- Manage clients’ financial operations, including taxation, accounting, bookkeeping, and payroll.
- Ensure compliance with US taxation laws and regulations, including timely tax return filings and payments.
- Lead tax planning and advisory for assigned clients, identifying opportunities to reduce tax liability.
- Collaborate with sales and business development to pursue client opportunities, including proposals, pitches, and client meetings.
- Manage accounts receivable and accounts payable, including invoicing, collections, payments, and reconciliations.
- Maintain financial records and documentation using accounting software such as QuickBooks.
- Analyze financial data and trends and provide recommendations to improve financial performance and operational efficiency.
- Mentor junior accounting staff and facilitate client onboarding for assigned engagements.
- Participate in external audits, prepare year-end audit schedules, and provide documentation as needed.
- Assist with documenting, designing, testing, and automating accounting processes and spreadsheets.
Business DevelopmentMicrosoft ExcelQuickBooks