Financial Professional

3 weeks ago


Haverhill, Massachusetts, United States ShiftHR Full time
Job Title: Financial Professional

**Job Summary:**

We are seeking a highly skilled Financial Professional to join our team at ShiftHR. As a key member of our accounting department, you will be responsible for providing bookkeeping services to our clients, as well as assisting with tax preparation work.

Responsibilities:
  • Perform day-to-day bookkeeping for multiple clients, ensuring accuracy and completeness.
  • Manage accounts payable and receivable, bank reconciliations, and general ledger entries.
  • Prepare financial statements and reports regularly.
  • Handle tax preparation and filing for individual and business clients.
  • Assist with tax planning and provide advice on tax-efficient strategies.
  • Ensure compliance with all federal, state, and local tax regulations.
  • Collaborate with our team to develop and implement accounting policies and procedures.
  • Communicate effectively with clients to gather necessary information and answer any questions about their accounts or tax matters.
Requirements:
  • Proven experience as a financial professional, focusing on bookkeeping and tax preparation.
  • Strong understanding of accounting principles and tax regulations.
  • Proficiency in accounting software (QuickBooks) and MS Excel.
  • Ability to manage multiple clients and deadlines efficiently.
  • Excellent attention to detail and problem-solving skills.
  • Strong communication and interpersonal skills.
  • CPA certification is a plus but not required.
Why Join ShiftHR?

We are a dynamic and growing company dedicated to providing our clients with high-level accounting, tax planning, and wealth management services. Our clients are entrepreneurs looking for a holistic approach to their financial needs, which we aim to provide.

**What We Offer:**

  • A flexible work environment with the opportunity to gain equity in the business.
  • Competitive compensation based on experience and performance.
  • A set of benefits to fit our team's needs.

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