Description
We are hiring a detail-oriented Virtual Assistant with experience in QuickBooks and expense management for optimal tax planning. The adecuado candidate will be proactive, organized, and adept at handling personal finances, along with a diverse skill set.
The usual starting rate for this role is 6 to 7 USD per hour.
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.
- Abili

📌 Virtual Assistant (Argentina)
🏢 CrewBloom
📍 Argentina