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 h
