Financial Support Specialist

3 days ago


Miami, Florida, United States Greenlight Financial LLC Full time
Job Description

At Greenlight Financial LLC, we are looking for a highly skilled and organized individual to join our tax department as a Financial Support Specialist. The successful candidate will have strong analytical and problem-solving skills, with excellent communication and interpersonal abilities.

The estimated salary for this role is $48,000 - $65,000 per year, depending on experience.

Key Responsibilities:

  • Tax Return Review: Review tax returns for accuracy and completeness, ensuring compliance with all relevant laws and regulations.
  • Client Engagement: Engage with clients to gather information and respond to their inquiries in a timely and professional manner.
  • File Management: Maintain and update customer files, including name or address changes, mergers, and mailing attentions.
  • Project Management: Schedule and organize tax work and assignments for the Tax Director, ensuring timely completion and high-quality results.
  • Reporting and Analysis: Create reports regarding the current status of tax returns as requested by management.
  • Document Control: Organize and manage all tax reports, statements, and documents relating to clients.
  • Team Collaboration: Collaborate directly with the Tax Director on any work necessary to complete tax returns.

Essential Skills and Abilities:

  • Technical Skills: Proficient in QuickBooks Desktop and Microsoft Excel.
  • Communication Skills: Excellent verbal and written communication skills, with the ability to interact professionally with clients and colleagues.
  • Organizational Skills: Excellent organizational skills and attention to detail, with the ability to prioritize tasks and meet deadlines.


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