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Virtual Assistant

Remote:

Full Remote

Contract:

Full time

Work from:

Philippines

Offer summary

Qualifications:

Prior experience as a Virtual Assistant or in a similar role, Proficiency in Microsoft Office Suite and ideally experienced with QuickBooks, Familiarity with tax planning principles, Strong organizational, time management, written and verbal communication skills.

Key responsabilities:

Maintain QuickBooks accounts and manage personal and business-related expenses
Collaborate on tax planning and provide financial reporting and analysis support
Handle calendar, task lists, expense management, research tasks, CRM system
Consistently coordinate service providers and conduct industry research

CrewBloom Scaleup https://crewbloom.com/

201 - 500 Employees

See more CrewBloom offers

Job description

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.

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 8 GB 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.