Job Description

Key Responsibilities:

1. Financial Management:

- Oversee the day-to-day financial operations for multiple clients, including accounts payable, accounts receivable, and general ledger functions.

- Prepare, review, and analyze financial statements to ensure accuracy and compliance with relevant regulations and standards.

- Manage month-end and year-end closing processes for clients.

2. Client Relations:

- Serve as the primary financial contact for assigned clients, addressing their financial needs and providing expert advice.

- Develop and maintain strong relationships with clients, understanding their business goals and financial challenges.

- Prepare and present financial reports and insights to clients, helping them make informed business decisions.

3. Budgeting and Forecasting:

- Assist clients in developing budgets and financial forecasts, ensuring alignment with their strategic objectives.

- Monitor budget performance and provide variance analysis to clients, offering recommendations for improvement.

4. Tax Preparation and Compliance:

- Prepare and review tax returns for clients, ensuring compliance with federal, state, and local tax regulations.

- Identify tax planning opportunities and advise clients on tax-saving strategies.

5. Internal Controls and Audits:

- Implement and maintain robust internal controls to safeguard client assets and ensure accurate financial reporting.

- Coordinate and support external audits, providing necessary documentation and responding to auditor inquiries.

6. Financial Analysis:

- Conduct financial analysis to identify trends, variances, and opportunities for clients.

- Provide actionable insights and recommendations to improve clients' financial performance and operational efficiency. ProActivate

Job Tags

Local area,

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