Financial Expert

2 days ago

Cebu City, Central Visayas, Philippines beBeeTax Full time $7,200 - $8,000
Job Summary

As a skilled Bookkeeper, you will be responsible for managing client accounts and providing exceptional customer service. This includes handling various bookkeeping and tax-related tasks with expertise in US tax filing.

  • Client Communication: Respond 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.

Key Qualifications include:

  • Proven experience in bookkeeping and US tax filing.
  • Strong ability to connect with clients, understand their needs, and provide exceptional customer service.
  • Excellent verbal and written communication skills.
  • Proficiency in using accounting software and file management systems.
  • Strong organizational and time management skills.
  • Attention to detail and accuracy in financial record-keeping.
  • Ability to work independently and manage multiple tasks efficiently.

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