Account Associate

Job Summary:

The Account Assistant will assist in managing client accounts, ensuring accurate financial operations and compliance with tax regulations. The role involves supporting senior account managers in day-to-day operations, maintaining client relationships, and using accounting software to prepare financial reports and filings. This is an excellent opportunity for someone looking to grow in account management and financial services.

Key Responsibilities:

Account Management:

• Assist in managing a portfolio of clients, serving as a point of contact for day-to-day queries.
• Support in understanding client needs and delivering solutions to meet their financial goals.
• Prepare and maintain account documentation, ensuring accuracy and timeliness.
• Coordinate with internal teams to address client inquiries and resolve issues promptly.

Financial Operations:

• Assist in preparing financial statements, invoices, and reports for clients.
• Support reconciliation of accounts, including bank statements, vendor payments, and client accounts.
• Ensure data accuracy by reviewing and validating financial transactions.

Taxation & Compliance:

• Assist in preparing and filing tax returns, including GST, TDS, and income tax, under the guidance of senior team members.
• Help maintain compliance with local, state, and federal tax laws and deadlines.
• Perform basic reconciliations for GST filings, TDS calculations, and other statutory compliance tasks.

Accounting Software Usage:

• Use accounting tools like Tally, QuickBooks, or Zoho Books for data entry, financial reporting, and account management.
• Generate basic financial reports and assist in the analysis of data trends for clients.
• Support in maintaining accurate records within the accounting software.

Administrative Support:

• Maintain organized records of client accounts, filings, and other relevant documents.
• Prepare presentations and summaries for client meetings or internal reviews.
• Monitor and follow up on pending tasks, ensuring timely completion.

Qualifications and Skills:

Education:

• Bachelor’s degree in Accounting, Finance, Commerce, or a related field.
• Additional certifications (e.g., Tally, GST, or Taxation courses) are a plus.

Experience:

• 1–3 years of experience in accounting, client service, or related fields.
• Exposure to tax filing, compliance, or financial reporting is preferred but not mandatory.

Technical Skills:

• Basic proficiency in accounting software (e.g., Tally, QuickBooks, Zoho Books, SAP).
• Familiarity with tax filing platforms (e.g., GSTN Portal, Income Tax e-filing).
• Proficient in Microsoft Office, especially Excel (e.g., pivot tables, VLOOKUP).

Soft Skills:

• Strong communication and interpersonal skills to interact with clients and team members.
• Attention to detail with a focus on accuracy and compliance.
• Ability to prioritize tasks and manage time effectively.
• A collaborative mindset and eagerness to learn from senior team members.

Key Performance Indicators (KPIs):

• Accuracy in financial data entry and reconciliations.
• Timeliness of assigned tax filings and compliance tasks.
• Client satisfaction and responsiveness to queries.
• Efficiency in using accounting software and completing tasks.