Virtual Assistant

  • Anywhere

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:

  1. 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.

    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 8GB 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


    • 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.