Key Responsibilities:
Month-end closing and finalization.
Preparation/review of balance sheet reconciliation.
Year-end closing and finalization of books.
Quarterly 941 reconciliations.
Working on 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 recent clients (client-specific process) by coordinating with the onboarding team.
Task Manager setup - including the checklist by coordinating with the onboarding team and Managers.