Open Position: Accounting VA
Overview
We are seeking a highly analytical and detail-oriented Accounting Virtual Assistant (VA) to support our client with ongoing forensic accounting and business valuation projects. This is a remote, offshore position ideal for someone with strong accounting fundamentals, advanced Excel skills, and a high level of professionalism and discretion.
You will help prepare valuation reports used in sensitive legal and financial matters—including divorce, estate planning, and tax-related engagements. The role also includes managing communications, supporting document preparation, assisting with invoicing, and handling select billing/accounting duties.
Key Responsibilities
- Assist in preparing formal business valuations for legal, tax, and internal purposes
- Conduct forensic accounting procedures, including reconciliations, tracings, and pension valuations
- Analyze financial statements, tax returns, general ledgers, and other financial documents
- Build and maintain financial models using Microsoft Excel
- Extract, convert, and organize data from PDF documents
- Contribute to drafting clear, accurate valuation reports using Microsoft Word and Excel
- Collaborate directly with firm partners to ensure timely, high-quality deliverables
- Maintain well-organized documentation using cloud platforms (e.g., Dropbox)
- Monitor firm inboxes, manage communications, and conduct follow-ups with clients and leads
- Draft engagement letters, prepare them for e-signature via DropboxSign, and organize finalized documents
- Assist in preparing and sending client invoices
- Handle select billing and accounting duties as assigned
- Submit end-of-day (EOD) reports summarizing tasks completed and ongoing updates
- Maintain strict confidentiality and follow all data security protocols
Required Qualifications
- Strong foundation in accounting and financial analysis (CPA not required)
- Advanced Excel proficiency (formulas, pivot tables, lookups, financial modeling)
- Ability to interpret and work with PDF-based financial data
- Excellent English communication skills—written and verbal
- Exceptional attention to detail and strong organizational skills
- Ability to work independently with consistent accountability and communication
- High degree of discretion when handling sensitive information
Working Environment
- Reliable, high-speed internet connection
- Private, quiet, and professional home workspace
- Ability to manage time effectively and work independently
- Availability to coordinate with the client during U.S. Pacific Time (7 AM–6 PM), with flexibility to work outside these hours as needed
Schedule: Full-time, 40 hours per week within the 7 AM–6 PM Pacific Time window
Compensation: $1200-$1500/month depending on experience