Financial Tax Specialist

2 days ago


Cebu City, Central Visayas, Philippines beBeeTax Full time ₱150,000 - ₱250,000
Tax Professional Position

We are seeking a detail-oriented and experienced tax professional to perform various tasks related to tax preparation, data entry, and client communication.

Key Responsibilities
  • Prepare and process tax documents, including 1099s, retirement income, and stock transactions.
  • Utilize specialized software for tax preparation and filing.
  • Perform data entry tasks, including transcribing and entering information from documents into relevant platforms.
  • Review documents and identify missing or incomplete information.
  • Manage client information and interact with clients through email and phone calls.
  • Use bookkeeping software for financial management.
  • Organize and upload documents using designated platforms.
  • Maintain an organized tax client hub for managing client data.
Qualifications
  • Proficiency in Microsoft Excel and other office tools.
  • At least 2+ years of experience in tax preparation or a related field.
  • Strong attention to detail and the ability to spot discrepancies or missing information.
  • Experience with tax-related software and other client management tools.
  • Excellent communication skills, both written and verbal.
  • Ability to handle client interactions via email and phone calls.
  • Experience with U.S. tax regulations is preferred.
Benefits

This position offers a competitive compensation package and opportunities for growth and development.

Additional Information

Applicants must have strong organizational skills and be able to work independently with minimal supervision.


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