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 for 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.
• Build and maintain a CRM system for efficient data management.
• Implement lead-generation strategies to support business goals.

Requirements

• Experience with QuickBooks and expense management.
• Strong organizational skills and attention to detail.
• Ability to collaborate with tax professionals.
• Proficiency in financial reporting and analysis.
• Experience in managing social media accounts.
• Knowledge of Shopify for storefront management.
• Ability to conduct industry research.
• Experience in lead generation strategies.

Benefits

• Flexible working hours.
• Opportunity to work remotely.
• Engagement in diverse tasks and responsibilities.
• Collaboration with professionals in the finance sector.
• Potential for professional growth and development.