Virtual Operations & Tax Support SpecialistVirtual Operations & Tax Support Specialist
Jerry
ID Verified$1,400
per month
($8/hour)
Profile Description
Detail-oriented Virtual Operations & Tax Support Specialist with extensive experience in managing administrative tasks, client communications, and marketing operations. Proven ability to streamline workflows and enhance productivity in fast-paced environments.
Top Skills
Skills & Expertise
Skill Levels Explained:
💡 Hover over any skill level to see exact years of experience
AI & Automation
Content & Writing
Customer Success
Data & Analytics
Design & Creative
E-commerce & Marketplace
Finance & Accounting
Marketing & Growth
Sales & Business Development
Specialized Skills
Virtual Assistance & Admin
Work Experience
OPERATIONS ASSISTANT/ TAX PREPARER
SMOOTH TAX SOLUTIONS
Jan 2024 - Present
Key Achievements:
-Resolved documentation issues through proactive client follow-ups, ensuring timely tax return completion. -Maintained accurate tax records and filing systems, minimizing errors and improving compliance. -Tracked deadlines and optimized operational processes, increasing team efficiency and client satisfaction.
VIRTUAL ADMIN ASSISTANT - CRM MANAGER
MM TAX SERVICES LLC
Jul 2022 - Jan 2024
Key Achievements:
-Managed administrative and operational tasks including email management, calendar scheduling, and file organization to support the web developer's daily workflow. -Facilitated client communications and sales by responding to inquiries, following up on leads, and maintaining records of website transactions and customer interactions. -Oversaw GHL management for marketing, websites, funnels, and products. Enhanced client interaction through GHL Communities management.
GENERAL EXECUTIVE ASSISTANT
PREMIERE TAX SOLUTIONS
Nov 2021 - Jun 2022
Key Achievements:
-Designed and developed engaging marketing materials and product visuals using Canva, supporting brand growth and online sales. -Managed Shopify website operations, coordinated marketing campaigns, and implemented automation tools via GHL, Cognito forms and Jotform to streamline workflows.
SALES & MARKETING REPRESENTATIVE
GX INTERNATION INC
Jun 2019 - Oct 2021
Key Achievements:
-Promoted pharmaceutical products through face-to-face consultations and product presentations with healthcare professionals, consistently driving sales growth and achieving territory targets. -Led and coached a team of Sales Representatives by setting performance goals, monitoring sales and coverage, and ensuring product availability to maximize market performance. -Developed marketing strategies, promotional materials, and doctor partnership programs that increased product awareness, strengthened customer relationships, and expanded market opportunities.
Quick Stats
Education
Bachelor's Degree
MINDANAO STATE UNIVERSITY
2015 - 2019