[Hiring] Finance & Tax Support Virtual Assistant @20four7VA

Role Description

20four7VA is seeking offshore independent contractors to deliver remote services to clients worldwide, with a primary focus on developed markets such as the United States, the United Kingdom, Canada, and Australia. The client seeks an experienced Finance & Tax Support Virtual Assistant to provide ongoing financial administration and tracking support for business and personal finances.

The ideal candidate will have hands-on experience with QuickBooks, financial tracking, bookkeeping, and tax preparation support. The VA will help maintain accurate financial records, organize financial information, monitor transactions, and prepare documentation needed for tax-related activities.

This is a long-term, ongoing opportunity for a highly organized and detail-oriented professional who can work independently and maintain confidentiality when handling sensitive business and personal financial information.

The objective of each engagement is to assist the client in improving business efficiency, enhancing service delivery, or supporting operational functions through high-quality, task-specific services rendered by a qualified contractor.

Qualifications

• 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.

Requirements

• 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.
• Assist with organizing and tracking the client's personal financial information.
• Maintain accurate records of personal financial transactions and documentation.
• Organize receipts, statements, and other supporting financial documents.
• Maintain spreadsheets or other financial tracking systems as needed.
• Keep business and personal financial information properly 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 financial records or documents needed for tax preparation.
• Coordinate information and documentation as needed 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.
• Assist with reviewing financial or customer information within Housecall Pro, if required.
• Help cross-reference relevant business transactions between Housecall Pro and QuickBooks.
• Identify discrepancies or missing information between systems.
• Assist with maintaining accurate financial records based on information available through Housecall Pro.

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
• And more!