Financial Specialist

1 day ago


Lipa City, Calabarzon, Philippines beBeeAccounting Full time ₱8,000 - ₱8,200

We are seeking a detail-oriented and knowledgeable professional to join our team as a Bookkeeper and Tax Specialist. This position involves managing financial records, preparing taxes, and providing expert advice on financial compliance.

Responsibilities
  • Bookkeeping Duties:
    • Maintain accurate and up-to-date financial records for multiple clients, including accounts payable and receivable
    • Record daily financial transactions and reconcile bank statements
    • Prepare monthly and annual financial statements, including profit and loss reports and balance sheets
  • Tax Preparation:
    • Prepare and file federal, state, and local tax returns for individuals and small businesses
    • Ensure compliance with tax regulations and deadlines
    • Advise clients on tax-saving strategies and financial planning to minimize tax liabilities
  • Financial Analysis:
    • Analyze financial data to identify trends, discrepancies, and areas for improvement
    • Provide recommendations for budgeting, forecasting, and financial management
  • Client Consultation:
    • Communicate effectively with clients regarding their financial situation and tax obligations
    • Address client inquiries and provide solutions related to tax and bookkeeping issues
  • Administrative Support:
    • Organize and maintain financial documents and ensure they are readily available for audits or reviews
    • Collaborate with other team members to support overall financial operations
Required Skills and Qualifications
  • Proficiency in accounting software such as QuickBooks, Xero, or similar
  • Knowledge of federal and state tax laws and regulations
  • Excellent analytical and problem-solving skills
  • Strong communication skills and ability to work with clients in a friendly and professional manner
  • CPA or equivalent certification preferred but not required
Benefits
  • Purely work-from-home
  • Night Shift (EST)
  • Weekly pay
Job Type
  • Full-time
Work Type
  • Remote
Industry
  • Accounting/Auditing
Seniority
  • Entry level


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