Expert Financial Coordinator

1 week ago

Rizal, Philippines beBeeBookkeeper Full time $7,800 - $8,000
Job Title: Detail-Oriented Bookkeeper

We are seeking a highly organized and empathetic bookkeeper to manage client accounts, provide exceptional customer service, and handle various bookkeeping tasks.

  • 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, bookkeeping, 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.
    • Bookkeeping Tasks: Handle basic tasks related to bookkeeping, 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.
Qualifications:
  • Proven experience in bookkeeping 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.
  • High school diploma or equivalent; a degree in Accounting, Finance, or a related field is a plus.
Benefits:
  • Competitive salary and benefits package.
  • Ongoing training and professional development opportunities.
  • A dynamic and supportive work environment.

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