Sr Account Manager

2 months ago

Sahibzada Ajit Singh Nagar, India Transcounts Full time
1. Senior AccountManager (Canadian/USAccounting)2. Location: Mohali SAS Nager PBIndia(Onsite)3. JobType: Fulltime (Timing: 4PM to 1 AMIST)Transcounts isan Accounting Company based in Mohali PB. We provide backofficesupport to meet the outsourcing bookkeeping requirements of ourclients in Canada and the USA. We believe in effectivenessinnovation collaboration and integrity. We aim to grow rapidly in2024 and the coming years. This position is ideal for someone witha strong accounting background in Canadian and US operations. Weare looking for someone who can commit for longterm and wants togrow with the company.Independently ClientHandling:
  1. Settingup chart of accounts and taxes in accountingsoftware.
2. Arranging bookkeepingdata statements missing invoices and software accesses from clients(emails only).
  1. Transactionprocessing mainly in QuickBooks/Xero and Dext/Hubdoc along withother related apps.
4. Confident toprepare bank queries (suspense account) for clients and fixing themin QBO/XERO when answered by client.5.Double checking your work before sharing withclients/manager.6. Bank credit card and loanaccount reconciliations.7. Inventory& COGS reconciliations along with intransit inventory andadvance payments to suppliers.8. Financialreports preparation review and finalization. Preparing KPIdashboard for the most relevant information to the business ownersand the management.9. Preparing yearendfinancial for the client and yearend package for the taxaccountant.10. Understanding of year endadjustment journal entry and matching final trial balance with thecorporate tax return provided by the taxaccountant.11. Understanding taxes payableand return filing timelines for all yourclients.12. Ability to plan and execute thefull monthly bookkeeping tasks including requirements from clientsteps and final deliverables with timelines.Day to day work andcollaboration:
  • Catching up on the emailsand checking for any actionable items.
  • 30minutes of planning task list review prioritizing deliverablescollaboration with internal teams.
  • Taking 2 to3 clients to complete predeterminedtasks/deliverables.
  • Inform your manager ondaily progress and deliverables.
Must have (skills andknowledge):1. 1years of experience working in outsourced accounting in publicpractice environment.2. 2 years of strongknowledge of QuickBooks and/or Xero.3.Exceptional communication skills both written and spoken. Handledaily emails for your clients with a communication style that isclear concise and empathetic.4. Ability towork in a fastpaced startup environment where you hack everythingand always look for creative ways to get the jobdone.5. Outstanding organizational skillswith the ability to prioritize andmultitask.6. Ability to work independentlyon 1020 clients with minimum guidance anderrors.Nice to have (skillsand knowledge):1.Handson experience with Canadian or USA Sales Tax Payroll Tax& Corporate Tax.2. Handsonexperience with other latest accounting related apps such as DextHubdoc Plooto Fathom ADP Google Drive Slack. MS Teams Zoom Videoetc.3. Handson experience with ecommerceaccounting apps such as Shopify & Amazon Square PayPal A2XCin7 Avalara etc.4. Answer this questions inyour application > what is your favourite country >please answer Fiji to reflect your attention todetail.5. Good understanding of full cyclebookkeeping and payroll along with other compliance like workerscompensation T4/T4A EHT W2/1099 etc.6.Canadian GST/HST/PST understanding return preparation review andfiling on CRA portal.KeyExpectations:1.Number of clients handling independently within first 90days.2. 100% Email communication handlingfor all your clients with least amount ofguidance.3. Preparing deliverable reports asper predetermined schedule with no delays.4.Client & Team appreciations vscomplaints.5. Tasks & deadlinemanagement for yourclients.The InterviewProcess:1. 20minutephone screening with HR.2. 30minute VirtualInterview with the Anmol Singh (PractiseManager).3. 2 hours of technical test andoneonone Interview with HR and AnmolSingh.4. 15minute Cultural fit interviewwith Aman Mittal.5. Background ReferenceCheck & Offer.What TranscountsOffers:1. Salary: 4to 6 Lacs INR PA depending on the workexperience.2. Benefits: 6 days sick leaves12 earned leaves Medical Insurance Dinner Meal & AnnualRetention Bonus.3. Robust Growth &Learning Opportunities.4. Any questionsplease reach out to

accounting,bookkeeping,tax,quickbooks,quickbooksonline,u.s. foreign account tax compliance act(fatca)

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