Virtual Assistant – Accounting and Financial Management

Company Overview:
We are a dynamic and growing video marketing business dedicated to helping businesses tell their story through powerful visual content. As part of our expansion, we are seeking a skilled Virtual Assistant with a strong background in accounting and financial management to join our team.

Responsibilities:
As our Virtual Assistant specialising in accounting and financial management, you will be responsible for the following tasks:

Record Keeping:
Maintain accurate and organised records of all financial transactions.

Expense Tracking:
Track and categorise business expenses, ensuring accurate and up-to-date records.

Tax Obligations:
Understand and manage all tax obligations, including income tax, GST, and other relevant taxes.

Quarterly BAS:
Prepare and lodge quarterly Business Activity Statements (BAS) in compliance with regulations.

Income Reporting:
Generate reports detailing business income from various sources.

Deductions:
Identify and claim eligible tax deductions for business expenses.

Financial Statements:
Prepare monthly Profit and Loss (P&L) statements and Balance Sheets.

Budgeting:
Collaborate with management to develop and maintain a comprehensive business budget.

Payment Tracking:
Monitor and track client payments, sending reminders for overdue invoices.

Monthly Reporting:
Prepare a monthly financial summary, highlighting key metrics and trends.

Qualifications:
Proven experience as a Virtual Assistant with a focus on accounting and financial management.
Strong understanding of tax regulations, BAS lodgement, and financial reporting.
Proficient in accounting software and tools (e.g., QuickBooks, Xero).
Excellent organisational and time-management skills.
Attention to detail and accuracy in record-keeping.
Effective communication skills to collaborate with the team and clients.

Answer these questions:

Experience and Familiarity:
Can you provide examples of your experience as a Virtual Assistant, specifically highlighting tasks related to accounting, financial management, and tax obligations? How familiar are you with using accounting software such as QuickBooks or Xero?

Organisation and Attention to Detail:
How do you ensure accuracy and organisation in record-keeping, especially when managing multiple financial transactions and deadlines? Can you share a specific example of a time when your attention to detail played a crucial role in maintaining accurate financial records?

Communication and Collaboration:
Effective communication is essential in a virtual work environment. How do you communicate with team members and clients to ensure clarity on financial matters? Can you share an experience where you successfully collaborated with others to achieve financial goals or resolve accounting-related issues?

How to Apply:
If you are a detail-oriented and experienced Virtual Assistant with a passion for supporting the financial health of a growing business, we want to hear from you! Please submit your resume and a cover letter detailing your relevant experience.