Financial Record Manager

1 week ago

Hagonoy, Central Luzon, Philippines beBeeFinancial Full time ₱400,000 - ₱700,000
Job Title: Financial Record Manager

Job Summary:

  • We are seeking a highly organized and detail-oriented individual to manage our financial records, prepare tax filings, and ensure compliance with local, state, and federal regulations.
Key Responsibilities
  1. Accurately maintain and update financial records, including accounts payable, accounts receivable, and general ledger entries.
  2. Prepare and file tax returns in compliance with local, state, and federal laws and regulations.
  3. Reconcile bank statements and monitor cash flow to identify potential issues.
  4. Assist in the preparation of financial statements, reports, and budgets to provide accurate financial information.
  5. Monitor and ensure compliance with tax laws and regulations to minimize risks and penalties.
  6. Respond to tax-related inquiries and coordinate with tax authorities as needed to resolve any issues.
  7. Process payroll and ensure accurate and timely payment of employee salaries and benefits.
  8. Conduct regular audits to identify and resolve discrepancies in financial records.
  9. Collaborate with internal and external auditors to ensure accurate and timely completion of audits.
  10. Provide support during the annual budget process and assist with financial forecasting to ensure accurate financial planning.
  11. Communicate effectively with clients, vendors, and team members to ensure clarity and accuracy in all financial transactions.
  12. Provide exceptional customer service by responding to client inquiries via phone, email, or chat, ensuring all client needs are met promptly and professionally.
  13. Manage client accounts through secure file management systems to ensure all documents are organized and readily available for tax filings.
  14. Assist clients in gathering necessary documents for tax preparation, bookkeeping, and other financial needs.
  15. Schedule and coordinate client meetings, including quarterly reviews, tax planning, and general consultations.
  16. Monitor the tax preparation pipeline and ensure clients submit required documents in a timely manner.
  17. Handle basic tasks related to bookkeeping, such as requesting access to financial systems, preparing journal entries, and assisting with 1099 management.
  18. Manage communications for tax projections, extensions, and the filing of returns.
  19. Support tax preparers by resolving client questions, monitoring notes, and ensuring all preparation stages are completed smoothly.
  20. Maintain confidentiality and security of all financial data.
Requirements and Qualifications
  1. Bachelor's degree in Accounting, Finance, or a related field.
  2. Minimum of 3 years of experience in bookkeeping, accounting, or tax preparation.
  3. Proficiency in accounting software such as QuickBooks, Xero, or similar tools.
  4. Strong understanding of local, state, and federal tax regulations.
  5. Excellent analytical and organizational skills.
  6. High attention to detail and accuracy.
  7. Strong ability to connect with people, understand their needs, and provide excellent customer service.
Benefits
  • Mid-Senior level position with opportunities for professional growth.
  • Full-time employment with competitive compensation and benefits.
  • Accounting/Auditing and Finance job function.
  • Technology, Information and Internet industry.

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