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Financial Specialist
beBeeAccountingThane, Maharashtra, India5 days ago
Job descriptionE nsure all required tax documents and financial data are accurately compiled Identify potential tax deductions and credits for clients Liaise with clients to gather necessary documentation and answer tax-related questions Set up new clients and manage multiple company files if needed Provide QuickBooks support and troubleshooting Maintain confidentiality and security of financial and client records Support scheduling, answering phones, and email communications Diploma or degree in Accounting, Finance, or related field Minimum 2–5 years of experience in full-cycle accounting and tax preparation Proficient in QuickBooks (Online / Desktop) Knowledge of Canadian tax regulations (personal and corporate) Strong proficiency in Microsoft Excel and other accounting software Excellent attention to detail and accuracy Strong time management and organizational skills Ability to handle confidential information with integrity
Job Description
As a skilled Financial Specialist, you will be responsible for managing and maintaining accurate financial records. This includes accounts payable, accounts receivable, general ledger, and bank reconciliations.
- Prepare and post journal entries and adjusting entries as needed
- Reconcile financial discrepancies and resolve accounting issues
- Prepare monthly, quarterly, and year-end financial statements
- Monitor cash flow, budgets, and financial forecasts
Tax Preparation
As a Financial Specialist, you will also prepare and file personal (T1) and corporate (T2) tax returns in compliance with CRA regulations.
QuickBooks Management
You will maintain and update company books using QuickBooks Online / Desktop, generate financial reports, and manage chart of accounts.
Administrative Duties
Assist with document management, filing, and data entry, handle correspondence with clients, vendors, and government agencies, and support office operations.
Requirements
To be successful as a Financial Specialist, you must have :
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Financial Specialist • Thane, Maharashtra, India
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