Virtual Assistant Job at CrewBloom, Albany, NY

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  • CrewBloom
  • Albany, NY

Job Description

Virtual Assistant Opportunity

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.

Job Responsibilities:

  1. QuickBooks & Expense Oversight:
    • Maintain QuickBooks accounts for accurate income and expense tracking.
    • Efficiently manage and categorize personal and business-related expenses.
  2. Tax Planning Support:
    • Collaborate with the client and tax professionals to gather and organize financial information.
    • Ensure timely and accurate tax filings.
  3. Financial Reporting & Analysis:
    • Generate regular financial reports using QuickBooks.
    • Identify cost-saving opportunities and enhance financial efficiency.
  4. 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.
CrewBloom

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