Financial Services Specialist

1 week ago

Barcelona, Philippines beBeeAccounting Full time ₱500,000 - ₱1,000,000

Key Responsibilities:

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We are seeking a highly skilled professional to take on the role of Financial Services Specialist. As a key member of our team, you will be responsible for providing expert accounting services to clients, including preparing financial statements, income tax returns and Business Activity Statements.

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Your duties will involve working closely with clients to understand their goals and objectives, and providing training on the use of client accounting programs such as XERO, MYOB and Reckon.

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  • Prepare financial statements, income tax returns and Business Activity Statements for sole traders, partnerships, trusts and companies.\
  • Remain current with tax law changes.\
  • Interpret and understand tax law and explain the law and implications to clients.\
  • Maintenance and completion of client history, trust details.\
  • Develop and implement efficient systems and processes to ensure high-quality results and meet deadlines.\
  • Collaborate with cross-functional teams to achieve business objectives and drive growth.\
  • Identify and capitalize on new business opportunities through proactive networking and relationship-building.\
  • Continuously develop skills and knowledge in accounting and finance to stay up-to-date with industry developments.\
  • Contribute to the development and implementation of policies and procedures that promote a positive work environment and support business goals.\
  • Stay informed about regulatory requirements and industry trends to ensure compliance and competitiveness.\
  • Provide exceptional customer service by being responsive, courteous, and knowledgeable.\
  • Work collaboratively with colleagues to achieve common goals and deliver outstanding results.\
  • Take ownership of tasks and responsibilities, prioritizing effectively to meet deadlines and exceed expectations.\
  • Actively seek feedback and coaching to improve performance and achieve career goals.\
  • Assist in maintaining accurate records, files, and documentation as required.\
  • Perform other related duties as assigned or requested.\
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    • A Bachelor of Commerce with a major in Accounting, or a similar relevant qualification\
    • 2 plus years' experience in a similar role\
    • Good working knowledge of Microsoft Office applications, in particular, Excel\
    • Ability to quickly adapt to new software (experience using Xero, MOYB and/or QuickBooks, and APS would be an advantage)\
    • Strong analytical and problem-solving skills, with attention to detail and accuracy\
    • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues\
    • Proactive approach to learning and self-development, with a willingness to take on new challenges and responsibilities\
    • Highly organized and self-motivated, with the ability to prioritize tasks and manage time effectively\
    • Results-driven and goal-oriented, with a focus on delivering high-quality results and meeting deadlines\
    • Flexibility to work in a fast-paced environment and adapt to changing priorities and demands\
    • Ability to maintain confidentiality and handle sensitive information discreetly\
    • Adaptability to work in different settings and environments\
    • Flexibility to work varying shifts and hours if required\
    • Reliability and punctuality in attending meetings and appointments\
    • Respect and consideration for others in the workplace\
    • Positive attitude and a passion for delivering exceptional results\
    • Self-motivation and a desire to succeed in a challenging role\

This is an excellent opportunity for someone who is looking to take their career to the next level and work with a dynamic and growing company.

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