Lead Financial Specialist

1 week ago

Pagadian, Zamboanga Peninsula, Philippines beBeeFinancial Full time ₱250,000 - ₱500,000
Job Description:

Maintain accurate financial records, prepare tax filings, and ensure compliance with local, state, and federal regulations. This role requires strong analytical skills, attention to detail, and ability to connect with people.

Responsibilities:
  • Maintain accurate and up-to-date financial records
  • Prepare and file tax returns in compliance with 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 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
  • Collaborate with internal and external auditors to ensure accurate completion of audits
  • Provide support during the annual budget process and assist with financial forecasting
  • Communicate effectively with clients, vendors, and team members to ensure clarity and accuracy in all financial transactions
  • Provide exceptional customer service by responding to client inquiries and meeting their needs promptly and professionally
  • Manage client accounts through file management systems and ensure all documents are organized for tax filings
  • Assist clients in gathering necessary documents for tax preparation, bookkeeping, and other financial needs
  • Schedule and coordinate client meetings for 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 and preparing journal entries
  • Manage communications for tax projections, extensions, and return filing
  • Support tax preparers by resolving client questions and ensuring smooth preparation stages
  • Maintain confidentiality and security of all financial data
Qualifications:
  • Bachelor's degree in Accounting or Finance
  • Minimum 3 years of experience in bookkeeping, accounting, or tax preparation
  • Proficiency in accounting software like QuickBooks or Xero
  • Strong understanding of local, state, and federal tax regulations
  • Excellent analytical and organizational skills
  • High attention to detail and accuracy
  • Ability to connect with people and provide exceptional customer service
Benefits:

This is an excellent opportunity to develop your skills in accounting and tax preparation while providing exceptional customer service.

Requirements:
  • Mid-Senior level candidate
  • Full-time employment
  • Accounting/Auditing and Finance job function
  • Technology industry

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