Financial Record Manager

20 hours ago

San Fernando, Central Luzon, Philippines beBeeFinance Full time $8,000 - $8,200
Job Title

Bookkeeper and Tax Specialist

Job Description

We are seeking a highly skilled and detail-oriented individual to manage our clients' financial records, prepare taxes, and provide expert advice on financial compliance. This role involves maintaining accurate and up-to-date financial records, recording daily financial transactions, and reconciling bank statements.

The ideal candidate will have extensive experience in bookkeeping and tax regulations to ensure our clients' financial health. They must be proficient in accounting software such as QuickBooks or Xero and have knowledge of federal and state tax laws and regulations.

As a Bookkeeper and Tax Specialist, you will analyze clients' financial data to identify trends, discrepancies, and areas for improvement. You will also provide recommendations for budgeting, forecasting, and financial management.

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
Required Skills and Qualifications
  • Proficiency in accounting software such as QuickBooks or Xero
  • 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
  • Work-from-home opportunity
  • 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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