Virtual Assistant to Compile & Vet List of Tax Professionals for Firm Acquisition
Budget: ₹100 – ₹400 INR
Project Description:
I’m seeking a skilled research VA to help me identify and compile a targeted list of tax professionals (PTIN holders) who are potential acquisition candidates for my firm. This role requires deep research and lead qualification skills.
Objective:
Deliver a curated list of 25–50 tax firm owners in the Tampa Bay Area who are:
• Nearing retirement (preferably age 60+)
• Earning $100K–$150K in annual revenue
• Operating for 15+ years
• Located in or around Tampa Bay, FL
Deliverables:
• Spreadsheet with Name, Firm, Contact Info, Years in Business, Revenue Estimate, Retirement Potential (based on online signals), and any Notes
• Data must be well-researched and verifiable
• Sources may include LinkedIn, Google, state licensing databases, tax directories, or other creative research methods
Skills Required:
• Research and data analysis
• Lead generation
• Strong Excel/Google Sheets skills
• Experience working with business-owner profiles or acquisition research a plus
Expected Output:
• Initial sample of 5–10 leads for review
• Full vetted list of 25–50 leads after sample approval
• Completed in 7–10 business days
Budget Range: $150–$300 depending on research quality and depth
Engagement Type: One-time project with potential for recurring work (including outreach support)
Please include a sample of similar work if available, and your process for verifying business info and revenue estimates.
I’m seeking a skilled research VA to help me identify and compile a targeted list of tax professionals (PTIN holders) who are potential acquisition candidates for my firm. This role requires deep research and lead qualification skills.
Objective:
Deliver a curated list of 25–50 tax firm owners in the Tampa Bay Area who are:
• Nearing retirement (preferably age 60+)
• Earning $100K–$150K in annual revenue
• Operating for 15+ years
• Located in or around Tampa Bay, FL
Deliverables:
• Spreadsheet with Name, Firm, Contact Info, Years in Business, Revenue Estimate, Retirement Potential (based on online signals), and any Notes
• Data must be well-researched and verifiable
• Sources may include LinkedIn, Google, state licensing databases, tax directories, or other creative research methods
Skills Required:
• Research and data analysis
• Lead generation
• Strong Excel/Google Sheets skills
• Experience working with business-owner profiles or acquisition research a plus
Expected Output:
• Initial sample of 5–10 leads for review
• Full vetted list of 25–50 leads after sample approval
• Completed in 7–10 business days
Budget Range: $150–$300 depending on research quality and depth
Engagement Type: One-time project with potential for recurring work (including outreach support)
Please include a sample of similar work if available, and your process for verifying business info and revenue estimates.