Senior Remote Bookkeeping Specialist

2 weeks ago

Porac, Philippines beBeeBookkeeper Full time $7,800 - $8,000
Remote Bookkeeper with US Tax Expertise

We are seeking a detail-oriented and empathetic individual to manage client accounts, provide exceptional customer service, and handle various bookkeeping and tax-related tasks. The ideal candidate will be responsible for connecting with clients, understanding their needs, and providing prompt and professional service.

  • Client Communication: Respond to client inquiries via email, phone, and chat, ensuring all client needs are met promptly and professionally
  • Account Management: Manage client accounts through file management systems, ensuring all documents are organized and readily available for tax filings
  • Document Assistance: Assist clients in gathering necessary documents for tax preparation, bookkeeping, and other financial needs
  • Meeting Coordination: Schedule and coordinate client meetings, including quarterly reviews, tax planning, and general consultations
  • Tax Preparation Pipeline: Monitor the tax preparation pipeline and ensure clients submit required documents in a timely manner
  • Bookkeeping Tasks: Handle basic tasks related to bookkeeping, such as requesting access to financial systems, preparing journal entries, and assisting with 1099 management
  • Tax Communications: Manage communications for tax projections, extensions, and the filing of returns
  • Support for Tax Preparers: Support tax preparers by resolving client questions, monitoring notes, and ensuring all preparation stages are completed smoothly

Key Qualifications:

  • Proven experience in bookkeeping and US tax filing
  • Strong ability to connect with clients, understand their needs, and provide exceptional customer service
  • Excellent verbal and written communication skills
  • Proficiency in using accounting software and file management systems
  • Strong organizational and time management skills
  • Attention to detail and accuracy in financial record-keeping
  • Ability to work independently and manage multiple tasks efficiently
  • High school diploma or equivalent; a degree in Accounting, Finance, or a related field is a plus

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