Finance & Tax Support Virtual Assistant

This is a fully remote position, open to applicants anywhere in the world.

📋 Description

• Oversee and arrange business financial records using QuickBooks.

• Record, categorize, and track business income and expenditures.

• Assess financial transactions for precision and completeness.

• Ensure financial information is accurate and up-to-date.

• Monitor accounts, expenses, payments, and various financial activities.

• Aid in reconciliations and detect inconsistencies or missing information.

• Arrange financial records and supporting documents systematically.

• Generate basic financial reports and summaries upon request.

• Observe financial activity and highlight unusual or outstanding transactions for further review.

• Organize and manage the client's personal financial details.

• Keep records of personal financial transactions and associated documentation.

• Classify receipts, statements, and supporting financial documents.

• Maintain spreadsheets or other systems for financial tracking.

• Ensure business and personal financial information is organized and distinct.

• Prepare financial records and documentation necessary for tax preparation.

• Compile income, expenses, receipts, statements, and other pertinent financial data.

• Manage tax-related trackers and supporting documents.

• Assist in identifying any missing records or documents required for tax preparation.

• Collaborate with the client's tax professional or accountant to coordinate information and documentation.

• Support year-end financial organization and tax preparation tasks.

• Maintain financial tracking spreadsheets and reports.

• Regularly update financial information and ensure records stay organized.

• Track business and personal financial activities as instructed by the client.

• Identify discrepancies, missing information, or unusual transactions and alert the client.

• Provide organized summaries of financial data when requested.

• Assist in enhancing and maintaining effective financial tracking processes.

• Review financial or customer data within Housecall Pro, if necessary.

• Cross-check relevant business transactions between Housecall Pro and QuickBooks.

• Identify discrepancies or missing information across systems.

• Maintain accurate financial records based on information from Housecall Pro.

• Offer administrative and financial support for tax preparation without independently providing tax advice or making tax-related decisions unless suitably qualified and authorized.

• Execute services professionally in line with agreed timelines, guidelines, and deliverables.

• Commit to 10 hours per week, Monday through Friday, with flexible PST scheduling.

• Operate under a Master Services Agreement and Statement of Work.

⛳️ Requirements

• Intermediate to Senior-level experience in finance, bookkeeping, or accounting is preferred.

• Strong proficiency in QuickBooks is required.

• Experience in financial tracking and reporting is essential.

• Prior experience in supporting tax preparation is strongly preferred.

• Bookkeeping or accounting experience is desirable.

• Experience managing both business and personal financial records is an advantage.

• Familiarity with Housecall Pro is a plus.

• Strong skills in spreadsheets are required.

• Exceptional attention to detail and accuracy is necessary.

• Ability to handle confidential financial information with professionalism.

• Experience working independently in a remote setting is preferred.

• Background in bookkeeping, financial administration, or accounting support is valuable.

• Hands-on experience with QuickBooks is essential.

• Must be detail-oriented and highly organized.

• Comfort in handling confidential business and personal financial information is crucial.

• Strong focus on accuracy when dealing with financial records.

• Capable of identifying discrepancies and missing information.

• Comfortable working independently with minimal supervision.

• Proactive approach in following up on incomplete or missing financial documentation.

• Strong organizational and time-management abilities are required.

• Able to maintain clear and organized financial trackers.

• Comfortable learning and navigating multiple financial and business systems.

• Good written English communication skills are essential.

• Proficiency in QuickBooks is necessary.

• Experience with Housecall Pro is preferred or may be a requirement.

• Proficient in Microsoft Excel or Google Sheets.

• Familiarity with Microsoft Office or Google Workspace is expected.

• Preference for English language proficiency.

• Level A-C accent preference (Good written English).

🏝️ Benefits

• Competitive compensation rates.

• Weekly payment schedule.

• A variety of open roles are available.

• Opportunities for free training and upskilling.

• Ongoing support and guidance.

• A vibrant community readily available to provide support.

• Flexible daily working hours.

• Remote work options.

• Contracted for 10 hours per week.