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.
- Collaborate with the client and tax professionals to gather and organize financial information.
- Ensure timely and accurate tax filings.
- Generate regular financial reports using QuickBooks.
- Identify cost-saving opportunities and enhance financial efficiency.
- 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.
