Tax
Virtual Assistant
Need a dedicated tax virtual assistant to support your accounting or tax practice with admin, client communication and document management? We can help.
Hire a Reliable, Full-Time
Virtual Assistant
Tax Virtual Assistant
Most people think tax professionals spend their days working on tax returns and advising clients. The reality is usually a bit different. A surprising amount of time can disappear into emails, appointment bookings, document requests and following up clients who still haven’t sent through the information you need. Then there are the phone calls, diary changes and all the little administrative jobs that seem harmless on their own but quickly add up across the week.
That’s where a tax virtual assistant can help.
At Smart Online Staff, we provide full-time virtual assistants who work exclusively for your business. Every assistant is recruited specifically for the role and works from our managed office in the Philippines, where they have reliable internet, backup power and ongoing support.
Different firms need help with different things. One practice might need somebody to manage incoming enquiries and appointments. Another might be looking for help organising client documents, updating records or keeping on top of general administration.
Support for Busy Tax Practices
A tax virtual assistant can take care of many of the jobs that sit around the technical work and quietly consume time throughout the day. That could include managing emails, booking appointments, following up missing documents, updating client information or helping keep records organised. Some firms also use their assistant to prepare engagement paperwork or handle routine administrative tasks during busier periods of the year.
We take care of recruitment, payroll and HR management, so you don’t have to worry about advertising roles, reviewing applications or managing employment administration.
For many tax professionals, the challenge isn’t the tax work itself. It’s everything else that needs doing around it. If you’re spending too much time chasing paperwork and dealing with admin, a tax virtual assistant could help free up more time for your clients and your business.
As your assistant gets to know the business, they’ll become familiar with your systems, your clients and the way your team likes to work. Before long, they’ll feel like part of the day-to-day operation rather than somebody working remotely.
Tailored for the way you work
The Smarter Way to Outsource
Our virtual employees are versatile, skilled and trained to support a wide range of industries and business needs.
Virtual Support for Builders & Tradies
When you’re on the tools or on site, we’re here to help with quoting, invoicing, scheduling and supplier follow-ups.
Call Handling & Calendar Management
We take care of your calls, cold outreach, appointment bookings, and calendar management.
We can handle all your invoicing and payments, and keep your books tidy with daily reconciliation and transaction management.
Our team helps spread the workload, taking pressure off partners or in-house admin personnel.
We keep the moving parts moving with call handling, calendar coordination and dispatch assistance.
We can enter job details, receipts, forms or client records accurately and quickly.
I’ve worked with Nathan and the Smart Online Staff team for several years now, and I couldn’t be happier with their service and support. I'm not particularly tech-savvy, but everything is straightforward and stress-free with Smart Online Staff.
One of my best decisions was hiring Jade as a virtual assistant through Nathan’s team. She’s been with me for a number of years now and has become an integral part of my business. Her professionalism, reliability, and dedication are a testament to the quality of staff Smart Online Staff delivers. I have complete confidence in Nathan and his team's ability to match the right person with the right business. I highly recommend their VA services.
Statewide Trade
Everyday admin, sorted
Ready To Book Online?
If your agents are stuck in admin instead of being in front of clients, it’s time to get help. Book a free discovery call, and we’ll chat about how a Tax virtual assistant could support your office.
Invoicing
Send invoices on time, every time — no more late payments or forgotten jobs.
Xero Reconciliation
Keep your books tidy with daily reconciliation and transaction management.
Scheduling
Manage calendars, appointments, site visits and staff rosters with ease.
Customer Service
Answer calls, emails or live chats — professionally and consistently.
Data Entry
Enter job details, receipts, forms or client records accurately and quickly.
Tender Documentation
Prepare and polish tender responses, scope documents, and compliance packs.
Social Media
Schedule posts, respond to messages, and keep your presence active (without it falling to the bottom of your to-do list).