KB Tax Devisers: Drive Impact and Innovation as Our Virtual Executive Assistant

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

KB Tax Devisers, founded by sisters Minal Babaria (CEO) and Taruna Kanani (President), is dedicated to helping small business owners with customized, innovative tax strategies and financial guidance. They aim to provide entrepreneurs with peace, certainty, and freedom through their proactive, court-approved tax strategies. Their mission is to transform lives, one taxpayer, one business owner, and one family at a time. KB Tax Devisers is committed to the highest ethical and professional standards.

We are seeking a highly adaptable, proactive, and detail-oriented Virtual Executive Assistant who embodies our core values: Lead with Integrity, Take Ownership, Make Mom Proud, and Solution Focused. The ideal candidate will be a quick learner and play a crucial role in enhancing efficiency and optimizing productivity by managing daily operations, facilitating team and client communication, and supporting our CEO and President with schedule management, protecting their time, and handling client interactions. If you thrive in a dynamic environment and are eager to make an impact, we want to hear from you!

As our Virtual Assistant, some of your responsibilities will include:

• Manage emails and schedules for the CEO and President
• Schedule and coordinate client meetings and appointments, and prep sales calls
• Oversee onboarding for new clients and manage documentation
• Follow up on Engagement Letters and ACH sign-ups
• Track team time and ensure accuracy
• Foster team unity, coordinate activities, and celebrate milestones
• Send gifts and care packages to clients and employees
• Gather data, monitor, and report on KPIs
• Send out handwritten notes
• Maintain client database, workflows, and engagement processes
• Plan and coordinate events for team retreats and webinars
• Implement and update automation funnels
• Assist with personal tasks such as travel arrangements
• Assist in researching new tools, software, and contractors
• Create SOPs, clarify processes, and create efficiencies to free up the CEOs time to concentrate on strategic priorities

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

• Excellent verbal and written communication skills
• Highly organized with unparalleled attention to detail
• Proactive, always two steps ahead in planning and execution
• Professional and confidential
• Tech-savvy and quick to learn new tools
• Strong problem-solving and analytical skills
• Empathetic and supportive, fostering strong relationships
• Adaptable and resilient, able to handle changing priorities
• Reliable, dedicated, and consistently energetic
• Growth-oriented and committed to personal and professional development
• Creative and able to think outside the box
• Independent worker who can manage multiple tasks efficiently
• Friendly, respectful, and supportive
• Decision-maker with minimal input from the CEO
• Comfortable in a constantly and rapidly changing environment
• Passionate about supporting and contributing to the success of a team
• Critical thinker and listener, approaching tasks and challenges with a problem-solving mindset

You must come ready to quickly learn and be trained on these tools:

• Microsoft Suite
• Slack
• Quont
• GoHighLevel
• HubSpot
• ChatGPT

Position Details:

• This is a full-time remote W2 position
• Benefits include Medical, Dental/Vision, PTO/Vacation, Sick Time, Paid Holidays, 401K (match), Monthly Stipend (Internet & Phone), Quarterly Bonus, Pet Bereavement Leave, and Maternity Leave
• Hours are Monday - Friday from 9:00 AM - 6:00 PM EST with some flexibility
• You must be able to work Eastern Time hours
• Pay rate: $24/hr. USD
• Potential for travel 2-3 times per year for team retreats or professional development opportunities
• You must be able to pass a background check
• Were looking for someone to become a long-term (3+ years) team member

** Please do not contact Minal Babaria, Taruna Kanani, or KB Tax Devisers directly; doing so will disqualify your application.**