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Bank Reconciliation Officer

Applications are closed

  • Job
    Full-time
    Junior Level
  • Manila
    Remote

Requirements

  • Requires at least 1 year of experience in a related position.
  • Demonstrate ability to meet tight timelines with a high level of customer service during times of pressure.
  • Proficiency in CRM / Accounting software packages
  • A positive, proactive, ‘can-do’ attitude.
  • Apply strong attention to detail and accuracy in all work.
  • Intellectual curiosity and an interest in learning

Responsibilities

  • Perform the reconciliation and verification of accounts
  • Identifying discrepancies and taking corrective actions to ensure account accuracy.
  • Maintain and organize required files, reports, and data to support accurate financial record-keeping and audit readiness.
  • If engaged in monthly bookkeeping, upload financial statements ensuring timely and accurate reporting.
  • Respond to on-demand requests for bank reconciliations and associated financial statements.
  • Ensure all reconciliations and financial processes comply with company policies and relevant regulations, maintaining high standards of accuracy and integrity.
  • Identify opportunities to streamline reconciliation processes and improve the efficiency and accuracy of financial reporting.

FAQs

Do we support remote work?

Yes, this position is fully remote.

Is this a full-time or part-time position?

This is a part-time or contractor position, approximately 120 hours per month.

What is the company that is hiring for this position?

The company hiring for this position is CPA Tax Advisors, LLC, a rapidly growing CPA firm.

What are the key responsibilities of the Bank Reconciliation Officer?

Key responsibilities include performing account reconciliations, identifying discrepancies, maintaining organized records, uploading financial statements, responding to requests for reconciliations, ensuring compliance with company policies, and identifying process improvement opportunities.

What qualifications are required for this position?

A minimum of 1 year of experience in a related position and proficiency in CRM/accounting software packages are required.

What personal traits are important for this role?

A positive, proactive attitude, strong attention to detail, and intellectual curiosity are essential traits for this role.

How can I apply for this position?

To apply for the Bank Reconciliation Officer position, please submit your resume and cover letter as directed in the job posting.

What kind of company culture can I expect at CPA Tax Advisors, LLC?

You can expect a dynamic and supportive work environment that promotes professional growth, learning, and teamwork.

Specializing in helping small business owners retrieve tax credits up to $26k per W2 employee, through the ERC program.

Accounting
Industry
11-50
Employees

Mission & Purpose

CPA Business Tax Advisors is a firm that specialises in providing expert tax planning, preparation, and advisory services to businesses. They focus on helping companies navigate complex tax regulations, optimise their tax strategies, and ensure compliance with local and federal tax laws. The firm's ultimate mission is to empower businesses with tailored tax solutions that minimise liabilities and enhance financial health. Their purpose is to provide reliable and insightful tax guidance that supports the growth and success of their clients, enabling them to focus on their core business activities with confidence.

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