Senior Financial Specialist

3 days ago

Pasig, National Capital Region, Philippines beBeeTax Full time ₱3,500,000 - ₱5,000,000

A tax specialist is required to work on various tasks related to tax filings and bookkeeping. Key responsibilities include preparing and filing federal, state, and local tax returns for individuals and businesses using ProConnect Tax. The role also involves managing and filing U.S. sales tax returns across multiple jurisdictions.

Key Responsibilities:

  • Prepare and file federal, state, and local tax returns for individuals and businesses using ProConnect Tax.
  • Manage and file U.S. sales tax returns across various jurisdictions.
  • Maintain clients' financial records in QBO Accountant, including reconciliations, transaction categorization, and troubleshooting discrepancies.
  • Perform routine bookkeeping tasks such as accounts payable/receivable management, reconciliations, and preparation of financial reports.
  • Respond to client inquiries related to tax filings and bookkeeping with professionalism and clarity.

Requirements:

  • Enrolled Agent (EA) credential, in active standing.
  • At least 2 years of experience in QuickBooks Online Accountant (QBO), bookkeeping, ProConnect Tax, and U.S. sales tax filings.
  • A strong understanding of federal, state, local, and sales tax laws and filing requirements.
  • Excellent attention to detail and organizational skills, with the ability to manage multiple deadlines.
  • Strong communication skills, both written and verbal.

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