Financial Specialist

1 day ago

Cagayan de Oro, Northern Mindanao, Philippines beBeeTax Full time ₱8,000 - ₱8,200
Financial Specialist Role Overview

This Financial Specialist role involves managing financial records, preparing taxes, and providing expert advice on financial compliance.

Key Responsibilities:
  • Financial Management Duties:
    • 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, 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.
Requirements:
  • Experience in financial management, 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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