Financial Services Specialist

19 hours ago

Vadodara, Gujarat, India beBeeBookkeeper Full time ₹ 3,50,000 - ₹ 4,50,000

About the Role

We are seeking a skilled Bookkeeping Executive with expertise in XERO software to perform day-to-day bookkeeping tasks, including accounts payable/receivable, bank reconciliations, and payroll processing.

  • Manage a portfolio of clients' accounts, ensuring accurate and timely financial reporting.
  • Prepare financial statements, such as balance sheets, income statements, and cash flow statements.
  • Provide expert advice on financial matters, including tax compliance, financial planning, and budgeting.
  • Ensure compliance with relevant accounting standards and regulations.
  • Liaise with clients and internal stakeholders to ensure effective communication and resolution of financial issues.
  • Maintain accurate records and documentation, ensuring confidentiality and data security.
  • Keep up to date with developments in accounting and bookkeeping software, including XERO, to ensure best practice.

About Us

We strive for a workplace that is enjoyable for everyone.

We offer various services, including administrative support, mortgage broking, taxation, payroll, and digital marketing.

We have an experienced team of leaders who help our team deliver excellent results for clients while supporting individual professional growth.

We empower our team members to be focused, motivated, and inspired every day.

We work together collaboratively, innovate, and drive teamwork to achieve success.

  • Tax Return Specialist for Financial Services

    2 weeks ago

    Vadodara, Gujarat, India beBeeFinancial Full time ₹ 20,00,000 - ₹ 25,00,000

    Senior Financial Services SpecialistThe role of a Senior Financial Services Specialist is crucial for the meticulous review of complex client tax returns, primarily focusing on Hedge Funds, Private Equity, and Fund of Funds. This encompasses reviewing blocker corporation returns and S-Corporation returns prepared by staff/senior/Supervisors.Conduct thorough...

  • Financial Services Expert

    2 weeks ago

    Vadodara, Gujarat, India beBeeClientServicing Full time ₹ 10,00,000 - ₹ 15,00,000

    We are seeking a Client Experience Specialist to drive exceptional client outcomes in the financial services sector.Key Responsibilities:Develop and maintain strategic client relationshipsCollaborate with Fund Accountants, Operations, and Finance teams to deliver high-quality resultsManage subscription/redemption requests and fee calculations...

  • Senior Financial Services Tax Professional

    2 weeks ago

    Vadodara, Gujarat, India beBeeTax Full time ₹ 15,00,000 - ₹ 25,00,000

    Senior Financial Services Tax ProfessionalThe ideal candidate will oversee and lead a team of tax specialists in preparing and reviewing complex financial services client returns, including hedge funds, private equity, and fund of funds.Responsibilities Include:

  • Financial Specialist

    2 weeks ago

    Vadodara, Gujarat, India beBeeAccountant Full time ₹ 8,00,000 - ₹ 12,00,000

    Job Title: Financial SpecialistWe are seeking a skilled Financial Specialist to join our team.This role involves maintaining financial records, preparing financial statements, and managing accounts payable and receivable.The successful candidate will also conduct periodic audits, handle bank reconciliations, and ensure tax compliance.Additionally, the...

  • Financial Operations Specialist

    5 days ago

    Vadodara, Gujarat, India beBeeFinance Full time ₹ 9,00,000 - ₹ 12,00,000

    Financial Operations SpecialistWe are seeking a highly skilled and detail-oriented Financial Operations Specialist to join our team.Key Responsibilities:Process transactions accurately and efficiently, meeting service standards and quality requirements.Work closely with the Team Leader and other administrative staff to achieve operational goals.Provide...

  • Financial Specialist

    6 days ago

    Vadodara, Gujarat, India beBeeFinancial Full time ₹ 2,40,000 - ₹ 2,88,000

    Job Title: Financial SpecialistWe are seeking a detail-oriented professional to join our finance team as a Financial Specialist.Record financial transactions and prepare reconciliations using accounting softwareGenerate and issue invoices to clientsMaintain accurate financial dashboards and trackersEnsure compliance with tax regulations and assist in return...

  • Financial Specialist

    2 weeks ago

    Vadodara, Gujarat, India beBeeaccounting Full time ₹ 30,00,000 - ₹ 50,00,000

    Senior Financial Specialist We are seeking a highly skilled and experienced Senior Accountant to join our team. The successful candidate will be responsible for maintaining accurate and up-to-date financial records, preparing and reviewing financial reports, and ensuring compliance with all relevant laws and regulations. 

  • Senior Financial Services Specialist

    2 weeks ago

    Vadodara, Gujarat, India beBeeFinancial Full time ₹ 8,50,000 - ₹ 12,10,000

    Job Description:We are seeking a proactive Business Development Associate with 3-6 years of experience to drive client acquisition in the US financial services sector.The ideal candidate will be responsible for outbound prospecting, managing a sales pipeline, and nurturing leads to offer services such as accounting, bookkeeping, auditing, and taxation.You...

  • Senior Financial Services Coordinator

    5 days ago

    Vadodara, Gujarat, India beBeeBusinessBanking Full time ₹ 80,00,000 - ₹ 2,00,00,000

    Job OpportunityFinancial Solutions SpecialistThe role entails delivering tailored financial solutions to meet the dynamic needs of business banking customers and ensuring exceptional relationship management and customer experience to establish a long-term partnership.The role bearer is responsible for acquiring new business banking clients with a...

  • Financial Services Consultant

    7 days ago

    Vadodara, Gujarat, India beBeeInvestment Full time ₹ 9,00,000 - ₹ 15,00,000

    Financial Services ConsultantWe are seeking a highly skilled individual to join our team as a Financial Services Consultant. The ideal candidate will have experience in financial services, wealth management, or investment products, and a strong ability to identify, connect with, and qualify High Net-Worth Individuals (HNIs) prospects.