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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 new processes and working on a new role as assigned.
Assuring timely filing of statutory returns.
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
Nibodhah
