PURITY CHEGE

• Schedule appointments for Taxpayers using Acuity scheduling for tax preparation.
• Review taxpayer's documents for tax preparation, such as identification IDs, W9s, and or 1099 forms.
• Interview the taxpayers to understand the nature of their income, residency status, and tax treaty benefits for the year of their tax returns.
• Screen the taxpayer information provided by filling out forms 13614C and 13614-NR to assign the appropriate Tax preparer.
• Document and report all information gathered after a Quality review using a checklist to ensure the accuracy and completeness of the information required for the tax return.

Role summary- To Provide Analytical support for all accounting & Finance activities such as month end close,payroll,recievables,payables, etc. Oversee vendor management, labor efficiency, throughput reporting & analysis.

• Review entries and postings using software systems like ADP, Oracle AR & AP, Sage Evolution & Quick books Online.
• Coordinate invoice postings ,general ledger reporting & conduct variance analysis.
• Prepare month end close accruals and re class journal entries.
• Reconcilepurchase orders as support to expense recognition.
• Prepare weekly & monthly projects cashflow reports for variance analysis with budget project holders.
• Audit vendor payables for accuracy and check approval standards are met prior to payment processing.
• Execute daily customer and vendor contract requirements and identify accessosorial activity together with neccessary documentation are in place.
• Support external Auditors with audit sample documents are assist in preparation of annual audited accounts.
• Provide overall financial management & reporting support to board and assist with preparation of board financial papers.

Role Overview.

Management of Accounts recievable &payables functions include ensuring timely and accurate processing of invoices of invoices, payments & reciepts. Prepared financial reports and ensure compliance with accounting standards, regulatory requirements and company policies.

• Assist in development and monitoring the operating & capital budgets.
• Research and analyse monthly variances, financial reports and adhoc revenue and expenditure; and provide budget oversight to project leads and staff.
• Deliver business performance insights by using financial data analytics metrics, charts, ratios to take corrective action.
• Conduct process improvements and participate in cross functional teams to improve processes and support strategic initiatives.
• Reconcile credit card statements and ensure accurate allocation of expenses; process and track credit card payments to avoid late fees and maintain good credit standing.

• Maintain accurate accounts for cash, fixed assets and other transactions.
• Create journal entries accurately and timely for month end close processes.
• Develop staff expense and reimbursement tracker to reduce user errors and increase reporting accuracy.
• Assist in the preparation of tax returns by gathering necessary information from clients and maintaining organized files with documents related to taxes.
• Monitor balance sheets and income statements to evaluate financial performance.
• Manage accounts receivable and payable, reconcile bank statements, and prepare financial reports.
• Provide guidance to other departments regarding accounting policies and procedures.
• Maximized tax refunds by striving to obtain taxable income, deductible expenses and allowance details.
• Liaise with auditors to complete annual audits and maintain compliance with local, state and requirements.