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 return 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 new clients (client-specific process) by coordinating with the onboarding team.
• Task Manager setup - including the checklist by coordinating with the onboarding team and Managers.
Business Management
• Preparing a quarterly business plan.
• Follow through with a quarterly business plan to take corrective measures.
Client Management
• Timely delivery of financial reports to the client.
• Quality assurance/signing off reports before they go out to the clients/US team.
• Support & coordination with the compliance team.
Educational Qualification
- MBA (Finance), CFA, Diploma in Finance, CA, Inter CA or ACCA Skilled
- Experience 5+ Years
- Be open to learning new processes and working on a new role as assigned.
- Ensuring timely filing of statutory returns.
Team Management
- Mentoring team in day-to-day operations.
- Assisting managers with performance reviews of team members.
- Ensure internal processes and systems are adhered to.
- Help develop a disciplined environment & maintain decorum within the team
Self-Development
- Setting up goals to enhance personal development, discussing, and
- planning the same with managers.
- Follow through with leadership skill goals at regular intervals