Financial Operations Specialist
hace 7 días
We are seeking a skilled Senior Accountant to manage key financial operations, ensuring accuracy and efficiency in transaction categorization, reconciliations, tax filings, and financial reporting.
About the RoleThis detail-oriented professional will work independently while collaborating with the team to meet client needs. The ideal candidate will have proficiency in accounting software, experience with AP management platforms, and strong understanding of sales tax and 1099 vendor requirements.
Key Responsibilities- Categorize transactions and reconcile accounts accurately.
- Prepare and file sales and excise tax reports on a monthly or quarterly basis.
- Identify 1099 vendors, collect W9s, and file 1099s annually.
- Retrieve and organize bank statements and client files following company standards.
- Support invoicing, bill pay, and custom client processes as needed.
- Manage the monthly financial close process for assigned clients.
- Proficiency in accounting software (ideally QuickBooks Online (QBO); other platforms are acceptable).
- Experience with Bill.com or other AP management platforms (preferred).
- Strong understanding of sales tax, 1099 vendor requirements, and financial reconciliation.
- Highly organized, detail-oriented, and able to manage multiple client accounts.
- Excellent communication skills in English (basic proficiency required).
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