US Accounts

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 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.

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Team Management

Mentoring Team in day-to-day operations.

Assisting Managers performance review 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

Skills:

Possess good understanding about Accounting and Financials.

Strong interpersonal skills.

Effective English communication skills.

Team Player.

Ability to work under stringent deadlines.

Critical thinking and problem-solving attitude