- 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 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 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 it goes out to the clients / US team.
- Support & coordination with the compliance team.
- Be open to learning recent processes and working on a new role as assigned.
- Assuring timely filing of statutory returns.