Firm: CFOAF
Location: Remote – Philippines or India
Work Hours: 8-5 Arizona Time
Employment Type: Full-Time / Independent Contractor
Reports To: Director of Executive Operations and Founders
About CFOAF
CFOAF is a high-level tax strategy and advisory firm serving U.S. business owners generating $3M–$25M+ annually. We focus on proactive tax strategy and precise execution. Clients expect accuracy, consistency, and strategic alignment across all returns.
You will be an administrative assistant to the firm, supporting the Director of Executive Operations and the Founders directly so they can focus on client strategy and firm leadership.
The Role
We are looking for a junior-level General & Tax Admin to handle basic administrative, organizational, and light bookkeeping tasks. You do not need tax experience, CPA firm experience, or advanced accounting skills.
You do need:
- Strong computer proficiency (Google Workspace / Microsoft Office)
- Strong attention to detail
- Ability to follow written checklists and instructions exactly
- Reliable internet and power (backup preferred)
- Willingness to ask clarifying questions
You will never work independently on client tax matters. We will provide clear instructions, templates, and checklists. Your job is to execute accurately and flag anything unusual.
This is ideal for someone with 1-3 years of general admin, executive assistant, or basic bookkeeping experience who wants to grow inside a high-quality U.S. firm.
Key Responsibilities
General Admin Support (75%)
- Organize and maintain firm files in Google Drive / shared folders
- Prepare basic documents, format reports, and clean up spreadsheets
- Run and format basic reports from QuickBooks Online (per instructions)
- Monitor task lists and ensure deadlines are met
- Calendaring Assistance
- Client and lead communication
- SOP creation and organization
Tax Admin Support (25%)
- Organize client tax documents (scan, label, sort by year/entity)
- Upload documents to tax software or shared portals
- Help prepare tax engagement letters and organizers (templates provided)
- Track missing client documents and send reminder emails (drafts provided)
Must-Have Requirements
Experience
- 6–18 months of general admin, virtual assistant, or basic bookkeeping experience
- Familiarity with QuickBooks Online (QBO) – basic navigation only
- Proficiency in Google Workspace (Drive, Sheets, Docs, Gmail) and Microsoft Excel
Soft Skills
- Detail-obsessed – you notice when a date is wrong, or a file is misnamed
- Follows instructions exactly – you don't guess; you ask
- The ability to develop strong judgment and instincts over time
- Reliable – you show up on time and communicate if something is delayed
- Strong written English composition – for document creation, editing, and proofreading
Technical Requirements (Philippines or India)
- Personal computer with stable internet (minimum 10 Mbps)
- Backup power/internet preferred (or ability to work during local outages)
Nice to Have (Not Required)
- Previous experience supporting a US-based firm (tax or accounting is a plus)
- Exposure to Karbon, GoHighLevel, UltraTax, and Canva
- Basic exposure to US business tax
- QBO Certification
What CFOAF Offers
- $6–9 USD/hour – competitive for junior-level offshore admin
- Consistent 40 hours/week – not freelance or project-based
- Direct training from Ish and Krissy – you learn how a US tax strategy firm operates
- Growth path – high performers can move into advanced admin or bookkeeping roles over time
- No overtime expectation – we value sustainable work
How to Apply
To be considered, please submit:
- Your resume (highlight general admin or basic bookkeeping experience – no tax experience required)
- A short answer (2–3 sentences): What is one time you caught an error that someone else missed, and what impact did it have on the business or end result
- Confirmation that you are located in the Philippines or India, have reliable internet/power, and a functional home office
- Confirmation that you can work the hours/schedule listed here.
- State your hourly compensation range requirements.
Note: You may be asked to provide references, complete a short skills-based assessment, or complete a DISC Assessment.
