Month-end closing and finalization.

• Preparation/review of balance sheet reconciliation.

• Year-end closing and finalization of books.

• Quarterly 941 reconciliations.

• Working on UK & US team/client queries concerning financial statements and providing solutions.

• Managing the client calls.

• Review of sales tax return / CRT / TPT / 8027 / prompt tax and other county tax returns.

• Assisting audit team in Sales tax / Prompt tax / CRT /8027 / TPT / 1099 and other county tax returns filings.

• Assisting Managers in the review system on task manager.

• Regular review of statement tracker/supplier reconciliation portal.

• Review of AR / AP reports.

• Respond to Emails on a timely basis (48 hours).

• Prepare SOP for all the current clients (client-specific process) by coordinating with the onboarding team.

• Task Manager setup - including the checklist by coordinating with the onboarding team and Managers.

📌 Manager Ahmedabad (India)
🏢 Paperchase Accountancy (GDC)
📍 India