(Remote – Full-Time, Client-Based) | 🌍 Work from anywhere in the U.S.
🧾 About the Role
CrewBloom is hiring a highly organized and versatile Virtual Assistant to support a client with QuickBooks, tax planning, calendar management, research, and more. If you’ve got a knack for detail, strong financial literacy, and the ability to juggle multiple priorities, this role puts your skills to work from the comfort of your home.
✅ Position Highlights
• Full-time, remote position
• Hands-on role with QuickBooks, tax planning, and financial reporting
• Variety of tasks spanning admin support, CRM setup, and Shopify management
• Freedom to work from a quiet, home-based office
📋 What You’ll Own
QuickBooks & Finance
• Maintain QuickBooks for income and expense tracking
• Categorize and manage personal and business expenses
• Generate and analyze regular financial reports
• Support tax planning in coordination with professionals
Administrative Tasks
• Manage calendars and to-do lists
• Coordinate service providers and vendors
• Conduct industry research and maintain CRM
Business Support
• Research and plan trade show attendance for 2024–2025
• Manage social media accounts (as needed)
• Build and update a Shopify storefront
• Implement lead generation strategies to drive growth
🎯 Must-Have Traits
• Prior experience as a Virtual Assistant or in a similar remote support role
• Strong QuickBooks skills preferred
• Understanding of tax planning concepts
• Familiar with Microsoft Office Suite (Word, Excel, Outlook, PowerPoint)
• Organized, detail-oriented, and trustworthy with confidential data
• Excellent time management and communication skills
• Self-starter with the ability to prioritize independently
• Previous remote work experience is a plus
💻 Remote & Tech Requirements
Internet:
• 15 Mbps minimum (primary)
• 10 Mbps minimum (backup)
• Backup must be capable during power outages
Devices:
• Primary: Desktop or laptop with at least Intel Core i5 (8th gen or newer), i3 (10th gen or newer), or AMD Ryzen 5, and 8 GB RAM
• Backup: Functional with at least i3-level performance
Workspace & Tools:
• Webcam
• Noise-canceling USB headset
• Quiet, dedicated home office
• Smartphone for verification/communication
💡 Why This Role Matters
You’ll be the right hand for someone managing a blend of business and personal operations. From keeping books balanced to making sure no task falls through the cracks, your support keeps everything running smoothly.
✍️ Call to Action
If you’re ready to step into a role where your organization, financial knowledge, and tech-savvy mindset make a real difference—apply now and bring clarity to the chaos.