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Virtual Assistant (LATAM) at CrewBloom. 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.. . . 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.. . . Company Location: Mexico.