Lead Financial Analyst

6 days ago


Ghaziabad, Uttar Pradesh, India WizeTalent Full time
About Trail CPA

At Trail CPA, we pride ourselves on being more than just accountants or bookkeepers. We're a team of proactive advisors committed to driving our clients' success.

We foster a collaborative, growth-oriented environment where your expertise is valued, professional development is supported, and innovation is encouraged.

You'll work with a diverse range of clients, tackle meaningful challenges, and have the opportunity to make a real impact.

Compensation

We offer a competitive salary package, including a minimum of 60,000 INR per month, which is negotiable for a candidate with the right experience.

Additionally, you'll enjoy flexible working hours, the opportunity to work in our Ghaziabad Uttar Pradesh office, and a generous leave policy that includes 10 days of paid leave plus US and Indian public holidays.

You'll also benefit from training and career growth opportunities, making it an ideal choice for those looking to elevate their careers.

Job Overview

As a Senior Bookkeeper, you will be responsible for reviewing financial statements, supporting clients with accounting-related advisory services, working on excise registration and returns, and undertaking all bookkeeping activities, including bank and credit card reconciliation, accounts payable, accounts receivable, and payroll.

Our ideal candidate is highly trainable, has knowledge of US bookkeeping and admin procedures, and will be an asset to our team.

Key Responsibilities
  • Set up bank accounts, online access, and chart of accounts
  • Reconcile bank and credit card accounts efficiently
  • Handle transactions like checks and deposits
  • Correct errors in profit and loss statements
  • Generate and upload basic financial statements
  • Manage bills, invoices, payments, and sales receipts accurately
  • Organize the chart of accounts neatly
  • Post journal entries for interest and depreciation
  • Categorize expenses correctly for tax purposes
  • Process transactions with sales tax and pay taxes
  • Manage 1099 processing for vendors
  • Address complex payroll issues
  • Reconcile gross payroll and taxes
  • Adjust balance sheets to match tax returns
  • Process property tax returns accurately
  • Maintain job costing for project analysis
Requirements
  • 4+ years of US Public Practice experience in a US Bookkeeping firm
  • Chartered accountant or Certified public accountant
  • Proficient with software such as QBO, Microsoft, and Xero
  • Strong communication skills, both written and verbal, with both peers and clients
  • Experience managing other Bookkeepers
  • Capable of working independently and collaboratively
  • Highly dependable and trustworthy
  • Exceptionally organized and accountable
  • Enjoys tackling challenges


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