Virtual Assistant

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. 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. 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.