Bank Reconciliation Officer

at  CPA Tax Advisors LLC

WE ARE URGENTLY HIRING A BANK RECONCILIATION OFFICER!

• Work from home
• Part-time or Contractor
• Your position will be part-time or approximately 120 hours per month

ABOUT US:

CPA Tax Advisors, LLC is a dynamic and rapidly growing CPA firm dedicated to providing top-tier tax services to individuals and businesses. With a team of experienced professionals, we offer comprehensive tax solutions, ensuring our clients navigate the complex tax landscape with confidence. Join us as a Bank reconciliation Officer and embark on a journey of professional growth, learning, and real-world experience.

QUALIFICATIONS:

• 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

Behaviour:

• A positive, proactive, ‘can-do’ attitude.
• Apply strong attention to detail and accuracy in all work.
• Intellectual curiosity and an interest in learning

• 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.