- 5+ years of relevant experience in accounting or finance
Key Responsibilities Accounting & Compliance
- Month-end closing and financial finalization.
- Preparation and review of balance sheet reconciliations.
- Year-end closing and finalization of books of accounts.
- Quarterly 941 reconciliations.
- Address US client/team queries related to financial statements and provide effective solutions.
- Review of sales tax return / CRT / TPT / 8027 / prompt tax and other county tax returns.
- Assist audit teams in filing Sales Tax / Prompt Tax / CRT / 8027 / TPT / 1099 and other county tax returns.
- Review AR and AP reports.
- Ensure timely response to emails within 48 hours.
- Ensure timely filing of all statutory returns.
Process & Review
- Assist Managers in reviewing tasks assigned within the task management system.
- Regular review of statement trackers and supplier reconciliation portals.
- Prepare SOPs for new clients by coordinating with onboarding teams.
- Setup client processes in Task Manager, including checklists, with onboarding teams and Managers.
Business Management
- Prepare quarterly business plans.
- Review performance against business plans and implement corrective measures where required.
Client Management
- Ensure timely delivery of financial reports to clients.
- Conduct quality checks and sign-off on reports before they are sent to clients or US teams.
- Support and coordinate with the compliance team.
- Stay open to learning new processes and taking on current roles when required.
Team Management
- Mentor team members in day-to-day operations.
- Assist Managers in performance reviews of team members.
- Ensure adherence to internal processes and systems.
- Foster a disciplined work environment and maintain team decorum.
Self-Development
- Set personal development goals and review them regularly with Managers.
- Follow through on leadership development plans and progress at scheduled intervals.
Skills Required
- Strong knowledge of Accounting and Financial principles.
- Excellent interpersonal skills.
- Effective communication skills in English.
- Team-oriented mindset.
- Ability to work under stringent deadlines.
- Analytical, critical thinking, and problem-solving abilities.