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.
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 ********* 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.
Minimum Technical and Work Environment Requirements:
Internet Connection:
Primary internet connection with a minimum speed of
15 Mbps
.
Backup internet connection with at least
10 Mbps
.
Backup connection must be capable of supporting work during a power outage.
Primary Device:
Desktop or laptop equipped with at least:
Intel Core i5 (8th generation or newer)
,
Intel Core i3 (10th generation or newer)
,
AMD Ryzen 5
, or an equivalent processor.
A minimum of
8 GB RAM
.
Backup Device:
Must meet or exceed the performance of an
Intel Core i3
processor.
Must be functional during power interruptions.
Peripherals and Workspace:
A functioning
webcam
.
A
noise-canceling USB headset
.
A
quiet, dedicated home office space
.
A
smartphone
for communication and verification purposes.
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 idóneo 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.

📌 Virtual Assistant (Latam) (México)
🏢 CrewBloom
📍 México