Financial Portfolio Manager

7 days ago

Tanauan, Calabarzon, Philippines beBeeTax Full time ₱500,000 - ₱750,000
Job Description

We are seeking a meticulous and organized Tax Specialist to support our client's real estate and development portfolio. You will be responsible for maintaining accurate financial records, processing transactions, and preparing reports under the guidance of the client's leadership and accounting partners.

This role is perfect for someone with strong bookkeeping skills who is eager to learn and grow within a dynamic company.

The ideal candidate will have experience working with QuickBooks Online and international clients, with a strong proficiency in using Google Sheets/Excel for data management and tracking.

Key Responsibilities:
  • Bookkeeping & Reconciliation:
    • Perform full-cycle bookkeeping tasks in QuickBooks Online (Canadian edition) for multiple properties.
    • Reconcile bank and credit card statements, as well as transactions from Airbnb, long-term rentals, and development projects.
    • Accurately categorize transactions according to provided guidelines.
  • Tax & Compliance Support:
    • Prepare data and schedules required for Goods and Services Tax (GST)/Harmonized Sales Tax (HST) returns for review and filing by our accountant.
    • Assist in gathering documentation for year-end tax preparation and audits.
  • Reporting & Administration:
    • Generate standard monthly financial reports (P&L, Balance Sheet, etc.) from QBO.
    • Update and maintain financial tracking sheets (Google Sheets).
    • Organize and manage digital receipts and documents using tools like Hubdoc and Google Drive, ensuring they are correctly matched to transactions.
    • Help track recurring property-related accounts (utilities, taxes, insurance, mortgages) and flag upcoming renewals or payment dates.
    • Prepare vendor payment lists for approval.

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