a) Handling day-to-day bookkeeping activities including monthly closures. b) Finalising the financial statements in accordance with GAAP. (includes GL review, reconciliations, passing rectification entries, etc.) c) Preparation of Tax Returns. d) Delivering error free financials statements. e) Involves a high-level review of books of Accounts to spot accounting errors and client relationship Management.
Key Responsibilities: Design, implement, and maintain payroll systems to ensure efficient processing of payroll data. Direct the collection, calculation, and accurate entry of payroll data, including earnings, deductions, exemptions, insurance coverage, savings contributions, and job changes. Oversee the production and issuance of paychecks and electronic payments to employee bank accounts. Prepare and compile comprehensive payroll reports summarizing earnings, taxes, deductions, leave balances, disability, and nontaxable wages. Approve payroll liabilities including employee federal and state income tax withholdings, social security taxes, and employer contributions such as social security, unemployment insurance, and workers compensation. Investigate and resolve payroll discrepancies to balance payroll accounts effectively. Respond to employee and management inquiries regarding payroll information and resolve issues promptly. Develop, write, and update payroll policies and procedures to ensure compliance and operational efficiency. Ensure compliance with all applicable federal, state, and local laws by monitoring legislation and advising management on necessary actions. Maintain confidentiality of sensitive payroll information to protect employee privacy and organizational security. Stay current with payroll trends, laws, and technology by attending workshops, reviewing professional publications, and engaging in industry networks and societies. Supervise payroll staff by recruiting, training, evaluating, and providing guidance and disciplinary actions when necessary. Assign and schedule payroll team tasks and follow up on work to ensure timely and accurate completion. Foster a collaborative team environment and contribute to related organizational goals as needed. Qualifications: Proven experience managing payroll processes and teams. Strong knowledge of payroll tax regulations and compliance requirements. Excellent analytical and problem-solving skills. Strong communication skills and ability to maintain confidentiality. Experience developing policies and procedures. Leadership and team management experience.
Key Responsibilities Client & Matter Management Act as primary lawyer on allocated files, responsible for progressing matters from initial instructions to completion. Draft, review, and negotiate a wide range of commercial agreements, including: Client Services Agreements and Terms of Business Business sale/purchase agreements Commercial leases and licences Independent contractor agreements Employment contracts Wide variety of website terms & conditions, privacy policies, disclaimers Franchise, consultancy, and service agreements Provide written legal advice in clear, commercially practical and plain English language. Manage client communications via email and ensure timely, professional responses. Escalate high-risk or strategic issues to the Principal Lawyer for direction. Practice Support & Oversight Supervise and delegate work to a junior lawyer, ensuring accuracy and development. Assist with client onboarding, file opening, and matter scoping. Maintain accurate records of advice, contracts, and correspondence. Manage workflow to ensure deadlines and client expectations are met. Legal Specialisations Commercial contracts and advisory for SMEs and entrepreneurs. Business structuring and shareholder agreements. Buying and selling businesses, including asset and share sales. Commercial leasing and property-related contracts. Intellectual property protection (trademarks, copyright, licensing). E-commerce and online business compliance (terms, privacy, disclaimers). Industry-specific knowledge preferred in: real estate, mortgage broking, coaches/consultants, trades, childcare, and e-commerce. Firm Representation & Growth Represent the firms values of clarity, practicality, and strong client care. Contribute to developing templates, systems, and processes to streamline legal delivery. Support thought leadership and client education initiatives where required. Key Requirements Qualifications: Law degree and admitted to practice in India. Experience: Minimum 10 years post-qualification experience in commercial law. Strong background in contracts, business law, and advisory work. Skills & Attributes: Excellent written English with the ability to draft in plain, commercial language. Strong attention to detail and ability to anticipate legal risks. Client-focused, commercially minded approach. Ability to work independently while collaborating closely with the Principal Lawyer. Experience supervising junior lawyers. Comfortable with remote work and managing matters across time zones. Reporting & Oversight You will report directly to the Principal Lawyer, who will provide strategic oversight and review of work. However, you will be expected to run files independently, manage junior staff, and act as the key lawyer for most client matters. Performance Measures Timely delivery of high-quality legal work. Positive client feedback on responsiveness and clarity. Efficient management of multiple matters simultaneously. Effective supervision and mentoring of junior lawyer(s). Contribution to practice efficiency and system improvements.
Role of business compliance team: The role primarily involves: a) Preparation and finalization of accounts. b) Preparing the schedules to Balance sheet and P & L c) Preparing digital work papers d) Preparing the tax returns: e) Day-today Bookkeeping f) Filing GST returns 1) Preparation and finalization involves: a) preparation of financial statements and tax returns as part of the year end finalization work. b) reviewing the books of account and ensuring that the books of account are correct. c) Where the bookkeeping has already been done, the books of account may require closure and rectifications. As part of such closure and rectification, you need to: - Perform bank reconciliations - Perform debtor and creditors reconciliation - Finalise depreciation and fixed asset schedule - Analysis clients source documents with the books of account / General Ledger. - Reconciliation of GST - GL analysis and Review - Preparation of Work paper - Preparation of Tax Returns g) Tax Returns - Preparation of Tax Returns for Companies, Trust, Partnership and Individuals. - Understanding the nature of income and their taxability - Analysis of clients source documents - Analysis in respect of Allowances and deductions - Preparation of workpapers in case of capital gains calculation. h) Business Activity Statement - Preparation of GST return or GST activity statement on a quarterly basis. - Analyse if GST taken is correct. I.s GST is taken only on eligible items and not on ineligible items. - Includes analysis of payroll details and other eligible tax credits. - Variation of PAYG Instalments based on the profit/loss position of the company. i) Fringe Benefit Tax Return - Preparation of FBT returns on an annual basis. - Analyze the ledger to identify transactions which attract fringe benefit rules. - Understanding of the rules and computing the fringe benefit tax j) Book-keeping Team: Involves day-today bookkeeping function of clients for our clients in Australia and other regions. It is a typical bookkeeping function involving: i) Banking Bank coding-based bank feed imports Bank reconciliation on regular interval basis Processing of vendor payments ii) Accounts Receivable / Accounts Payable modules Creating invoices through module Adjusting the bank payments and receipts Creating Debtor / Supplier accounts Raising Debit / Credit notes iii) Payroll modules Pay run at regular intervals where data are maintained in the software itself Payroll data not maintained in bookkeeping software obtain timesheet, pay structure from the client and process the payroll in compliance with relevant regulations. Payroll Module Creation Creating employee in the module Updating details of employees including the bank details. iv) Preparation of GST return or business activity statement for bookkeeping jobs on a monthly / quarterly basis depending upon the business requirements. v) Preparation of Management reports at regular intervals depending upon the client requirements. k) Strong Communication skills are required to liaise with the client. l) Flexibility and Team Management skills are expected for proper flow of work. m) Jobs allocated to Individual is his/her responsibility with guidance / independent reporting required based on the Role. n) Attention to details and seamless communication are expected for proper flow of work. o) Complete the tasks/jobs within the allocated budget timings and ensure quality deliverables.
Job Description: UK-Based Paraplanner Job Title: Paraplanner Location: Bangalore/Chennai/Hyderabad Employment Type: Full-Time About the Role: We are seeking a detail-oriented and experienced Paraplanner to support our financial advisers in delivering exceptional financial planning and advice to clients. As a Paraplanner, you will play a key role in preparing comprehensive financial plans, conducting in-depth research, and ensuring compliance with UK financial regulations. Key Responsibilities: Preparation of Financial Plans: Assist advisers in preparation of suitability reports and annual review letters for clients. Prepare reports and recommendations covering areas such as pensions, investments, tax planning, and protection. Client Support: Liaise with financial advisers to understand client objectives. Gather and analyze client data to ensure recommendations are well-informed. Research & Analysis: Conduct detailed investment and pension research to identify suitable financial products and solutions. Keep up to date with changes in financial products, legislation, and compliance requirements. 4. Administrative Tasks Data update & Document Management Preparation of Letters of Authority (LoAs) Managing provider correspondence Compliance: Ensure all recommendations comply with FCA regulations and company policies. Maintain accurate and up-to-date client files and records. Cashflow Modelling and financial projections Conduct cash flow analysis and review customers' finances annually Team Collaboration: Collaborate with advisers, administrators, and other paraplanners to ensure smooth client service delivery. Contribute to process improvements and best practices within the team. Skills & Qualifications: Essential: Bachelor's degree/Masters degree in Finance A minimum of 2 years of experience in a paraplanning or similar role. Excellent analytical and problem-solving skills. Strong attention to detail and organizational skills. High level of computer efficiency including Microsoft Office, Outlook, Desirable: Certified Financial Planner status or working towards it through FPSB Level 4 Certification in Paraplanning through CII Strong understanding of UK financial products, tax planning, and investment strategies. Proficiency in financial planning software (e.g., Xplan, Intelliflo, Voyant). Proficiency in research tools (e.g., Selecta, Defacto, O&M Profiler) Familiarity with FCA regulations and compliance standards. Personal Attributes: Highly professional with a client-focused approach. Effective communicator, both written and verbal. A proactive team player who can also work independently. Ability to manage multiple tasks and meet deadlines.