Financial Portfolio Coordinator

1 day ago

Tarlac City, Central Luzon, Philippines beBeeTax Full time ₱20,000 - ₱42,000
Job Overview

We are seeking a meticulous Canadian Tax Specialist to provide financial support for our real estate and development portfolio.

About the Role

This position entails maintaining accurate financial records, processing transactions, and preparing reports under the guidance of our leadership and Canadian accounting partners.

Key Responsibilities:
  • Manage full-cycle bookkeeping tasks in QuickBooks Online (Canadian edition) for multiple properties.
  • Reconcile bank and credit card statements, as well as transactions from Airbnb, long-term rentals, and development projects.
  • Categorize transactions accurately according to provided guidelines.
Tax & Compliance Support:
  • Prepare data and schedules required for Goods and Services Tax (GST)/Harmonized Sales Tax (HST) returns for review and filing by our Canadian accountant.
  • Assist in gathering documentation for year-end tax preparation and audits.
Reporting & Administration:
  • Generate standard monthly financial reports (P&L, Balance Sheet, etc.) from QBO.
  • Update and maintain financial tracking sheets (Google Sheets).
  • Organize and manage digital receipts and documents using tools like Hubdoc and Google Drive, ensuring they are correctly matched to transactions.
  • Help track recurring property-related accounts (utilities, taxes, insurance, mortgages) and flag upcoming renewals or payment dates.
  • Prepare vendor payment lists for approval.

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