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CrewBloom

Virtual Assistant (LATAM)

Remote / Mexico City, Mexico City, mx
full-time regular 289d ago
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 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. 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. Benefits 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.

This job has more than 30 days. You can find more up-to-date jobs using the search box.