Financial Transactions Specialist with Tax Preparation Expertise

6 days ago


San Antonio, Texas, United States Creative Financial Staffing Full time

About the Opportunity

Creative Financial Staffing is thrilled to partner with a family-oriented organization based in San Antonio, Texas. This company values its employees and promotes a culture of collaboration and mutual respect.

Overview of the Role

We are seeking an experienced Financial Transactions Specialist with tax preparation expertise and excellent customer service skills to join our finance team.

Key Responsibilities

  • Perform daily financial transactions, including accounts payable and receivable, bank reconciliations, and general ledger management.
  • Prepare and file tax returns, including income tax, sales tax, and other necessary filings.
  • Assist with month-end and year-end closing processes.
  • Generate financial reports and statements for internal and external stakeholders.
  • Provide exceptional customer service by addressing client inquiries and resolving issues professionally.
  • Collaborate with the finance team to streamline processes and improve efficiency.
  • Support audits and resolve any discrepancies or issues.

Preferred Qualifications

  • Proven experience as a Bookkeeper with a strong focus on tax preparation and compliance.
  • Demonstrated customer service skills with the ability to interact effectively with clients and stakeholders.
  • Proficiency in accounting software and Microsoft Office Suite.
  • In-depth knowledge of tax laws and regulations, with hands-on experience in preparing and filing various tax returns.
  • Exceptional organizational skills and meticulous attention to detail.
  • Ability to handle multiple tasks and meet deadlines in a fast-paced environment.
  • Excellent communication skills and a proactive approach to problem-solving.
  • A degree in Accounting, Finance, or a related field is preferred, though relevant experience is highly valued.

Compensation Package

The estimated salary range for this role is $55,000 - $65,000 per year, depending on experience and qualifications.



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