Financial Operations Specialist

1 day ago

Mabalacat, Central Luzon, Philippines beBeeTax Full time $7,800 - $8,000
Job Title: Financial Operations Specialist

We are seeking a highly skilled financial operations specialist with expertise in US tax filing and exceptional client communication skills.

This role is ideal for someone who takes pride in maintaining accurate financial records, communicating effectively with clients, and ensuring seamless business operations.

  • Key Responsibilities:
  • 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.
  • Support for Tax Preparers: Support tax preparers by resolving client questions, monitoring notes, and ensuring all preparation stages are completed smoothly.
Requirements:
  • Must-Haves:
  • 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.
  • Nice-to-Haves:
  • High school diploma or equivalent; a degree in Accounting, Finance, or a related field is a plus.

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