Jerry

Virtual Operations & Tax Support Specialist

Jerry

ID Verified
1,400/mo
Polomolok, Philippines
Looking for Full-time
8 hours/day
Availability: US / EU / Asia timezone

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

Calendar Management · 3 yearsCalendly · 3 yearsCanva · 3 yearsCapCut · 3 yearsCommunity Management · 3 years

Skills & Expertise

AI & Automation

ZapierIntermediate
Claude/Anthropic APIBeginner

Content & Writing

Editorial Calendar ManagementAdvanced
CopywritingIntermediate
ScriptwritingIntermediate
Email CopywritingIntermediate
Product DescriptionsIntermediate

Customer Success

Live Chat SupportAdvanced
Email SupportAdvanced
Social Media SupportAdvanced
LiveChatBeginner

Data & Analytics

Excel (Advanced)Advanced
Google Sheets (Advanced)Advanced

Design & Creative

CanvaAdvanced
CapCutAdvanced
Video EditingIntermediate

E-commerce & Marketplace

Facebook MarketplaceAdvanced
EtsyAdvanced
Product Listing OptimizationAdvanced
Inventory ManagementAdvanced
ShopifyIntermediate

Finance & Accounting

Tax PreparationAdvanced
QuickBooksBeginner

Marketing & Growth

Email MarketingAdvanced
Content StrategyAdvanced
Community ManagementAdvanced
MailchimpAdvanced
GoHighLevelIntermediate

Sales & Business Development

Sales PresentationsIntermediate

Specialized Skills

Online Course CreationAdvanced
OnboardingIntermediate
Coaching & MentoringIntermediate

Virtual Assistance & Admin

Calendar ManagementAdvanced
Email ManagementAdvanced
Document ManagementAdvanced
Data EntryAdvanced
Meeting CoordinationAdvanced
Executive Assistant ServicesAdvanced
Personal Assistant ServicesAdvanced
Research & Information GatheringAdvanced
CalendlyAdvanced
NotionIntermediate
TrelloIntermediate
AsanaIntermediate
Monday.comBeginner

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

Age27 years
English LevelFluent
Other Languages
Tagalog/FilipinoFluent
ID VerificationVerified
Portfolio
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Education

Bachelor's Degree

MINDANAO STATE UNIVERSITY

2015 - 2019