Account Manager

About the Company

About the Role

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.
• Preparing quarterly business plan.
• Follow through with a quarterly business plan to take corrective measures.
• 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.

Qualifications

• B. Com or M. Com or MBA (Finance) or CFA or Diploma in Finance or CA or Inter CA or ACCA
• Professional Experience: 5+ Years

Required Skills

Preferred Skills

Pay range and compensation package

Equal Opportunity Statement