Agorist Tax Advice, PLLC Virtual Assistant

Agorist Tax Advice: Trusted Virtual Assistant for Client Operations & Organization

Matthew Sercely is the Owner of Agorist Tax Advice, PLLC, where he helps entrepreneurs and high-earning individuals make smart, strategic tax decisions. He’s looking for a trustworthy, detail-oriented Virtual Assistant who is organized, independent, and able to take ownership without needing constant reminders.

If this sounds like the right opportunity for you, please review the full position details below.

Please Note: This job is being posted on behalf of Matthew Sercely (www.agoristtaxadvice.com) by Great Assistant (www.greatassistant.com). Great Assistant is a company that works with entrepreneurs to match them to assistants.

Matthew Sercely is the Owner of Agorist Tax Advice, PLLC, a tax advisory firm helping high-earning W2 employees and business owners with tax advice and strategic tax planning. Matthew is an attorney who combines law, systems thinking, and practical problem-solving to help clients understand complex tax issues and make informed decisions. Agorist Tax Advice primarily serves entrepreneurs, business owners, and individuals, with many clients coming from the freedom and liberty-focused community.

We’re looking for a highly trustworthy, detail-oriented, and self-directed Virtual Assistant who can take ownership of administrative responsibilities and make sure important details don’t get missed. You’ll work closely with the Owner, who is a big-picture thinker and values people who can research an issue, use good judgment, keep him updated, and ask for help when needed. Being open-minded, respectful of different perspectives, and comfortable working in a freedom and liberty-focused environment is an important part of working well with the team.

To be successful in this role, you’ll also need to align with the company’s core values:

- Tell the Truth and Get It Right

- Create Value That Actually Matters

- Help People Become More Capable

- Take Ownership of Your Life

This role is especially important in keeping client information, workflows, and follow-ups organized and moving forward. Because you’ll have access to highly sensitive tax, financial, and client information, strict confidentiality, strong security practices, and sound judgment are essential. Protecting client information is a critical part of this role.
Some of your responsibilities will include:

- Entering and processing client documents in TaxDome

- Updating the CRM and maintaining accurate client records and workflows

- Following up with clients and making sure open items are completed

- Tracking missing information and communicating with clients to obtain what’s needed

- Keeping TaxDome organized and up-to-date using established checklists

- Preparing and organizing information for the Owner

- Handling standardized client communications and outreach

- Sending meeting preparation materials and reminders

- Sending follow-up information to clients after calls with the Owner

- Supporting administrative portions of the sales process

- Supporting inbox and calendar delegation

- Making occasional client phone calls when a client prefers phone communication

- Creating light Canva or presentation design updates to polish decks and other materials

- Pulling reports from QuickBooks Online

In addition to the above, the ideal candidate must be/have:

- Highly trustworthy with excellent judgment when handling confidential information

- Extremely detail-oriented and committed to accuracy

- Operationally minded with strong organizational and administrative skills

- Strong follow-through and the ability to close loops without constant reminders

- Proactive, self-directed, and able to work without micromanagement

- Confident and comfortable taking ownership and making reasonable decisions independently

- Resourceful problem-solver who researches issues and looks for solutions before asking for help

- Reliable and consistent, with strong comm