Senior Bookkeeping Professional

3 days ago


Baguio City, Cordillera, Philippines beBeeBookkeeper Full time $7,800 - $8,000
Bookkeeper and US Tax Specialist

We are seeking a highly skilled bookkeeper with expertise in US tax filing to join our team. As a key member of our accounting department, you will be responsible for managing client accounts, ensuring accurate financial record-keeping, and providing exceptional customer service.

  • Key Responsibilities:
  • Manage client accounts through file management systems, ensuring all documents are organized and readily available for tax filings.
  • Assist clients in gathering necessary documents for tax preparation, bookkeeping, and other financial needs.
  • Schedule and coordinate client meetings, including quarterly reviews, tax planning, and general consultations.
  • Monitor the tax preparation pipeline and ensure clients submit required documents in a timely manner.
  • Handle basic tasks related to bookkeeping, such as requesting access to financial systems, preparing journal entries, and assisting with 1099 management.
  • Manage communications for tax projections, extensions, and the filing of returns.
  • 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.
  • 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.
  • High school diploma or equivalent; a degree in Accounting, Finance, or a related field is a plus.


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