Tax Return Preparation Staff
Junior Tax Return Preparer
(1 to 2 tax seasons experience)
- Preparation of Individual Tax Returns – 1040, 1041
- Preparation of Business Tax Returns - 1065, 1120S, 1120
- Multi-task management and prioritization
- Basic Bookkeeping
- Average written and verbal communication
Senior Tax Return Preparer
(2 to 3 tax seasons experience)
- Preparation of Individual Tax Returns – 1040, 1041
- Preparation of Business Tax Returns - 1065, 1120S, 1120
- Multi-task management and prioritization
- Basic Bookkeeping
- Average written and verbal communication
Senior Tax Return Preparer
(2 to 3 tax seasons experience)
- Preparation of Individual Tax Returns – 1040, 1041
- Preparation of Business Tax Returns - 1065, 1120S, 1120
- Accounts payable and receivable management
- Record and classify all bank and credit card entries and reconcile the balances
- Loan entries and reconciliation of loan balances
- Recording Payroll entries and reconciliation with quarterly and annual payroll returns
- Review of General Ledger transactions and classify them accurately, if required
- Finalization of accounts and preparation of Profit &
- Loss Statement and Balance Sheet
- Month / Quarter / Year end journal entries and closing
- Prepare Sales tax working and e-file Sales tax returns
- Multi-task management and prioritization
- Average written and verbal communication
Bookkeeping and Accounting Staff:
Junior Bookkeeper
(1 to 1.5 years of experience)
- Accounts Payable including recording of Vendor invoices, Debit memos, check payments, etc.
- Accounts Receivable including of Customer invoices, Credit Memos, refunds and Payments
- Bank deposits, payments, transfers and reconciliation of bank balances
- Credit card charges, payments, credits and reconciliation of credit card balances
- Classify the expenses and income accurately
- Hands on experience working with MS-Excel
Senior Bookkeeper
(2 to 2.5 years of experience)
- Above capabilities of Junior Bookkeeper plus
- Loan entries and reconciliation of loan balances
- Prepare P & L and Balance sheet statements, etc.
- Recording Payroll entries
- Hands on experience working with MS-Excel
Senior Accountant
(3 to 4 years of experience)
- Above capabilities of Senior Bookkeeper plus
- Recording Payroll entries and reconciliation with quarterly and annual payroll returns
- Review of General Ledger transactions and classify them accurately, if required
- Prepare Work papers and Financials statements, etc.
- Finalization of accounts
- Prepare Sales tax working and e-file Sales tax returns
- Month / Quarter / Year end journal entries and closing
- Average written and verbal communication
Team Leader / Supervisor - Bookkeeping and Accounting
(4 to 5 years of experience)
- Above capabilities of Senior Accountant plus
- Training of the team members, Understand the priorities and assign tasks accordingly, Preparation of SOPs, etc.
- Managing a team of 4 to 5 team members
- Primary Point of Contact for the team and managing a Client Relationship
Audit Support Staff
Junior Audit Associate
(1 to 1.5 years of experience)
- Substantive test of various transactions
- Test of details of balances
- Analytical procedures
- Finalization of accounts
- Audit report drafting, etc.
- Basic Bookkeeping
- Hands on experience working with MS-Excel
- Average written and verbal communication
Senior Audit Associate
(2 to 3 years of experience)
- Substantive test of various transactions
- Test of details of balances
- Analytical procedures
- Finalization of accounts
- Audit report drafting, etc.
- Basic Bookkeeping
- Hands on experience working with MS-Excel
- Average written and verbal communication
Team Leader / Supervisor – Audit
(2 to 3 years of experience)
- Above capabilities of Senior Audit Associate plus
- Training of the team members, Understand the priorities and assign tasks accordingly, Preparation of SOPs, etc.
- Managing a team of 4 to 5 team members
- Primary Point of Contact for the team and managing a Client Relationship
