Job description
We are hiring a detail-oriented Virtual Assistant with experience in QuickBooks and expense management for optimal tax planning. The ideal candidate will be proactive, organized, and adept at handling personal finances, along with a diverse skill set.
Job Responsibilities:
- QuickBooks & Expense Oversight:
- Maintain QuickBooks accounts for accurate income and expense tracking.
- Efficiently manage and categorize personal and business-related expenses.
Tax Planning Support:
- Collaborate with the client and tax professionals to gather and organize financial information.
- Ensure timely and accurate tax filings.
Financial Reporting & Analysis:
- Generate regular financial reports using QuickBooks.
- Identify cost-saving opportunities and enhance financial efficiency.
Additional Responsibilities:
Calendar and To-Do Lists:
- Maintain the client’s calendar and ongoing task lists.
Expense Management:
- Effectively manage and organize all personal and business-related expenses.
Research and Event Planning:
- Research industry trade shows and events for 2024-2025 to attend.
CRM System:
- Build and maintain a CRM system for efficient data management.
Service Provider Coordination:
- Coordinate and manage relationships with service providers.
Industry Research:
- Conduct competitive industry research to provide insights.
Social Media Management:
- Manage social media accounts as needed.
Shopify Storefront:
- Create and maintain a Shopify storefront.
Lead Generation:
- Implement lead-generation strategies to support business goals.
Prior experience as a Virtual Assistant or in a similar role.
Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
Prior experience using QuickBooks is a plus.
Understanding of tax planning principles.
Strong organizational and time management skills.
Excellent written and verbal communication skills.
Ability to work independently and prioritize tasks effectively.
Detail-oriented and able to maintain accuracy while working with data.
Ability to handle confidential information with discretion.
Previous experience in remote work is a plus.
System Requirements:
At least 15mbps for main internet and at least 10mbps for backup
A desktop or laptop that has an i5 processor with at least 8GB RAM and an i3 processor for backup
- Note: Back-ups should still be able to function when there is a power interruption
A webcam
Noise-canceling USB Headset
Quiet, Dedicated Home Office
Smartphone
Join Our Dynamic Team: Experience our fun, inclusive, innovative culture that values your unique contributions and supports your professional growth.
Embrace the Opportunities: Seize daily chances to learn, innovate, and excel. Make a real impact in your field.
Limitless Career Growth: Unlock a world of possibilities and resources to propel your career forward.
Fast-Paced Thrills: Thrive in a high-energy, engaging atmosphere. Embrace challenges and reap stimulating rewards.
Flexibility, Your Way: Embrace the freedom to work from home or any location of your choice. Create your ideal work environment.
Work-Life Balance at Its Best: Say goodbye to stressful commutes and hello to quality time with loved ones. Achieve a healthy work-life integration to perform at your best.
