized, responsive, and dependable
• Able to manage a high volume of details, clients, tasks, and communication
• Strong integrity and discretion when handling confidential information
• Accurate, precise, detail oriented, and committed to completing tasks fully
• Excellent at triage and protective of the owner's time, energy, and attention
• Willing to follow established processes, ask questions, and avoid assumptions
• Skilled at managing digital workflows, client portals, and task systems
• Able to stay in role without overstepping into client management or technical advice
• Patient and kind with clients, especially during busy seasons
• Clear in communicating when a task needs more time, support, or reassignment
• Comfortable working within clearly defined standards of completion
• You must be tech savvy and quick to pick up new tools and software

Experience with the following tools is a plus!

• Microsoft Office
• Outlook calendar and email
• Microsoft Teams
• Monday.com

Position Details

• This is a W2 employee position
• This position is 40 hours per week
• The schedule is Monday through Friday from 9:00 AM to 5:00 PM CST
• The pay rate is $30.00 per hour USD
• Benefits include medical, dental/vision, PTO/vacation, sick time, and paid holidays
• You must be available for overtime hours during tax season if needed
• Domestic travel may be needed for an annual team meeting
• You must be able to pass a background check
• We are looking for someone to become a long-term (3+ years) team member

**Please do not contact Deepa Ramachandran or Acumen Accounting & Tax Services Inc. directly; doing so will disqualify your application***