CPA Virtual Assistant

Job Summary:
Sign on with us as a seasoned Client Solutions Director who serves as the first point of contact for prospective clients and turns their compliance challenges into clear, tailored solutions. You’ll lead discovery calls, find gaps in a prospect’s compliance and internal controls, and build a steady pipeline of qualified B2B leads. You’ll feel at home in this role if you’re a CPA or CIA with senior manager or director-level Big Four experience who is just as comfortable advising business leaders as creating new opportunities.

Key Responsibilities:

• Lead discovery calls with prospective clients to learn about their operations, existing controls, and compliance requirements
• Find compliance gaps and turn them into clear, practical service recommendations
• Generate new B2B leads in Apollo, including building targeted prospect lists and researching key decision-makers
• Contact qualified prospects and secure discovery call appointments
• Explain technical compliance and audit concepts in plain, business-friendly terms
• Write up call findings and prepare short recommendation summaries for follow-up
• Keep prospect records accurate and the lead pipeline organized and current
• Represent the firm with professionalism and credibility in every client interaction

Mandatory Skills:

• Senior manager or director-level experience at a Big Four firm
• Active CPA license or CIA certification
• Strong knowledge of compliance, internal controls, and risk assessment
• Proven experience leading client-facing discovery or consultative sales conversations
• Experience generating B2B leads in Apollo or a similar prospecting platform
• Excellent spoken and written English and the confidence to engage business owners and executives
• Methodical, dependable, and quick to take initiative
• Strong communication and relationship-building skills

Preferred Skills:

• Hands-on experience with Apollo.io specifically
• Background in internal audit, risk advisory, or assurance services
• Experience working with US-based clients and US compliance requirements
• Prior experience in business development, account management, or advisory sales
• Familiarity with CRM tools for pipeline tracking
• Capable of handling a number of prospects and follow-ups at once

Why Join Us:
This is a senior, high-impact role where your expertise shapes how we connect with and win new clients. You’ll work closely with leadership, have room to bring your own ideas, and enjoy the flexibility to do your best work as we grow together.