Financial Services Specialist
5 days ago
Company Overview
Our client, a reputable tax and accounting firm, is seeking a detail-oriented Financial Services Specialist to join their team. As the business continues to grow exponentially, this role will play a crucial part in maintaining and servicing clients, ensuring seamless financial operations.
Salary
The successful candidate can expect a competitive salary of approximately $45,000 - $60,000 per annum, commensurate with experience.
Job Description
- Maintain and service a portfolio of corporate client business accounts, providing exceptional customer service and support.
- Accurately perform data entry into QuickBooks or other accounting software, utilizing client-provided data to ensure accurate financial records.
- Prepare monthly account reconciliations, ensuring timely and accurate submissions for review.
- Assist in preparing financial statements for accountant review, ensuring all necessary information is accurately presented.
- Process sales tax computations and returns, guaranteeing compliance with all relevant regulations.
- Serve as a backup to the Payroll Clerk, providing support during peak periods or absences.
- Answer office phones and route inbound calls, maintaining a professional and friendly demeanor at all times.
- Utilize company systems effectively, identifying areas for improvement and implementing changes as needed.
Required Skills and Qualifications
- An Associate's degree in a related field or equivalent experience is preferred.
- A strong attention to detail is essential, with the ability to maintain high levels of accuracy in all tasks.
- A commitment to confidentiality is paramount, ensuring sensitive information remains secure at all times.
- The ability to sit for extended periods, focusing on computer screens, is required.
- Flexibility in daily routine, with the ability to prioritize and manage shifting responsibilities, is essential.
- Proficiency in Microsoft Office Suite, QuickBooks Desktop, QuickBooks Online, and Accounting CS is highly desirable.
- A self-starter with excellent prioritization and multitasking skills is required.
- Strong communication and organizational skills are essential, with the ability to work effectively in a team environment.
- Familiarity with accounting software programs is a must.
- A positive and happy personality, with a willingness to be a team player, is essential for success in this role.
Benefits
- A competitive benefits package, including health insurance, retirement plans, and paid time off.
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