Financial Portfolio Manager

1 day ago

Pasay, National Capital Region, Philippines beBeeTax Full time CA$40,000 - CA$80,000
Canadian Tax Specialist Job Opportunity\

This role is designed for a highly organized and detail-oriented individual to support the financial management of our client's real estate and development portfolio.

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  • Key Responsibilities:

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    • Maintain accurate financial records, process transactions, and prepare reports under the guidance of leadership and Canadian accounting partners.

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    • Perform full-cycle bookkeeping tasks in QuickBooks Online (Canadian edition) for multiple properties.

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    • Reconcile bank and credit card statements, as well as transactions from Airbnb, long-term rentals, and development projects.

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    • Accurately categorize transactions according to provided guidelines.

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    • Prepare data and schedules required for Goods and Services Tax (GST)/Harmonized Sales Tax (HST) returns for review and filing by our Canadian accountant.

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    • Assist in gathering documentation for year-end tax preparation and audits.

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    • Generate standard monthly financial reports (P&L, Balance Sheet, etc.) from QBO.

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    • Update and maintain financial tracking sheets (Google Sheets).

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    • Organize and manage digital receipts and documents using tools like Hubdoc and Google Drive, ensuring they are correctly matched to transactions.

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    • Help track recurring property-related accounts (utilities, taxes, insurance, mortgages) and flag upcoming renewals or payment dates.

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    • Prepare vendor payment lists for approval.

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    • Develop and implement efficient financial processes to ensure compliance with regulatory requirements.

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    • Required Skills and Qualifications:

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      • 2-3 years of experience in a bookkeeping or junior accountant role.

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      • Strong proficiency with QuickBooks Online. Experience with an international version (Canada, US, etc.) is a major plus.

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      • Experience working with international clients is highly desirable.

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      • Skilled in using Google Sheets/Excel for data management and tracking. Excellent organizational skills and a high attention to detail.

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      • Familiarity with receipt management tools (Hubdoc, Dext) is a plus.

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      • Good written and verbal English communication skills.

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      • A proactive attitude and a willingness to learn Canadian bookkeeping principles under supervision.

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      • Ability to work independently and as part of a team.

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      • Highly organized and able to prioritize tasks effectively.

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      • Excellent problem-solving and analytical skills.

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      • Ability to meet deadlines and handle multiple tasks simultaneously.

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      • Benefits:

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        • Meaningful work & Growth: We take every opportunity to stretch ourselves and deliver an excellent client experience.

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        • Employee as our biggest asset: We are genuinely invested in our people's career and welfare.

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        • Global reach & local impact: Get to work with high-growth startups and dynamic companies from the comfort of your own home.

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        • Powering global startups: We've created jobs that empower global start-ups to focus on growth.

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        • What You Bring:

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          We are looking for someone who shares our passion for delivering exceptional results and making a positive impact.

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          Apply now to join our team and be part of this exciting opportunity.

          \\[/ul>\

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