Senior Financial Operations Associate

1 week ago


Barcelona, Philippines beBeeFinancial Full time $7,800 - $8,000
Job Title:

Financial Operations Specialist

Key Responsibilities:
  • Client Support: Deliver exceptional customer experiences by providing timely and professional responses to client inquiries via multiple channels.
  • Account Management: Manage client accounts efficiently through the use of file management systems, ensuring all documents are accurately organized and readily available for review.
  • Document Assistance: Assist clients in gathering necessary financial documents for bookkeeping, tax preparation, and other financial services.
  • Meeting Coordination: Schedule and coordinate client meetings, including quarterly reviews, financial planning, and general consultations.
  • Tax Compliance: Monitor tax compliance and ensure clients submit required documents in a timely manner.
  • Bookkeeping Tasks: Perform various tasks related to bookkeeping, such as requesting access to financial systems, preparing journal entries, and assisting with 1099 management.
  • Tax Planning: Provide guidance on tax planning and communications for tax projections, extensions, and return filing.
  • Team Support: Collaborate with tax preparers to resolve client questions, monitor progress notes, and ensure smooth completion of preparation stages.
Qualifications:
  • Proven experience in bookkeeping and financial operations.
  • Strong ability to build relationships 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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