Virtual Assistant – Payroll/Bookkeeping Processing and Customer Success Manager

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TYPE OF WORK

Full Time

SALARY

TBD

HOURS PER WEEK

TBD

DATE POSTED

Jan 28, 2025

JOB OVERVIEW

Job Type: Full-Time, Remote

Work Schedule: 10:00 AM - 7:00 PM EST, Monday to Friday


We are seeking a detail-oriented and proactive Virtual Assistant to support with payroll and bookkeeping processes while ensuring exceptional customer success. The ideal candidate will have a strong background in payroll, bookkeeping, and client communication.


Key Responsibilities

Payroll and Bookkeeping:

- Process payroll accurately and on time.
- Oversee payroll taxes to ensure compliance.
- Perform data entry and reconciliation for bookkeeping tasks.


Customer Success Management:

- Manage customer success processes, including onboarding and addressing client inquiries.
- Maintain clear and timely communication with clients, especially during onboarding or clean-up projects.
- Resolve client concerns promptly and professionally.


Financial Reporting:

- Ensure financial reports are balanced and reconciled every month.
- Prepare clean, timely, and compliant financial reports for clients.




Tools & Platforms
QuickBooks Online
Google Workspace (G Suite)
Zoom



Qualifications

- Strong knowledge of bookkeeping, payroll, and payroll taxes.
- Proficient in QuickBooks Online and other financial tools.
- Excellent communication skills in clear English, with strong people skills.
- Experience working with small businesses, non-profits, or similar organizations is a plus.
- Detail-oriented and able to meet deadlines consistently.


Seeking a VA who:

- Thrives on building strong client relationships through excellent communication and timely delivery.
- Can anticipate client needs and provide solutions proactively.
- Understands the unique challenges faced by small businesses and non-profits.


Please send your application to christinasantone1222@gmail.com.

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