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AccountingBookkeeping Associate
Associate Bookkeeper usually includes; tasks like performing basic bookkeeping tasks, assisting with payroll processing, and preparing financial documents.
Bookkeeping associate key skills:
- Recording transactions on Daily, Weekly, Monthly and Yearly basis
- Sales Tax & Payroll Reconciliation
- Sales Tax Reconciliation
- Accounts Payable – Account Receivable Management
- Bank and Credit Reconciliation (Daily – Weekly – Monthly – Yearly)
- Reconciling books to third-party records
- Preparation of 1099 Form
- Computer Literacy – Moderate to Good
- Quickbooks/Xero Experience
- Microsoft Excel Literacy (Basic)
Payroll Associate
They prepare reports by compiling summaries of employee earnings, taxes, deductions, leaves and disability. The payroll associate must ensure that employees are paid on time and accurately and should possess excellent organizational, mathematical, accounting and communication skills.
Key Skills:
- Produce checks/vouchers and process clients’ payroll
- Input all payroll-specific data to ensure that all payroll processing deadlines are met
- Process payroll garnishments, vacation time, insurance and other payroll process related deductions
- Preparation of single and multi-state quarterly alongside annual payroll tax reconciliations
- Preparation of payroll compliance returns
- Filing all payroll client information
- Maintains payroll software as assigned
- Maintains detailed daily time records of work performed
- Provides assistance with payroll audits
- Preparation and Submission of reports regularly
- Proficient in Microsoft Excel & Office
AR/AP Associate
The accounts payable and receivable clerks are a part of the finance department. They are mostly involved in recording, computing, and classifying the revenue data to assure a complete financial record. Keeping track of the accounting is necessarily of extreme importance as the exact state of affairs is highly dependent on the current financial status of a firm.
Key Skills:
- Accounts Payable Management
- Process Payment and Manage Vendor Credit Period
- Accounts Receivable Management
- Process the Receipt and Manage Debtors Credit Period
- Reporting of Aging Report at Regular Interval
- Interacting to coordinate with Team Members / Vendors / Customers
- Enter missing invoice for payments received
- Reconciling Balance with Third Party Confirmation
- Follow ups via Call/Email for Invoice Payment
- Follow ups via Call/Email for Bills Collection
- Knowledge of Quickbooks, Bill.com and MicroSoft Excel
Accounting Associate
The Accounting Associate assists in compiling and reviewing financial information, preparing financial forms, documents and reports. Accounting Associates is also responsible for the preparation of budgets and financial statements alongside assisting with tax filings, accounts receivables, accounts payables and payroll processing.
Key Skills:
- Preparation, recording, processing accounts payable and cash disbursement as well as accounts receivable and cash receipts.
- Preparation of allocation tables for indirect expenses and revenue items as per the requirement.
- Bank reconciliation
- Preparation and processing of payroll and deductions schedules
- Reconciliation of Payroll, Sales Tax, Loan Accounts
- Maintenance / Preparation of required records, reports and files in proper & well-organized manner
- Reviewing of open invoice reports and following up with a schedule of payments/adjustments
- 3 Months of Training particularly on US Accounting
- Bachelor’s Degree (Accounting) or CA-Semi-Qualified or Equivalent degree
- 2+ Years of Experience in Public Accounting (Domestic)
- Proficient in Microsoft Excel, QuickBooks and other relevant software
Senior Accounting Associate
A Senior Accounting Associate provides day-to-day financial reporting services to a portfolio of clients and structures, at the same time ensures compliance with internal policies, procedures and guidelines are met; Financial statements preparation in compliance with GAAP (IFRS, US GAAP, FRS 102 and LUX GAAP).
Key Skills:
- Balance sheet reconciliations
- Journal entries and adjustments (month-end)
- Month-end closure and financial reports
- Reviewing and Preparing Monthly Bank Reconciliation
- Month-end statements for internal/external users
- Tax Return Adjustments
- Sales Tax / Payroll / Loan / Investment Account Reconciliation
- Administration of Concur Time & Expense system
- Assistance with business taxes, registrations and compliance filings
- Bachelor’s Degree
- Accounting experience of 3+ years
- Proficient with Microsoft Office Suite and relevant Accounting Software
- Reporting (MIS)
- Analysis and Reporting (Cashflow)
- Reporting and Analysis of Key Performance Indicators (Operational and Core KPIs of the business)
- Budget and Forecast
- Internal and company-related Reconciliation and Consolidated financial statements
- Reconciliation of Control Accounts
Accounting Supervisor
Accounting supervisors deliver ensuring that all financial and accounting operations within the relevant department run smoothly. They oversee as well as groom up the work of junior accounting staff including review of financial statements to ensure accuracy & reconcile general ledger accounts.
Key Skills:
- Preparation of financial statement with analysis
- Review of balance sheet account reconciliations on monthly basis
- Measure & Strategize monthly financial results
- Reviewing/Supervising tasks allotted to Bookkeepers, Accountants & the AP/AR Team
- Reviewing and approval of journal entries
- Budgeting – Variance analysis
- Team Mentoring & Supervision
- Researching, analyzing and accordingly, recommends solutions to complex/complicated accounting issues
- Reporting and Analysis of Key Performance Indicators (Operational and Core KPIs of the business)
- Reporting (MIS)
- Budget and Forecast
- Internal and company-related Reconciliation and Consolidated financial statements
- Reconciliation Control Accounts
- Proficient with Microsoft Office Suite and most relevant accounting software
Associate Tax Preparer
Preparing and filing of tax returns and paper-works for firms, partnerships & individuals. Researching tax issues and assisting with tax audits. Consultation with clients, reviewing their tax details, and responding to questions/concerns.
Key Skills:
- Microsoft Office Suite, with expertise in MS Excel
- Fundamental Understanding of Quickbooks, Xero and all US Accounting software
- Business Tax Experience
- Multi-State Tax Preparation
- At least OneTax Season Experience
- Bachelor’s Degree
- Computer Literacy – Moderate to Good
- Primary Tax Software Experience
Associate Tax Accountant
Associate Tax Accountant is capable of preparing tax provisions schedules, returns, payments, reports and maintain a firm’s tax database. Find solutions to complicated tax issues/errors from incorrect tax filings. Identify legal tax savings and recommend ways to improve return on investments.
Key Skills:
- Microsoft Office Suite, with expertise in MS Excel
- Fundamental Understanding of Quickbooks, Xero and all US Accounting software
- Business Tax Preparation (Basic to Moderate)
- Individual Tax Preparation
- Multi-State Tax Preparation
- Year End Accounting and Adjustments
- Atleast One Tax Season Experience
- Bachelor’s Degree
- Computer Literacy – Moderate to Good
- Relevant Tax & Accounting Software Experience
Sr. Associate Tax Preparer
Also called tax specialists, tax associates prepare tax returns for firms, partnerships, and individuals, and ensure their clients comply with state/federal tax regulations according to the relevance.
Key Skills:
- Microsoft Office Suite, with expertise in MS Excel
- Fundamental Understanding of Quickbooks, Xero and all US Accounting software
- Basic Business Tax Experience
- Multi-State Tax Preparation
- At least OneTax Season Experience
- Bachelor’s Degree
- Computer Literacy – Moderate to Good
- Atleast One Tax Software Experience
Sr. Tax Accountant
A Senior Tax Accountant monitor and heads the activities of a junior tax accountant in addition to juggling additional tasks. For example, making sure that the department avails timely and accurate forecasting and periodic tax reports, assisting the firm with tax audit support; business support under the direction/supervision of the Head of Accounting.
Key Skills:
- Microsoft Office Suite, with expertise in MS Excel
- Fundamental Understanding of Quickbooks, Xero and all US Accounting software
- Individual Tax Preparation (Moderate)
- Basic Business Tax Experience
- Multi-State Tax Preparation
- Year End Accounting and Adjustments (Moderate)
- Basic Exempt Organization Tax Preparation
- Basic Trust Tax Preparation
- Foreign Forms Preparation – 5471, 5472, 1116, 2555, etc.
- Bachelor’s Degree
- Computer Literacy – Moderate to Good
- Relevant Tax Software Experience
Supervisor Tax Reviewer
A tax supervisor works in a managerial role within a company to create and implement a comprehensive tax strategy for their company. Tasks involve creating, planning, and thoroughly inspecting strategies for filing tax documents in a team setting.
Key Skills:
- Microsoft Office Suite, with expertise in MS Excel
- Fundamental Understanding of Quickbooks, Xero and all US Accounting software
- Individual Tax Preparation (Moderate/Complex)
- Business Tax Preparation (Moderate/Complex)
- Multi-State Tax Preparation (Moderate/Complex)
- Consolidated Tax Returns
- Year End Accounting and Adjustments (Moderate)
- Exempt Organization Tax Preparation (Complex)
- Trust Tax Preparation (Complex)
- Basic Gift & Estate Tax Returns Preparation
- Foreign Tax Forms & Foreign Partnership Form – 5471, 5472, 1116, 2555, 8865,3520
- Foreign Corporation Form – 1120-F
- Tax Planning & Research
- Computer Literacy – Moderate to Good
- Relevant Tax Software Experience
Associate – Auditor
Assists customers/clients with basic accounting practices. Creates financial statements using a prescribed format. Collaborates with other auditors to assure companies’ adherence to acceptable accounting standards. Maintains current information of tax issues and accounting statements.
Key Skills:
- Microsoft Office Suite, with expertise in MS Excel
- Fundamental Understanding of Quickbooks, Xero and all US Accounting/Audit software
- Audit Planning – Risk Assessment
- Audit Execution – Checking/Reviewing Samples
- Preparation of Audit Report
- Proficiency in spreadsheets, Caseware, Quickbooks
- Effective written communication skills
Associate – Review & Compilations
Associate – Review and compilations understands the difference between a preparation, a compilation, and a review engagement. The Associate identifies the objective and requirements of an engagement to prepare financial statements.
Key Skills:
- MS Office Suite, with strength in MS Excel
- Fundamental Understanding of Quickbooks and US Accounting/Auditing
- Fundamental Understanding of Reviews and Compilation Engagement.
- 20+ hours of Certificate Course/Training on Reviews and Compilations. (That Includes)
- Understanding the differences between a preparation, a compilation, and a review engagement
- Recognize the applicability of Statements on Standards for Accounting and Review Services (SSARS) to various types of professional services
- Objectives and procedures between compilation and review engagements
- Identify the objective and requirements of an engagement to prepare financial statements
- Recognize departures from GAAP and/or omitted disclosures
- Planning and Administration of the Engagement
- Thorough Understanding of the firm’s Financial Reporting Framework.
- Communication between Predecessor and Successor Accountant
- Elements of a Review report
- Various reporting possibilities for review engagements
- Reporting of Variations
Senior Associate – Auditor
Senior audit associates execute all phases of the audit process, which includes financial analysis, planning, substantive testing, and issuance of opinion; present audit findings to management and prepare financial statements.
Key Skills:
- Microsoft Office Suite, with expertise in MS Excel
- Fundamental Understanding of Quickbooks, Xero and all US Accounting/Audit software
- Audit (Financial)
- Audits (HUD)
- Preparation of Work Papers
- Execution of Audit Procedures
- Risk Assessment – Checking/Reviewing Samples
- Preparation of Reports
- Proficiency in Microsoft Office, QuickBooks, Caseware
Senior Associate – Review & Compilations
Senior Associate – Review and compilations has a fundamental understanding of QuickBooks, Xero as well as most US Accounting/Auditing. They also possess a better understanding of reviews and compilation engagement.
Key Skills:
- Fundamental Understanding of QuickBooks and US Accounting/Auditing
- Fundamental Understanding of Reviews as well as Compilation Engagement.
- 20+ hours of Certificate Course/Training on Reviews and Compilations. That Includes;
- Understanding the differences between a preparation, a compilation and a review engagement
- Recognize the applicability of Statements on Standards for Accounting and Review Services (SSARS) to various types of professional services
- Objectives and procedures between compilation and review engagements
- Identify the objective and requirements of an engagement to prepare financial statements
- Recognize departures from GAAP and/or omitted disclosures
- Planning and Administration of Engagement
- Thorough Understanding of the firm’s Financial Reporting Framework.
- Communication between Predecessor and Successor Accountant
- Elements of a Review report
- Engagement Letters
- Various reporting possibilities for review engagements
- Reporting of Variations
Audit Supervisor
Audit Supervisor performs audits for a business’s various departments such as operations, finances, compliance with policies and procedures, etc. Manage & maintain audit planning and reporting activities according to established policies. Supervise audit team to ensure quality and delivery ahead of deadlines. Measure performance of audit staff and provide relevant feedback.
Key Skills:
- Perform audits for business operations, finances, compliance with policies and procedures
- Oversee audit planning and reporting activities according to established policies
- Supervise audit team to ensure quality and delivery prior to deadlines
- Evaluate performance of audit staffs and provide appropriate feedback
- Provide assistance in risk assessment and mitigation activities
- Organize trainings for audit team and developing their skills
- Coordinate with team for audit findings review
- Prepare reports with audit findings and recommendations
- Assist in developing budgets and timelines for upcoming audits
- Evaluate current audit procedures and recommend improvements
- Evaluate and enhance internal controls to improve operational efficiency
- Keep the management updated status on regular basis
- Communicate with management about audit observations, recommendations,and actions to be taken
- Clear & complete work papers preparation and store them in department repository
Associate Auditor
Assists customers/clients with basic accounting practices. Creates financial statements using a prescribed format. Collaborates with other auditors to assure companies’ adherence to acceptable accounting standards. Maintains current information of tax issues and accounting statements.
Key Skills:
- MS Office Suite, with strength in MS Excel
- Fundamental Understanding of Quickbooks and US Accounting/Audit
- Audit Planning – Risk Assessment
- Audit Execution – Checking and Reviewing Samples
- Preparation of Audit Report
- Proficiency spreadsheets,Caseware, Quickbooks
- Effective written communication skill
