Virtual Assistant - Durban, South Africa - The Tax Ladies

Description

NO PHONE CALLS NOR WALK-INS WILL BE ACCEPTED

The Tax Ladies are looking for the assistance of a virtual assistant during the hours of 9am - 12pm from Monday - Fri.

They need someone who can complete the following duties etc.

• 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

The person need to have the following skills and attributes:

• 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)