Female Bookkeeping Professional

2 days ago

Cagayan de Oro, Northern Mindanao, Philippines beBeeBookkeeper Full time $7,800 - $8,000
Bookkeeper Job Summary

We are seeking a detail-oriented and empathetic Bookkeeper with expertise in US tax filing and exceptional client communication skills.

The ideal candidate will be responsible for managing client accounts, providing exceptional customer service, and handling various bookkeeping and tax-related tasks. This role requires a strong ability to connect with clients, understand their needs, and provide prompt and professional service.

Main Responsibilities:
  • Client Communication: Provide exceptional customer service by responding 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
Qualifications:
  • Proven experience: In bookkeeping and US tax filing
  • Clinical Skills: Strong ability to connect with clients, understand their needs, and provide exceptional customer service
  • Communication Skills: Excellent verbal and written communication skills
  • Technical Skills: Proficiency in using accounting software and file management systems
  • Organizational Skills: Strong organizational and time management skills
  • Attention to Detail: Attention to detail and accuracy in financial record-keeping
  • Independence: Ability to work independently and manage multiple tasks efficiently
  • Educational Background: High school diploma or equivalent; a degree in Accounting, Finance, or a related field is a plus

This is an entry-level position, requiring no prior experience in this specific field, but rather individuals who have a keen eye for detail, and enjoy working independently with minimal supervision.

This job offers a competitive salary and opportunities for growth and development within the company. The ideal candidate should possess excellent communication skills, both written and verbal, and be able to work effectively in a fast-paced environment.

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