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Jerry B. — Mid-Level Virtual Operations & Tax Support Specialist from Philippines

Jerry B.

Mid-Level Virtual Operations & Tax Support Specialist

Philippines 3-6 years
Open to offersNew to Platform
Languages
English
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About

Jerry B. is a seasoned professional with extensive experience across the marketing, pharmaceutical, and tax support industries. At Gx International Inc, he excelled as a Sales & Marketing Representative, promoting pharmaceutical products to healthcare professionals and consistently achieving sales growth. He then transitioned to a Virtual Admin Assistant/CRM Manager role at MM Tax Services LLC, where he streamlined workflows using tools like GHL (GoHighLevel), Cognito Forms, and Jotform. Jerry managed Shopify site operations and developed marketing materials using Canva, enhancing brand growth and sales. He also served as an Operations Assistant/Tax Preparer at Smooth Tax Solutions, effectively reducing filing delays and ensuring timely tax returns. His technical proficiency extends to managing client interactions and optimizing operational processes, utilizing skills in Gsuites, MS Office, and other key platforms. Jerry's adeptness in improving productivity and market performance distinguishes him as a valuable asset in fast-paced environments.

Experience

  • Operations Assistant/Tax Preparer

    Smooth Tax Solutions · 2024 — 2026
    Streamlined tax preparation workflows, resolved documentation issues through proactive follow-ups, and maintained accurate tax records to ensure compliance.
  • Virtual Admin Assistant - CRM Manager

    MM Tax Services LLC · 2022 — 2024
    Oversaw client communications, maintained CRM records, and tracked deadlines to optimize operational processes.
  • General Executive Assistant

    Premiere Tax Solutions · 2021 — 2022
    Managed administrative tasks such as email management, calendar scheduling, and document organization to support workflow efficiency.
  • Sales & Marketing Representative

    Gx International Inc · 2019 — 2021
    Designed and developed marketing materials using Canva, facilitated face-to-face consultations to promote pharmaceutical products, and implemented marketing strategies to strengthen customer relationships.

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