Financial Services Specialist

24 hours ago

Batangas, Calabarzon, Philippines beBeeFinancial Full time ₱8,000 - ₱8,200

Job Title: Financial Services Specialist

Job Summary

We are seeking a detail-oriented and knowledgeable Financial Services Specialist to join our dynamic team. This position involves managing financial records, preparing taxes, and providing expert advice on financial compliance.

Key Responsibilities
  • Bookkeeping Duties:
    • Maintain accurate and up-to-date financial records for multiple clients, including accounts payable and receivable
    • Record daily financial transactions and reconcile bank statements
    • Prepare monthly and annual financial statements, including profit and loss reports and balance sheets
  • Tax Preparation:
    • Prepare and file federal, state, and local tax returns for individuals and small businesses
    • Ensure compliance with tax regulations and deadlines
    • Advise clients on tax-saving strategies and financial planning to minimize tax liabilities
  • Financial Analysis:
    • Analyze clients' financial data to identify trends, discrepancies, and areas for improvement
    • Provide recommendations for budgeting, forecasting, and financial management
  • Client Consultation:
    • Communicate effectively with clients regarding their financial situation and tax obligations
    • Address client inquiries and provide solutions related to tax and bookkeeping issues
  • Administrative Support:
    • Organize and maintain financial documents and ensure they are readily available for audits or reviews
    • Collaborate with other team members to support overall financial operations
    Requirements
    • A minimum of 2 years of experience in bookkeeping and tax preparation
    • Proficiency in accounting software such as QuickBooks, Xero, or similar
    • Knowledge of federal and state tax laws and regulations
    • Excellent analytical and problem-solving skills
    • Strong communication skills and ability to work with clients in a friendly and professional manner
    • CPA or equivalent certification preferred but not required
    Benefits
    • Purely remote work environment
    • Night shift (EST)
    • Weekly pay
    Seniority Level
    • Entry-level
    Employment Type
    • Full-time
    Job Function
    • Accounting/Auditing
    Industries
    • Technology, Information and Internet

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