Virtual Assistant

We are hiring a detailoriented 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:
2. • Maintain QuickBooks accounts for accurate income and expense tracking.
   • Efficiently manage and categorize personal and businessrelated 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 costsaving opportunities and enhance financial efficiency.
           • • Additional Responsibilities:
             • • Calendar and ToDo Lists:
               • • Maintain the clients calendar and ongoing task lists.
                 • • Expense Management:
                   • • Effectively manage and organize all personal and businessrelated expenses.
                     • • Research and Event Planning:
                       • • Research industry trade shows and events for 20242025 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 leadgeneration 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.
                                                   • Detailoriented 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 noisecanceling 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.
                                                                       • FastPaced Thrills: Thrive in a highenergy, 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.
                                                                       • WorkLife Balance at Its Best: Say goodbye to stressful commutes and hello to quality time with loved ones. Achieve a healthy worklife integration to perform at your best.