Virtual Assistant
2 weeks ago
The Tax Ladies are looking for the assistance of a virtual assistant during the hours of 9am - 12pm from Monday - Fri.
- Setup planners with deadline for all on Practice management system
- Knowledge of DEXT or similar
- Daily checking of Greatsoft* for SARS documentation updates or upload requirements and passing on relevant information to the client manager.
- Following up with clients on required documents, should we not already have them saved.
- Capturing of documents (customer or supplier invoices etc.) for various clients onto applicable platform (Sage, Excel etc.)
- Meetups may be required to exchange documents if these are in hardcopy format.
- Capturing of new client information into Greatsoft.
- Download, checking and sending of letters to clients during applicable filing periods (income tax annually, provisional tax twice annually.
- Checking and sending of assessment letters to clients**:
- Additional adhoc admin when required.
- If there are differences between the filed return and SARS assessment, notify client manager to check the assessment.
- Required to complete a Timesheet essential
- Be proactive and have a positive outlook on life
- Ambitious
- Willing to go the extra mile
- Be service oriented
- Good organizational skills (Time management etc.)
- A can do attitude
- Willingness to learn
- Fully computer literate
- Highly numerate
- CRM Knowledge & experience
Job Types:
Full-time, Permanent
Education:
- Diploma (preferred)
Experience:
- as a virtual assitant: 2 years (preferred)
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