Offer summary

Qualifications:

Prior experience as a Virtual Assistant or in a similar role., Proficiency in Microsoft Office Suite and QuickBooks is a plus., Strong organizational, time management, and communication skills., Understanding of tax planning principles and ability to handle confidential information..

Key responsibilities:

Maintain QuickBooks accounts for accurate income and expense tracking.

Collaborate with clients and tax professionals for financial information organization.

Generate financial reports and identify cost-saving opportunities.

Manage the client's calendar, task lists, and coordinate with service providers.

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.

Requirements

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

Benefits

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.