• 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.

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