(Remote – Full-time | Client-Based | CrewBloom)
🧾 About the Role
CrewBloom is hiring a proactive, detail-obsessed Virtual Assistant to manage expense tracking, financial reporting, and day-to-day administrative tasks. You’ll be supporting a client’s personal and business operations with a focus on QuickBooks, tax planning, and operational organization. If you’ve got experience juggling numbers and calendars while making it all look easy—this one’s for you.
âś… Position Highlights
• Full-time, fully remote
• Focus on financial tracking + executive assistant tasks
• QuickBooks and tax organization support
• Hands-on with CRM, Shopify, lead gen, and social media
• High-growth, high-trust work environment
📋 What You’ll Own
QuickBooks & Financial Oversight
• Maintain accurate income/expense records in QuickBooks
• Categorize personal and business expenses
• Generate financial reports, identify inefficiencies
Tax Planning Support
• Collaborate with tax professionals and the client to prep filings
• Ensure documentation and deadlines are met
Admin & Ops Tasks
• Manage calendar and running to-do lists
• Research 2024–2025 trade shows and industry events
• Maintain CRM systems and organize contact data
• Coordinate service providers and vendor relationships
• Conduct competitive industry research
Digital Support
• Manage Shopify storefront (setup + updates)
• Light social media oversight and content posting
• Support lead generation strategies
🎯 Must-Have Traits
• Prior experience as a Virtual Assistant or Executive Assistant
• Proficiency in QuickBooks (required), tax prep familiarity a plus
• Strong MS Office skills (Excel, Word, Outlook)
• Organized, trustworthy, and good with confidential info
• Excellent communicator (written + verbal)
• Detail-oriented and independently driven
• CRM and Shopify experience is a bonus
• Comfortable wearing many hats
đź’» Remote Tech Requirements
• Internet: Primary (15 Mbps+), Backup (10 Mbps+, works during outages)
• Devices:
• Primary: Intel i5 (8th gen+), Ryzen 5+, or equivalent w/ 8 GB RAM
• Backup: Intel i3 minimum, power-stable
• Webcam, noise-canceling USB headset
• Quiet home office
• Smartphone for verification/communication
💡 Why It’s a Win for Remote Pros
Get the flexibility to work from anywhere while using your operational skills to support real business impact. At CrewBloom, you’ll grow your capabilities across tools, systems, and strategies—while helping streamline someone’s business and life.
✍️ Call to Action
If you’re the kind of person who thrives behind the scenes—balancing QuickBooks entries with a packed schedule—apply now and start making your mark.