Expert Financial Specialist

7 days ago


Rizal, Philippines beBeeFinancial Full time ₱8,000 - ₱8,200
Job Opportunity: Financial Expertise

We are seeking an experienced Financial Specialist to manage our clients' financial records, prepare taxes, and provide expert advice on financial compliance.

Key Responsibilities:
  • Financial Record Management:
    • Maintain accurate and up-to-date financial records for multiple clients.
    • 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:
  • Education:
    • Bachelor's degree in Accounting, Finance, or a related field.
  • Skills:
    • Strong knowledge of accounting principles, tax laws, and financial regulations.
    • Excellent analytical, communication, and problem-solving skills.
Benefits:

This position offers a competitive salary, comprehensive benefits package, and opportunities for professional growth and development.



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