Financial Specialist

1 week ago


Barcelona, Philippines beBeeAccountant Full time ₱8,000,000 - ₱8,220,000
Job Opportunity: Financial Expert

We are seeking a highly skilled and detail-oriented Financial Specialist to manage our clients' financial records, prepare taxes, and provide expert advice on financial compliance.

Key Responsibilities:
  • Financial Record Management:
    • Maintain accurate and up-to-date financial records for multiple clients
    • Record daily financial transactions and reconcile bank statements
    • Prepare monthly and annual financial statements
  • Tax Preparation:
    • Prepare and file federal, state, and local tax returns
    • Ensure compliance with tax regulations and deadlines
    • Advise clients on tax-saving strategies
  • Financial Analysis:
    • Analyze clients' financial data to identify trends and areas for improvement
    • Provide recommendations for budgeting and financial management
  • Client Consultation:
    • Communicate effectively with clients regarding their financial situation
    • Address client inquiries and provide solutions related to tax and bookkeeping issues
Requirements:
  • Proven experience in bookkeeping with a strong focus on tax preparation and compliance
  • Proficiency in accounting software such as QuickBooks or Xero
  • Knowledge of federal and state tax laws and regulations
  • Excellent analytical and problem-solving skills
  • Strong communication skills and ability to work with clients in a friendly and professional manner


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