Female Accounting Professional with Tax Expertise

1 day ago


Pulong Santa Cruz, Calabarzon, Philippines beBeeBookkeeper Full time $7,800 - $8,000
Job Title: Female Accounting Professional with Tax Expertise

We are seeking a highly skilled Female Accounting Professional to join our team. The ideal candidate will possess expertise in US tax filing and exceptional client communication skills.

The successful candidate will be responsible for managing client accounts, providing excellent customer service, and handling various accounting and tax-related tasks. This role requires a strong ability to connect with clients, understand their needs, and provide prompt and professional service.

  • 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, accounting, 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
  • Accounting Tasks: Handle basic tasks related to accounting, 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:
  • Proven experience in accounting 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
Benefits:
  • Possible remote work arrangement
  • Opportunity to work with a variety of clients
  • Chance to develop skills in tax preparation and accounting
What We Offer:
  • A dynamic and supportive work environment
  • Ongoing training and professional development opportunities
  • A competitive salary and benefits package


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