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.
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.
