Virtual Assistant - Remote

Overview

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.

In Short

• Maintain QuickBooks accounts for accurate income and expense tracking.
• Efficiently manage and categorize personal and business-related expenses.
• Collaborate with the client and tax professionals to gather and organize financial information.
• Ensure timely and accurate tax filings.
• Generate regular financial reports using QuickBooks.
• Identify cost-saving opportunities and enhance financial efficiency.
• Maintain the client's calendar and ongoing task lists.
• Research industry trade shows and events for 2024-2025 to attend.
• Build and maintain a CRM system for efficient data management.
• Manage social media accounts as needed.

Requirements

• Experience with QuickBooks and expense management.
• Proactive and organized work style.
• Ability to handle personal finances effectively.
• Strong communication skills.
• Experience in financial reporting and analysis.
• Knowledge of CRM systems.
• Ability to conduct industry research.
• Experience with social media management.
• Familiarity with Shopify.
• Lead generation experience.

Benefits

• Flexible working hours.
• Opportunity to work with diverse clients.
• Remote work environment.
• Professional development opportunities.
• Supportive team culture.