divh2Virtual Assistant Opportunity / h2pWe 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. / ppstrongJob Responsibilities : / strong / pollistrongQuickBooks Expense Oversight : / strong / liulliMaintain QuickBooks accounts for accurate income and expense tracking. / liliEfficiently manage and categorize personal and business-related expenses. / li / ullistrongTax Planning Support : / strong / liulliCollaborate with the client and tax professionals to gather and organize financial information. / liliEnsure timely and accurate tax filings. / li / ullistrongFinancial Reporting Analysis : / strong / liulliGenerate regular financial reports using QuickBooks. / liliIdentify cost-saving opportunities and enhance financial efficiency. / li / ullistrongAdditional Responsibilities : / strong / liullistrongCalendar and To-Do Lists : / strong / liulliMaintain the clients calendar and ongoing task lists. / li / ullistrongExpense Management : / strong / liulliEffectively manage and organize all personal and business-related expenses. / li / ullistrongResearch and Event Planning : / strong / liulliResearch industry trade shows and events for 2024-2025 to attend. / li / ullistrongCRM System : / strong / liulliBuild and maintain a CRM system for efficient data management. / li / ullistrongService Provider Coordination : / strong / liulliCoordinate and manage relationships with service providers. / li / ullistrongIndustry Research : / strong / liulliConduct competitive industry research to provide insights. / li / ullistrongSocial Media Management : / strong / liulliManage social media accounts as needed. / li / ullistrongShopify Storefront : / strong / liulliCreate and maintain a Shopify storefront. / li / ullistrongLead Generation : / strong / liulliImplement lead-generation strategies to support business goals. / li / ul / ul / ol / div
Virtual Assistant • Oxnard, CA, US