Finance & Tax Support Virtual Assistant

Job not on LinkedIn

🔥 3 minutes ago

🌏 Anywhere in the World

⏳ Contract/Temporary

🟡 Mid-level

🟠 Senior

👨‍💼 Executive Assistant

👻 Ghost score 25%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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20four7VA

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2010

💼 Consulting

📦 Logistics

📣 Marketing

Consulting • Logistics • Marketing

20four7VA is a dedicated virtual assistant services company that provides customizable remote staffing solutions for businesses of all sizes. They offer a wide range of virtual assistant services, including administrative, business support, marketing, and technical assistance, helping clients to achieve efficiency and reduce overhead costs. With a robust team of skilled VAs, 20four7VA ensures that clients can focus on growing their business while their various needs are met by qualified professionals.

📋 Description

• Maintain and organize business financial records in QuickBooks • Record, categorize, and monitor business income and expenses • Review financial transactions for accuracy and completeness • Maintain accurate and up-to-date financial information • Track accounts, expenses, payments, and other financial activities • Assist with reconciliations and identify discrepancies or missing information • Organize financial records and supporting documentation • Prepare basic financial reports and summaries as requested • Monitor financial activity and flag unusual or outstanding transactions for review • Organize and track the client's personal financial information • Maintain records of personal financial transactions and documentation • Organize receipts, statements, and supporting financial documents • Maintain spreadsheets or other financial tracking systems • Keep business and personal financial information organized and separated • Organize financial records and documentation needed for tax preparation • Compile income, expenses, receipts, statements, and other relevant financial information • Maintain tax-related trackers and supporting documentation • Assist with identifying missing records or documents needed for tax preparation • Coordinate information and documentation with the client's tax professional or accountant • Support year-end financial organization and tax-preparation activities • Maintain financial tracking spreadsheets and reports • Update financial information regularly and ensure records remain organized • Track business and personal financial activity as directed by the client • Identify discrepancies, missing information, or unusual transactions and bring them to the client's attention • Provide organized summaries of financial information when requested • Help improve and maintain efficient financial tracking processes • Review financial or customer information within Housecall Pro, if required • Cross-reference relevant business transactions between Housecall Pro and QuickBooks • Identify discrepancies or missing information between systems • Maintain accurate financial records based on Housecall Pro information • Provide administrative and financial support for tax preparation without independently providing tax advice or making tax-related decisions unless appropriately qualified and authorized • Perform services professionally according to agreed timelines, guidelines, and deliverables • Work 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 finance, bookkeeping, or accounting experience preferred • Strong QuickBooks experience required • Experience with financial tracking and reporting required • Experience supporting tax preparation strongly preferred • Bookkeeping or accounting experience preferred • Experience managing both business and personal financial records is a plus • Housecall Pro experience is a plus • Strong spreadsheet skills required • Excellent attention to detail and accuracy • Ability to handle confidential financial information professionally • Experience working independently in a remote environment preferred • Experienced in bookkeeping, financial administration, or accounting support • Strong hands-on experience with QuickBooks • Detail-oriented and highly organized • Comfortable handling confidential business and personal financial information • Strong attention to accuracy when working with financial records • Able to identify discrepancies and missing information • Comfortable working independently with minimal supervision • Proactive in following up on incomplete or missing financial documentation • Strong organizational and time-management skills • Able to maintain clear and organized financial trackers • Comfortable learning and working across multiple financial and business systems • Good written English communication skills • QuickBooks • Housecall Pro – Preferred / Possible Requirement • Microsoft Excel or Google Sheets • Microsoft Office / Google Workspace • English language preference • Level A-C accent preference (Good written English)

🏖️ Benefits

• Competitive rates • Weekly payments • Various open roles are available • Free training and upskilling • Constant support and guidance • A vibrant community always ready to support you • Flexible daily working time • Remote work • 10 contracted hours per week