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Job Description - Sr. Accountant

The document outlines the roles and responsibilities related to client management, including day-to-day accounting, onboarding new clients, and performance reviews for team members. It emphasizes the importance of accurate reporting, resolving client queries, and assisting with process documentation. Additionally, it highlights the need for regular updates on team performance and challenges faced in delivering client services.

Uploaded by

Awani Nirgude
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11 views2 pages

Job Description - Sr. Accountant

The document outlines the roles and responsibilities related to client management, including day-to-day accounting, onboarding new clients, and performance reviews for team members. It emphasizes the importance of accurate reporting, resolving client queries, and assisting with process documentation. Additionally, it highlights the need for regular updates on team performance and challenges faced in delivering client services.

Uploaded by

Awani Nirgude
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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ROLES & RESPONSIBILITIES:

1. Existing Client Management:


o To manage and execute day-to-day accounting and
bookkeeping activities for multiple allocated clients.
o Ensure accurate and timely closure of accounts by preparing
monthly, quarterly, and annual reports & Consolidation reports
in compliance with approved financial policies, procedures, and
client requirements.
o General ledger analysis, P&L analysis and assist to month
end management accounts preparation
o Resolving client's queries related to Accounts processes to
ensure quality and adherence to SLA
o Compiling, analyzing, and reporting financial information to
client/management.
o Assist Senior Team Member with reviews and updates of
existing client process documentation and checklists.
2. New Client Onboarding:
o Assists Senior Team Member in onboarding new client
o Identify tools (software, platforms, etc, accounting) and ways
of working for new accounts
o Assist in setting up a basic account framework for initiating
new projects
o Identify and report to Senior Team Member potential or
known problem scenarios/people to ensure deliverables are not
hampered
o Assist Senior Team Member in creating process documents
with details of deliverables and process flows along with
checklists to assist in frequent monitoring
3. Performance Review for Senior & Junior team members
o Conducts frequent checks using checklists on timely intervals
before deadliness for work completed by a team
o Identifying performance levels for team members to setup
training or provision of new tasks/accounts
o Conduct training to members to improve performance
o Communicating with team members on a regular interval and
providing constructive and appreciative feedback
o Identify work capacity for team members and report to Senior
Team Member
o Identifies talented individuals who can be groomed
4. Assist Senior Team Member management with ad hoc projects, as
needed
o Identifying and reporting to senior management potential or
known problem scenarios / people to ensure deliverables are not
hampered

5. Reporting On the following:


o Daily updates on:
i. The tasks and team status to ensure client
deliverables
ii. Challenges identified by team members or self in
actioning
immediate or long-term deliverables
o Weekly update on the following:
i. Team performance, Individual team performance
levels, actions set to improve performance and
progress
ii. Statement of client audits conducted along with
findings
iii. Challenges identified with specific individuals
iv. Statement of client process documents updates
v. New client progress, issues or challenges
vi. Good working knowledge of accounting software
like QuickBooks desktop, QuickBooks, CaseWare,
Profile & Tax prep.

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