Financial Professional

1 week ago

Pagadian, Zamboanga Peninsula, Philippines beBeeAccountant Full time ₱50,000 - ₱70,000
Job Description:

We are seeking a self-motivated accounting professional to join our team. This role is ideal for someone who takes full ownership of their work, communicates directly with clients, and can independently manage files from start to finish.

Responsibilities
  • Manage engagement work from planning through completion with minimal supervision.
  • Build and maintain strong client relationships by understanding client business models, and providing timely communication via phone and email.
  • Participate in planning meetings and contribute to engagement strategy with input from senior team members.
  • Review prior year files, draft preparatory client questions, and manage document collection to ensure smooth file progression.
  • Prepare compiled financial statements (NTR), note disclosures where applicable, and corporate tax returns (T2).
  • Prepare internal-use-only financial statements.
  • Monitor deadlines for tax filings, bank reporting, and other key deliverables, ensuring all engagements stay on track.
  • Prepare HST/GST returns, WSIB annual returns, and EHT returns.
  • Prepare adjusting journal entries and maintain full working paper documentation.
  • Perform GL account reviews for reasonability and accurate allocations.
  • Reconcile Canadian investment accounts and track tax-reporting data for capital assets.
  • Respond to CRA or tax authority inquiries regarding assessments and client accounts.
  • Draft technical memos with preliminary conclusions using appropriate accounting or tax standards.
  • Assist with client-side cash flow projections and budget-to-actual analysis.
  • Present data clearly using Excel, Word, CaseWare/CaseView, and iFirm.
  • Manage multiple projects and engagement timelines simultaneously.
  • Maintain continuous communication with Managers/Partners and flag issues, delays, or risks proactively.
  • Follow up persistently on outstanding items and client queries until resolution.
  • Support ad hoc and internal file requests, including working paper cleanups, special projects, or financial analysis.

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