
Financial Services Professional
1 day ago
The Financial Services Professional is a mid-senior level full-time position responsible for maintaining accurate financial records, preparing tax filings, and ensuring compliance with local, state, and federal regulations.
This role requires a strong ability to connect with people, understand their needs, and provide exceptional customer service. The individual will work closely with the finance team to manage day-to-day bookkeeping tasks and support the overall financial health of the organization.
Key Responsibilities- Maintain accurate and up-to-date financial records, including accounts payable, accounts receivable, and general ledger entries.
- Prepare and file tax returns in compliance with local, state, and federal regulations.
- Reconcile bank statements and monitor cash flow.
- Assist in the preparation of financial statements, reports, and budgets.
- Monitor and ensure compliance with tax laws and regulations.
- Respond to tax-related inquiries and coordinate with tax authorities as needed.
- Process payroll and ensure accurate and timely payment of employee salaries.
- Conduct regular audits to identify and resolve discrepancies in financial records.
- Bachelor's degree in Accounting, Finance, or a related field.
- Minimum of 3 years of experience in bookkeeping, accounting, or tax preparation.
- Proficiency in accounting software such as QuickBooks, Xero, or similar tools.
- Strong understanding of local, state, and federal tax regulations.
- Excellent analytical and organizational skills.
- High attention to detail and accuracy.
- Strong ability to connect with people, understand their needs, and service them.
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