Financial Specialist

1 day ago


Paranaque City, Calabarzon, Philippines beBeeFinancial Full time ₱8,000 - ₱8,200
Financial Specialist Job Description

This is a critical role that involves overseeing the financial records, preparing taxes, and providing expert advice on financial compliance to clients.

Responsibilities:
  • Bookkeeping Duties:
    • Ensure accurate and up-to-date financial records are maintained 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
    • Comply with tax regulations and meet 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


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