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Financial Assistant

Remote: 
Full Remote
Contract: 
Full time
Work from: 
United States

Offer summary

Qualifications:

Proven experience in a financial assistant role with a focus on Accounts Receivable and Accounts Payable processes., Proficiency in QuickBooks is mandatory, with familiarity in Zoho CRM as a plus., Bachelor’s degree in Accounting, Finance, or a related field is preferred., Strong organizational skills and attention to detail are essential..

Key responsabilities:

  • Manage Accounts Receivable and Accounts Payable processes efficiently.
  • Generate key financial reports and act as a backup for the Financial Controller.
  • Maintain organized and accurate financial data through strong record-keeping skills.
  • Communicate financial information effectively to non-financial stakeholders and collaborate with team members.

Engineered Tax Services Inc. logo
Engineered Tax Services Inc.
201 - 500 Employees
See all jobs

Job description

This is a remote position.

Are you ready to join the nation's premier tax credit and incentive firm? We serve thousands of accounting, CPA and architect communities and their clients. As the guardian of small businesses, we are devoted to bringing innovative solutions, awareness, and educational resources that promote tax-saving credits and incentives to mainstream America.

We are seeking an experienced Financial Assistant to join our team. The ideal candidate will align with team excellence by excelling in both Accounts Receivable and Accounts Payable processes and take on a range of financial and administrative responsibilities. This role requires a high level of attention to detail, strong organizational skills, and proficiency in financial software like QuickBooks. Experience with Zoho CRM is a plus. The Financial Assistant will also act as a backup for the Financial Controller and contribute to the generation of key financial reports.

This role is fully remote, full-time, and requires a background check. Candidates must be eligible to work in the United States and be a current resident in the United States. 

Requirements
Technical Skills
• Proficient in Accounts Receivable and Accounts Payable processes.
• Strong understanding of accounting principles, budgeting, and financial reporting.
• Experienced with QuickBooks; familiarity with Zoho CRM is an advantage.
• Skilled in spreadsheets and financial analysis tools (e.g., Excel).
• Strong numerical aptitude and attention to detail.

Organizational Skills
• Exceptional time management and the ability to prioritize tasks effectively.
• Strong record-keeping skills to maintain organized and accurate financial data.
• Problem-solving abilities to address financial discrepancies and improve processes.

Interpersonal Skills
• Excellent communication skills for conveying financial information to non-financial stakeholders.
• Strong team collaboration skills to work effectively with colleagues and external partners.
• High level of discretion and confidentiality in handling sensitive financial information.

Professional Qualities
• Adaptability to evolving financial regulations, tools, and company policies.
• Proactive approach to identifying and resolving issues.
• Strong ethical standards and integrity in financial management.
• Customer service orientation to provide effective support to clients and team members.

Continuous Learning
• Stay updated on financial regulations, tax laws, and industry trends.
• Demonstrate a willingness to improve skills through training and certifications.

Qualifications:
• Proven experience in a similar financial assistant role.
• Proficiency in QuickBooks is mandatory.
• Experience with Zoho CRM or similar software is a plus.
• Bachelor’s degree in Accounting, Finance, or a related field is preferred.


Benefits
Medical, Dental, Vision, Basic Life, Short Term and Long Term Disability, 401k.


Salary:

$60,000

Required profile

Experience

Spoken language(s):
English
Check out the description to know which languages are mandatory.

Hard Skills

Accounting SoftwareAccounts PayableAccounts ReceivableCorporate Financial ReportingZoho Office SuiteAccountingFinancial Analysis

Other Skills

  • Spreadsheets
  • Detail Oriented
  • Budgeting
  • Communication
  • Adaptability
  • Record Keeping
  • Ethical Standards And Conduct
  • Time Management
  • Problem Solving
Are you interested?

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