Virtual Assistant

The client is looking for his first Virtual Assistant to take administrative tasks off his plate and help him stay on track day to day. Beyond task support, a key part of this role is accountability: regularly checking in with Rich to review what needs to get done, following up on progress, and helping him plan next steps when things slip. This is a part-time role starting at 10 hours/week, with room to grow as trust and workload build.

•     Manage calendar and schedule meetings across both businesses

•     Keep his inbox organized and reply to routine emails on his behalf

•     Hold regular check-ins with Rich to review daily/weekly to-dos and follow up on outstanding items

•     Provide general administrative support for both the business coaching and tax planning practices

•     Handle light calling or follow-up as needed (minimal volume expected)

•     Support ad hoc admin tasks as the tax planning business scales

•     Strong organizational skills and comfort managing calendars and inboxes independently

•     Proactive communicator who can hold someone accountable in a professional, friendly way

•     Experience with standard scheduling and email tools (e.g. Google Workspace/Microsoft 365, Calendly)

•     Tax, accounting, or bookkeeping experience is a plus but not required

•     Comfortable working independently with minimal day-to-day supervision

•     This is an ongoing role, not a fixed-term contract — candidates should expect long-term placement

•     Starts at 10 hrs/week with potential to grow to 20 hrs/week based on fit and workload

•     Must be available for regular overlap with Central Time business hours