
Financial Management Specialist
11 hours ago
We are seeking a detail-oriented and knowledgeable Financial Management Specialist to join our dynamic team. This position involves managing clients' financial records, preparing taxes, and providing expert advice on financial compliance.
Duties- Bookkeeping Duties:
- Maintain accurate and up-to-date financial records for multiple clients, including accounts payable and receivable.
- Record daily financial transactions and reconcile bank statements.
- Prepare monthly and annual financial statements, including profit and loss reports and balance sheets.
- Tax Preparation:
- Prepare and file federal, state, and local tax returns for individuals and small businesses.
- Ensure compliance with tax regulations and deadlines.
- Advise clients on tax-saving strategies and financial planning to minimize tax liabilities.
- Financial Analysis:
- Analyze clients' financial data to identify trends, discrepancies, and areas for improvement.
- Provide recommendations for budgeting, forecasting, and financial management.
- Client Consultation:
- Communicate effectively with clients regarding their financial situation and tax obligations.
- Address client inquiries and provide solutions related to tax and bookkeeping issues.
- Administrative Support:
- Organize and maintain financial documents and ensure they are readily available for audits or reviews.
- Collaborate with other team members to support overall financial operations.
- Experience in bookkeeping, with a strong focus on tax preparation and compliance.
- Proficiency in accounting software such as QuickBooks, Xero, or similar.
- 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.
- CPA or equivalent certification preferred but not required.
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Financial Operations Specialist
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