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:

1. 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.