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.
The usual starting rate for this role is 6 to 7 USD per hour.
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.Minimum Technical and Work Environment Requirements :
Internet Connection :Primary internet connection with a minimum speed of 15 Mbps .Backup internet connection with at least 10 Mbps .Backup connection must be capable of supporting work during a power outage.Primary Device :Desktop or laptop equipped with at least :Intel Core i5 (8th generation or newer) , Intel Core i3 (10th generation or newer) , AMD Ryzen 5 , or an equivalent processor.A minimum of 8 GB RAM .Backup Device :Must meet or exceed the performance of an Intel Core i3 processor.Must be functional during power interruptions.Peripherals and Workspace :A functioning webcam .A noise-canceling USB headset .A quiet, dedicated home office space .A smartphone for communication and verification purposes.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.