Bookkeeping & Financial Records: Maintain accurate and up-to-date financial records, including general ledger entries and reconciliations.Leadership & Team Supervision:Supervise and mentor junior accountants.Review and approve work completed by junior team members.Conduct training sessions to improve team efficiency and knowledge.Process Improvement & Software Utilization:Optimize accounting processes to enhance efficiency and accuracy.Stay updated on the latest accounting trends, tools, and regulations.Financial Reporting: Prepare monthly, quarterly, and annual financial statements for clients.Tax Preparation & Compliance: Assist in tax calculations, filing returns, and ensuring compliance with tax laws and regulations.Accounts Payable & Receivable: Process invoices, payments, and collections for clients.Payroll Processing: Handle payroll calculations, deductions, and compliance with labor laws.Audit Support: Assist in internal and external audits by preparing necessary documentation.Client Consultation: Provide financial advice and recommendations to clients regarding various questions related to accounts, finance, law and budgeting related.Regulatory Compliance: Ensure all financial activities comply with relevant laws and accounting standards (GAAP/IFRS).
Manage the end-to-end AR process for insurance claims and patient accounts Follow up with insurance companies (via phone and web) for claim status and payment issues Analyze and resolve denied or unpaid claims Work with internal departments to ensure claim accuracy and compliance Post payments and reconcile accounts as per remittance advice Maintain aging reports and achieve assigned collection targets Ensure adherence to HIPAA and other regulatory guidelines Show more Show less
Monitor and manage outstanding insurance premiums and receivables for US-based clients. Conduct regular credit assessments of clients and policyholders. Follow up on overdue accounts via phone, email, and written correspondence. Liaise with underwriters, brokers, and internal stakeholders to resolve billing and payment issues. Maintain accurate records of collection activity and client interactions. Reconcile client accounts and ensure proper application of payments. Prepare regular aging reports and provide updates to senior finance leadership. Recommend accounts for escalation, legal action, or write-off as necessary. Ensure compliance with relevant US credit and collections regulations. Support monthly, quarterly, and year-end closing activities. Show more Show less
Review US federal and state tax returns, including: Form 1040 (Individual Income Tax Return) Form 1065 (Partnership Return) Form 1120 (Corporate Income Tax Return) Ensure all returns are prepared in compliance with IRS regulations and client expectations. Identify errors, inconsistencies, or missing information and provide clear feedback to preparers. Collaborate with tax preparers, associates, and managers for timely delivery of high-quality tax filings. Stay current on US tax laws and IRS updates relevant to individual, corporate, and partnership returns. Support the tax team in handling complex tax issues, planning strategies, and audit responses. Maintain documentation and working papers in accordance with firm standards. Use tax software (e.g., Drake, Lacerte, UltraTax, ProSystem fx ) for reviewing returns. Assist with client communication regarding tax positions, required documents, and deliverables. Show more Show less
Prepare and review financial statements in line with UK GAAP/IFRS Manage accounts payable/receivable and general ledger reconciliation Coordinate monthly, quarterly, and year‑end closes Prepare and file UK VAT and tax returns Conduct internal audits and maintain financial controls Support budgeting, forecasting, cash‑flow monitoring Liaise with external auditors and ensure regulatory compliance Show more Show less
End-to-end accounting for multiple UK student accommodation properties. Prepare monthly management accounts , including accruals, prepayments, and balance sheet reconciliations. Service charge reconciliations and variance analysis. Handle rent roll reporting and revenue recognition. Budgeting, forecasting, and financial reporting for property portfolios. Liaise directly with UK property managers and landlords. Ensure accuracy and compliance with UK GAAP and client-specific accounting policies. RealPage or Yardi experience will have added advantage . Show more Show less
1. Review and analyze various tax documents, including individual and corporate tax returns, to ensure accuracy, completeness, and compliance with applicable tax laws, regulations, and guidelines. 2. Identify and resolve discrepancies or inconsistencies in tax returns or supporting documentation, and communicate findings to the tax preparation team or clients as necessary. 3. Conduct in-depth reviews of complex tax issues, including research and interpretation of tax laws, regulations, and rulings, to provide accurate and timely advice to clients. 4. Collaborate with the tax preparation team to provide guidance and recommendations for correcting errors, improving processes, and ensuring adherence to tax compliance standards. 5. Stay up-to-date with changes in tax laws, regulations, and industry practices, and incorporate relevant updates into the review process and client recommendations. 6. Work closely with clients to gather necessary information and answer any tax-related questions or concerns they may have. 7. Provide guidance and support to junior staff members, including reviewing their work and offering constructive feedback to help them improve their tax knowledge and skills. 8. Maintain accurate and organized documentation of review findings, recommendations, and client communications. 9. Participate in tax planning and consulting engagements as required, providing expertise and insights to help clients optimize their tax positions and mitigate risks. Qualifications : CA only
Conduct online research to identify potential clients in target industries (IT, KPO, BPO, SaaS, etc.) Gather and validate contact information (email, LinkedIn profiles, job titles, company size, etc.) Use platforms like LinkedIn, Crunchbase, Apollo, ZoomInfo, Upwork, Clutch, and company websites Build and maintain prospect databases using Excel, Google Sheets, and CRM systems Segment and classify data by industry, geography, and other relevant filters Collaborate with the Business Development team to qualify and transfer data into outreach campaigns Monitor data accuracy and regularly update outdated or invalid entries Maintain data confidentiality and adhere to GDPR/marketing compliance standards Support lead scoring and prioritization based on defined parameters
Research and identify potential leads from international markets (US, UK, EU) Generate qualified leads through LinkedIn, email campaigns, online tools, and databases Build a strong prospect database and nurture leads into appointments Maintain accurate lead records using CRM tools Collaborate with the sales team to ensure smooth transition of leads Meet or exceed weekly/monthly targets for outreach and lead conversion Stay up-to-date with industry trends and prospect needs
Bookkeeping & Financials : Ensure accurate general ledger management and reconciliations. Team Leadership : Guide and mentor junior accountants; review their output and provide feedback. Financial Reporting : Deliver monthly, quarterly, and annual financial statements. Tax & Compliance : Support tax computations, filings, and ensure regulatory compliance. AP/AR Oversight : Manage invoicing, payments, and reconciliation. Payroll : Handle payroll operations including statutory deductions and reporting. Audit Readiness : Prepare required documentation and collaborate with internal/external auditors. Process Improvement : Innovate and improve accounting workflows using modern tools. Client Advisory : Advise clients on budgeting, planning, and financial best practices. Regulatory Alignment : Work within GAAP/IFRS and local standards.
Prepare and file Corporation Tax returns (CT600) for UK companies in compliance with HMRC regulations. Manage and file Self-Assessment tax returns (SA100) for individuals, including directors, landlords, sole traders, and high-net-worth individuals. Perform tax computations, identify allowable expenses, and ensure accurate tax reliefs are claimed. Advise clients on tax liabilities, payment schedules, and planning opportunities. Liaise with HMRC on behalf of clients to resolve queries or issues. Ensure all tax submissions are accurate and filed on time to avoid penalties. Stay up-to-date with changes in UK tax laws, HMRC guidelines, and best practices. Assist with tax planning, year-end advisory, and strategic tax minimisation. Collaborate with internal accounting and audit teams to ensure tax compliance.
Prepare monthly management accounts including P&L, balance sheet reconciliations, and variance analysis Budgeting, forecasting, and financial planning support across retail and e-commerce channels Business partnering with operations, buying, and merchandising teams to support cost control and margin improvement Conduct financial performance analysis by product line, store, and region Monitor inventory levels, stock movements, and perform cost of sales analysis Prepare and present monthly financial reports to senior management Support year-end audits and liaise with external auditors Drive process improvements and support implementation of financial systems Ensure compliance with UK GAAP and internal financial controls
As a Tax Specialist, your primary responsibility will be preparing and filing Corporation Tax returns (CT600) for UK companies in adherence to HMRC regulations. You will also be managing and filing Self-Assessment tax returns (SA100) for various individuals, including directors, landlords, sole traders, and high-net-worth individuals. Your role will involve conducting tax computations, recognizing allowable expenses, and guaranteeing accurate tax reliefs are availed. You will be expected to communicate effectively with HMRC on behalf of clients to address any queries or concerns efficiently. Furthermore, it is imperative to ensure all tax submissions are precise and submitted within the specified timelines to prevent any penalties. Keeping abreast of the latest changes in UK tax laws, HMRC guidelines, and industry best practices is crucial to perform your duties effectively. In addition to the above responsibilities, you will be assisting in tax planning, providing year-end advisory services, and strategizing for tax minimization. Working closely with internal accounting and audit teams will be essential to ensure overall tax compliance across the organization.,
Job Title: Virtual Assistant – US Hours (EST) Location: Prahlad Nagar, Ahmedabad (Work from office only) Shift Timing: 6:00 PM to 3:00 AM Priority: Immediate Hire Please apply if you are ready to relocate Ahmedabad and ready for Night Shift . Email : recruitment@sourceinsol.com WhatsApp only on +91 8160598355 Requirements: - High-Level Communication: Serve as a professional liaison on behalf of the executive, communicating effectively with Regional Managers, corporate staff, and support teams. - Daily Task Management: Ensure completion of daily tasks, preparation of meeting agendas, and timely follow-up with relevant departments such as Marketing. - Meeting Coordination: Schedule and manage meetings using Zoom and Microsoft Teams, ensuring all logistics are handled smoothly. - Project Follow-ups: Track progress and follow up on internal projects, open tasks, issues, or concerns across departments. - Professional Correspondence: Draft polished and professional letters, emails, and documents for internal and external use. - Report Management: Create, analyze, and manage reports; ensure accurate documentation and storage of key files in OneDrive or the internal server. - Documentation: Maintain and organize important files and project records systematically. #ExecutiveAssistant #RemoteJobs #USShiftJobs #CommunicationSkills #AdminSupport #MicrosoftOffice #PowerPointSkills #ZoomMeetings #ProjectFollowUp #OneDriveManagement #ProfessionalCorrespondence #ReportAnalysis #ExcelProficiency #TimeManagement #VirtualCollaboration #TeamCoordination #TaskManagement #MeetingSupport #CorporateLiaison #ESTShift
Prepare and assist in preparing simple to complex tax returns for individuals and businesses. Review various financial records like income statements, receipts of expenditures, and previous tax returns to determine a strategy for preparing current returns. Interview clients to get a thorough picture of their financial situation. Prepare and review tax returns using electronic filing software (Pro system FX, Pro series, Lacerate, Go System, Drake, Ultra tax, Intuit online tax), additionally QuickBooks expertise is a must Help taxpayers/clients by using their federal, state, and local codes and see to it that clients receive the maximum benefit permitted under the law of government. Uncover potential deductions and credits. Advise against potential tax liabilities. Ensure clients do not pay unnecessary taxes. Resolve customer queries. Verify totals on past forms for accuracy. Assist the operations team with their daily workload.
Job Title: Virtual Assistant US Hours (EST) Location: Prahlad Nagar, Ahmedabad (Work from office only) Shift Timing: 6:00 PM to 3:00 AM Priority: Immediate Hire Please apply if you are ready to relocate Ahmedabad and ready for Night Shift . Email : [HIDDEN TEXT] WhatsApp only on +91 8160598355 Requirements: - High-Level Communication: Serve as a professional liaison on behalf of the executive, communicating effectively with Regional Managers, corporate staff, and support teams. - Daily Task Management: Ensure completion of daily tasks, preparation of meeting agendas, and timely follow-up with relevant departments such as Marketing. - Meeting Coordination: Schedule and manage meetings using Zoom and Microsoft Teams, ensuring all logistics are handled smoothly. - Project Follow-ups: Track progress and follow up on internal projects, open tasks, issues, or concerns across departments. - Professional Correspondence: Draft polished and professional letters, emails, and documents for internal and external use. - Report Management: Create, analyze, and manage reports; ensure accurate documentation and storage of key files in OneDrive or the internal server. - Documentation: Maintain and organize important files and project records systematically. #ExecutiveAssistant #RemoteJobs #USShiftJobs #CommunicationSkills #AdminSupport #MicrosoftOffice #PowerPointSkills #ZoomMeetings #ProjectFollowUp #OneDriveManagement #ProfessionalCorrespondence #ReportAnalysis #ExcelProficiency #TimeManagement #VirtualCollaboration #TeamCoordination #TaskManagement #MeetingSupport #CorporateLiaison #ESTShift Show more Show less
You will be responsible for managing the Financial Accounting, which includes month-end journals and processes. Additionally, you will be required to prepare annual financial statements in accordance with Australian Accounting Standards (AASs) and Financial Reporting Directions (FRDs), while also assisting in the preparation of monthly financial Board reports. Your duties will involve the preparation of monthly financial data for the Department of Treasury and Finance, as well as managing tax compliance-related tasks and balance sheet reconciliation-related tasks to ensure compliance with Australian Accounting Standards. Monitoring accounting and reporting developments and requirements for the organization will also be part of your responsibilities. You will be expected to prepare financial viability assessments concerning prospective suppliers, lease, and license holders, and develop systems and processes to ensure standardization in financial accounting provision. As the champion for Xero modules, you will oversee and ensure the delivery of month-end duties such as journal processing and interfaces.,
As a Tax Preparer, your main responsibility will be to prepare simple to complex tax returns for individuals and businesses. This will involve reviewing various financial records such as income statements, receipts of expenditures, and previous tax returns to devise a strategy for the current returns. You will also be required to conduct interviews with clients in order to gain a comprehensive understanding of their financial situation. Using electronic filing software such as Pro System FX, Pro Series, Lacerte, Go System, Drake, Ultra Tax, and Intuit Online Tax, you will be responsible for both preparing and reviewing tax returns. Proficiency in QuickBooks is essential for this role. Additionally, you will need to ensure the accuracy of totals on past forms. In addition to tax preparation tasks, you will also be expected to support the operations team with their daily workload. This may involve assisting with various administrative tasks to ensure the smooth functioning of the department.,
Develop and maintain detailed financial models for budgeting and forecasting. Prepare monthly, quarterly, and annual financial reports for internal and external stakeholders. Analyze financial performance against budgets, forecasts, and prior periods. Identify trends, risks, and opportunities to improve financial outcomes. Partner with cross-functional teams (Sales, Operations, HR) to gather inputs and provide insights. Support month-end and year-end close processes with relevant reporting and reconciliations. Assist with board reporting, KPI dashboards, and scenario analysis. Implement process improvements to increase efficiency in financial planning and analysis.
As a Financial Analyst, your responsibilities will include developing and maintaining detailed financial models for budgeting and forecasting purposes. You will be preparing monthly, quarterly, and annual financial reports to be shared with both internal and external stakeholders. Your role will also involve analyzing the financial performance against budgets, forecasts, and prior periods to identify trends, risks, and opportunities for improving financial outcomes. In this position, you will collaborate with cross-functional teams such as Sales, Operations, and HR to gather inputs and provide valuable insights. Additionally, you will play a key role in supporting month-end and year-end close processes by providing relevant reporting and reconciliations. You will also assist in board reporting, KPI dashboards, and scenario analysis to help drive strategic decision-making. Furthermore, you will be expected to contribute to implementing process improvements that enhance efficiency in financial planning and analysis. Your role will require a keen eye for detail, strong analytical skills, and the ability to communicate effectively with various stakeholders across the organization.,