Hiring New

Hiring Tenure	Round The Year
Hiring Model	Full Time	Part Time/Temporary	On-Demand
Available Upto (Level)	All	1 to 4	1-5
Minimum Weekly Billing	40 hrs X Rate	20 hrs X Rate	$100
Rate	As Mentioned	25%	50%

Hiring Tenure	Round The Year
Hiring Model	Full Time	Part Time/Temporary	On-Demand
Available Upto (Level)	All	1 to 4	1-5
Minimum Weekly Billing	40 hrs X Rate	20 hrs X Rate	$140
Rate	As Mentioned	25%	50%

Hiring Tenure	Round The Year
Hiring Model	Full Time	Part Time/Temporary	On-Demand
Available Upto (Level)	All	1 to 4	1-5
Minimum Weekly Billing	40 hrs X Rate	20 hrs X Rate	£80
Rate	As Mentioned	25%	50%

	Fees Revision
Staff Level	First Year	Annually
Staff Levels	After 6 Months	After 12 Months	Annually
Level 1 to 3	$1	$1	$2
Level 4 to Above	$1 to $2	TBD	TBD

	Fees Revision
Staff Level	First Year	Annually
Staff Levels	After 6 Months	After 12 Months	Annually
Level 1 to 3	$1	$1	$2
Level 4 to Above	$1 to $2	TBD	TBD

	Fees Revision
Staff Level	First Year	Annually
Staff Levels	After 6 Months	After 12 Months	Annually
Level 1 to 3	£1	£1	£2
Level 4 to Above	£1 to £2	TBD	TBD

	Fees Revision
Staff Level	First Year	Annually
Staff Levels	After 6 Months	After 12 Months	Annually
Level 1 to 3	$1	$1	$2
Level 4 to Above	$1 to $2	TBD	TBD

	Fees Revision
Staff Level	First Year	Annually
Staff Levels	After 6 Months	After 12 Months	Annually
Level 1 to 3	$1	$1	$2
Level 4 to Above	$1 to $2	TBD	TBD

	Fees Revision
Staff Level	First Year	Annually
Staff Levels	After 6 Months	After 12 Months	Annually
Level 1 to 3	£1	£1	£2
Level 4 to Above	£1 to £2	TBD	TBD

	Fees Revision
Staff Level	First Year	Annually
Staff Levels	After 6 Months	After 12 Months	Annually
Level 1 to 3	$1	$1	$2
Level 4 to Above	$1 to $2	TBD	TBD

	Fees Revision
Staff Level	First Year	Annually
Staff Levels	After 6 Months	After 12 Months	Annually
Level 1 to 3	$1	$1	$2
Level 4 to Above	$1 to $2	TBD	TBD

	Fees Revision
Staff Level	First Year	Annually
Staff Levels	After 6 Months	After 12 Months	Annually
Level 1 to 3	£1	£1	£2
Level 4 to Above	£1 to £2	TBD	TBD

Consultant - Bookkeeper (Skills and Experience)

12 Weeks of Training on US Accounting.(View Training Outline)
Bachelor's Degree or CA-Semi Qualified or CPA/EA (Pursuing)
1-3 Years of Experience in Public Accounting. (In India)
Recording transactions (Daily - Weekly - Monthly - Yearly)
Payroll Reconciliation
Sales Tax Reconciliation
Accounts Payable - Accounts Receivable Management
Bank and Credit Card Reconciliation. (Daily - Weekly - Monthly - Yearly)
Reconciling books to third-party records
1099 Form Preparation
Computer Literacy - Moderate to Good
QuickBooks/Xero/Sage or Similar Software Experience
Microsoft Excel Literacy - Basic

Consultant - Bookkeeper (Skills and Experience)

12 Weeks of Training on CA Accounting.
Bachelor's Degree or CA-Semi Qualified or CPA/EA (Pursuing)
1-3 Years of Experience in Public Accounting. (In India)
Recording transactions (Daily - Weekly - Monthly - Yearly)
Payroll Reconciliation
Sales Tax Reconciliation
Accounts Payable - Accounts Receivable Management
Bank and Credit Reconciliation. (Daily - Weekly - Monthly - Yearly)
Reconciling books to third-party records
Computer Literacy - Moderate to Good
QuickBooks or Xero Experience
Basic Microsoft Excel Literacy

Consultant - Bookkeeper (Skills and Experience)

12 Weeks of Training on UK Accounting.
Bachelor's Degree or CA-Semi Qualified or ACCA (Pursuing)
2-3 Years of Experience in Public Accounting. (In India)
Proficient in Microsoft Excel, QuickBooks, Xero
Recording financial transactions
Handling accounts payable and receivable
Preparing profit and loss statement and balance sheet
Paying regular bills for the company & Maintaining company ledgers
Preparing purchase orders in accordance with requests for materials
Handling subsidiary accounts
Filing historical records and retrieving necessary documents as needed for others
Recording cash receipts and handling bank deposits
Preparing information for auditors
Keeping an annual company budget
Providing administrative and clerical support as needed
Additional bookkeeping duties as designated by management

Consultant - Payroll (Skills and Experience)

12 Weeks of Training on US Accounting. (View Training Outline)
Bachelor's Degree or CA-Semi Qualified or CPA/EA (Pursuing)
1-3 Years of Experience in Public Accounting. (In India)
Process client payroll and produce checks, vouchers
Input all payroll-related data to meet payroll processing deadlines
Process and submit payroll tax payments to the relevant authorities.
Process payroll garnishments, vacation time, insurance, 401(k) and other deductions
Prepare single and multi-state quarterly and annual payroll tax reconciliations
Prepare payroll compliance returns 940 - 941
Filing payroll client information
Maintenance of payroll software as assigned
Maintaining detailed daily time records of work performed
Assist with payroll audits
Prepare and Submit Report Regularly
Proficient in Microsoft Excel and MS Office.

Consultant - Payroll (Skills and Experience)

12 Weeks of Training on CA Accounting.
Bachelor's Degree or CA-Semi Qualified or CPA/EA (Pursuing)
1-3 Years of Experience in Public Accounting. (In India)
Process client payroll and produce checks, vouchers
Input all payroll-related data to meet payroll processing deadlines
Process Payroll with Deductions like, federal and provincial income tax, Canada Pension Plan (CPP) contributions, and Employment Insurance (EI) premiums, RRSP
Prepare single and multi-state quarterly and annual payroll tax reconciliations
Process T4 Slips and Summary
Filing payroll client information
Maintenance of payroll software as assigned
Maintaining detailed daily time records of work performed
Assist with payroll audits
Prepare and Submit Report Regularly
Proficient in Microsoft Excel and MS Office.

Consultant - Payroll (Skills and Experience)

12 Weeks of Training on UK Accounting.
Bachelor's Degree or CA-Semi Qualified or ACCA (Pursuing)
1-3 Years of Experience in Public Accounting. (In India)
Process client payroll and produce payslips and other reports.
Input all payroll-related data to meet payroll processing deadlines
Process attachments, holiday pay, national insurance, pension contribution and other deductions
EPS and FPS submissions
Auto enrolment and pension scheme submissions
Maintenance of payroll software as assigned
Maintaining detailed daily time records of work performed
Assist with payroll queries
Prepare and Submit Report Regularly
Proficient in Microsoft Excel and MS Office.

Consultant - Accountant (Skills and Experience)

12 Weeks of Training on UK Accounting.
Bachelor's Degree or CA-Semi Qualified or ACCA (Pursuing)
1-3 Years of Experience in Public Accounting. (In India)
Prepare, record, and process accounts payable and accounts receivable.
Prepare allocation tables for indirect expenses and revenue items as needed.
Bank reconciliation.
Prepare and process payroll and deductions schedules.
Reconciliation of Payroll / VAT / Loan Accounts
Maintain / Prepare required records, reports, and files in an organized manner.
Review receivable reports and follow up with a schedule of payments or adjustments.
Proficient in Microsoft Excel, QuickBooks

Consultant - AR/AP Specialist (Skills and Experience)

12 Weeks of Training on US Accounting. (View Training Outline)
Bachelor's Degree or CA-Semi Qualified or CPA/EA (Pursuing)
1-3 Years of Experience in Public Accounting. (In India)
Setting up New Vendors/Customers with details
Processing the Payment and Managing Vendor Credit Period
Processing the Receipt and Managing Debtors Credit Period
Preparing Ageing Report, Follow ups for missing Invoices/Bills and Record
Coordination with Team Members / Vendors / Customers
Reconciling Balance with Third Party Confirmation
Maintain organised and accurate records of customer/Vendor transactions, correspondence, and payment histories.
Follow Ups through Email/ Call for Invoice Payment and get W-9 if missing
Follow Ups through Email/Call for Collection of Bills
Quickbooks, Bill.com and Excel

Consultant - AR/AP Specialist (Skills and Experience)

12 Weeks of Training on CA Accounting.
Bachelor's Degree or CA-Semi Qualified or CPA/EA (Pursuing)
1-3 Years of Experience in Public Accounting. (In India)
Accounts Payable Management
Processing the Payment and Managing Vendor Credit Period
Accounts Receivable Management
Processing the Receipt and Managing Debtors Credit Period
Regular Interval Reporting of Ageing Report
Coordination with Team Members / Vendors / Customers
Enter missing bill / invoice for payments received
Reconciling Balance with Third Party Confirmation
Follow Ups through Email as well as Call for Invoice Payment and Collection of Bills
Quickbooks, Bill.com and Excel

Consultant - Billing Specialist (Skills and Experience)

12 Weeks of Training on US Accounting. (View Training Outline)
Bachelor's Degree or CA-Semi Qualified or CPA/EA (Pursuing)
1-3 Years of Experience in Public Accounting. (In India)
Prepare and generate invoices based on customer orders, contracts, or services rendered.
Verify the accuracy of billing data, including pricing, quantities, and discounts.
Input all data related to client invoicing, Analyse time descriptions and maintenance of billing files.
Apply payments accurately to customer accounts.
Reviews billing system reports to identify billing discrepancies
Coordination with Team Members / Customers
Maintain a record of all invoices sent and received, tracking payment statuses and due dates.
Process credit memos
MS Office Suite, with strength in MS Excel
Quickbooks and Bill.com Understanding (Basic)

Consultant - Billing Specialist (Skills and Experience)

12 Weeks of Training on CA Accounting.
Bachelor's Degree or CA-Semi Qualified or CPA/EA (Pursuing)
1-3 Years of Experience in Public Accounting. (In India)
Preparing draft invoices for review and final invoices.
Input all data related to client invoicing, Analyze time descriptions and maintenance of billing files.
Data Entry
Reviews billing system reports to identify billing discrepancies
Coordination with Team Members / Customers
Follow Ups through Email as well as Call for Invoice Payment
Process credit memos
MS Office Suite, with strength in MS Excel
Quickbooks and Bill.com Understanding (Basic)

Consultant - Accountant (Skills and Experience)

12 Weeks of Training on US Accounting. (View Training Outline)
Bachelor's Degree or CA-Semi Qualified or CPA/EA (Pursuing)
1-3 Years of Experience in Public Accounting. (In India)
Prepare, record, and process accounts payable and cash disbursement, and accounts receivable and cash receipts.
Prepare allocation tables for indirect expenses and revenue items as needed.
Perform bank reconciliations to ensure the accuracy of financial transactions.
Prepare and process payroll and deductions schedules.
Reconciliation of Payroll / Sales Taxes / Loan Accounts
Maintain / Prepare required records, reports, and files in an organised manner.
Review open invoice reports and follow up with a schedule of payments or adjustments.
Generate regular financial reports for management, shareholders, and external stakeholders.
Proficient in Microsoft Excel, QuickBooks

Consultant - Accountant (Skills and Experience)

12 Weeks of Training on CA Accounting.
Bachelor's Degree or CA-Semi Qualified or CPA/EA (Pursuing)
1-3 Years of Experience in Public Accounting. (In India)
Prepare, record, and process accounts payable and cash disbursement, and accounts receivable and cash receipts.
Prepare allocation tables for indirect expenses and revenue items as needed.
Bank reconciliation.
Prepare and process payroll and deductions schedules.
Reconciliation of Payroll / Sales Taxes / Loan Accounts
Maintain / Prepare required records, reports, and files in an organized manner.
Review open invoice reports and follow up with a schedule of payments or adjustments.
Proficient in Microsoft Excel, QuickBooks

Consultant - Accountant (Skills and Experience)

12 Weeks of Training on UK Accounting
Bachelor's Degree or CA-Semi Qualified or CPA/EA (Pursuing)
1-3 Years of Experience in Public Accounting. (In India)
Prepare, record, and process accounts payable and cash disbursement, and accounts receivable and cash receipts.
Prepare allocation tables for indirect expenses and revenue items as needed.
Perform bank reconciliations to ensure the accuracy of financial transactions.
Prepare and process payroll and deductions schedules.
Reconciliation of Payroll / Sales Taxes / Loan Accounts
Maintain / Prepare required records, reports, and files in an organised manner.
Review open invoice reports and follow up with a schedule of payments or adjustments.
Generate regular financial reports for management, shareholders, and external stakeholders.
Proficient in Microsoft Excel, QuickBooks

Specialist - Accountant (Skills and Experience)

1-2 years prior experience in US Accounting
12 Weeks of Training on US Accounting(Intermediate Level). (View Training Outline)
Bachelor's/Masters Degree or CA-Semi Qualified, CA, CS, CPA/EA (Completed or Pursuing Atleast 2 Parts Cleared)
3-5 Years Experience Working in Public Accounting (In India).
Balance sheet reconciliations
Prepare and analyze financial statements, including income statements, balance sheets, and cash flow statements.
Review and Preparation of Monthly Bank Reconciliation
Ensure the accuracy and integrity of financial data for reporting to internal and external stakeholders.
Lead the month-end and year-end closing processes, including reconciliations and journal entries.
Tax Return Adjustment to match the books
Prepare audit schedules and documentation for external auditors.
Assist in audit inquiries and provide necessary information during audits.
Payroll / Sales Tax / Loan / Investment Account Reconciliation
Administer Concur Time & Expense system
Assist with business taxes, registrations, and compliance filings
Proficient with Microsoft Office Suite and accounting software
MIS Reporting
Cash Flow Analysis and Reporting
KPI Reporting and Analysis (Operational and Core Business KPI)
Budgeting and Forecasting.
Inter-company Reconciliation and Consolidated financial statements
Reconcile Control Accounts

Specialist - Accountant (Skills and Experience)

1-2 Years of experience in CA Accounting
Bachelor's/Masters Degree or CA-Semi Qualified, CA, CS, CPA/EA (Completed or Pursuing Atleast 2 Parts Cleared)
3-5 Years Experience Working in Public Accounting (In India).
Balance sheet reconciliations
Month end journal entries and adjustments
Month-end close and financial reporting
Review and Preparation of Monthly Bank Reconciliation
Month end financial statements for internal and external users
Tax Return Adjustment
Payroll / Sales Tax / Loan / Investment Account Reconciliation
Administer Concur Time & Expense system
Assist with business taxes, registrations, and compliance filings
Proficient with Microsoft Office Suite and accounting software
MIS Reporting
Cash Flow Analysis and Reporting
KPI Reporting and Analysis (Operational and Core Business KPI)
Budgeting and Forecasting.
Inter-company Reconciliation and Consolidated financial statements
Reconcile Control Accounts

Specialist - Accountant (Skills and Experience)

10 to 15 Months prior experience in UK Accounting
12 Weeks of Training on UK Accounting.
Bachelor's/Master’s Degree or CA-Semi Qualified, CA, CS, ACCA (Completed or Pursuing Skill/Professional Level)
3-5 Years’ Experience Working in Public Accounting (In India).
Balance sheet reconciliations
Month end journal entries and adjustments
Month-end close and financial reporting
Review and Preparation of Monthly Bank Reconciliation
Month end financial statements for internal and external users
Tax Return Adjustment
Payroll / VAT / Loan / Investment Account Reconciliation
Administer Expense claims
Assist with business taxes, registrations, and compliance filings
Proficient with Microsoft Office Suite and accounting software
MIS Reporting
Cash Flow Analysis and Reporting
KPI Reporting and Analysis (Operational and Core Business KPI)
Budgeting and Forecasting.
Inter-company Reconciliation and Consolidated financial statements
Reconcile Control Accounts

Team Lead - CFO Advisory (Skills and Experience)

2-3 Years of prior experience in US Accounting
12 Weeks of Training on US Accounting(Intermediate Level). (View Training Outline)
Bachelor's/Masters Degree or CA-Semi Qualified, CA, CS, CPA/EA (Completed or Pursuing Atleast 2 Parts Cleared)
3-5 Years Experience Working in Public Accounting (In India).
MS Office Suite, with strength in MS Excel
Collaborate with senior finance executives and CFOs to provide comprehensive financial advisory services.
Analyze and audit General Ledger transactions, including Revenue, Expenditure, and Balance Sheet items.
Ensure data accuracy by implementing necessary adjustments and corrections; investigate discrepancies and errors.
Assist in budget preparation and financial forecasting, working closely with CFOs and clients.
Prepare monthly financial statements in accordance with accounting standards.
Review Inventory Accounts, Payroll Accounts, and other relevant financial accounts.
Provide accounting transaction support and financial insights to Virtual CFOs and Business Owners.
Pay meticulous attention to detail and maintain organized financial records.
Utilize advanced Excel skills for data analysis and reporting.
Collaborate effectively with clients, team members, and stakeholders.
Meet deadlines and work independently in a fast-paced environment.
Maintain strict confidentiality and data security.
Stay updated on accounting standards, financial regulations, and industry trends.
Communicate financial insights and recommendations to clients and senior management.
Assist in financial projects and process improvements as needed.
Contribute to the overall success of the CFO advisory team and the organization.
50 hours Certificate Course in Advanced concepts of controllership. (That Includes) (Onboarding Time is 3 Weeks Extra)
1. Financial Reporting.
2. Budgeting and Forecasting.
3. Cash flow analysis and Planning.
4. Understanding, Tracking and Review KPI of business.
5. Building and Reviewing MIS.
6. Data Analytics
7. Month End Closing
8. Financial Statement Reading and Analysis.
9. Business Risk Assessment.
10. Strategic Planning
11. Treasury and working capital management.
12. Fund Raising.

Sr. Specialist - CFO Advisory (Skills and Experience)

2-3 Years of experience in CA Accounting
Bachelor's/Masters Degree or CA-Semi Qualified, CA, CS, CPA/EA (Completed or Pursuing Atleast 2 Parts Cleared)
3-5 Years Experience Working in Public Accounting (In India).
MS Office Suite, with strength in MS Excel
Fundamental Understanding of CA Accounting and CFO support work.
Fundamental Understanding Quickbooks
50 hours Certificate Course in Advanced concepts of controllership. (That Includes) (Onboarding Time is 3 Weeks Extra)
1. Financial Reporting.
2. Budgeting and Forecasting.
3. Cash flow analysis and Planning.
4. Understanding, Tracking and Review KPI of business.
5. Building and Reviewing MIS.
6. Data Analytics
7. Month End Closing
8. Financial Statement Reading and Analysis.
9. Business Risk Assessment.
10. Strategic Planning
11. Treasury and working capital management.
12. Fund Raising.

Sr. Specialist - CFO Advisory (Skills and Experience)

2-3 Years of prior experience in UK Accounting
Semi Qualified (CA/CS) Or Masters in Finance or CMA (Completed or Pursuing)
3-5 Years Experience Working in Public Accounting (In India).
MS Office Suite, with strength in MS Excel
Fundamental Understanding of US/CA Accounting and CFO support work.
Fundamental Understanding Quickbooks
50 hours Certificate Course in Advanced concepts of controllership . (That Includes)
1. Financial Reporting.
2. Budgeting and Forecasting.
3. Cash flow analysis and Planning.
4. Understanding, Tracking and Review KPI of business.
5. Building and Reviewing MIS.
6. Data Analytics
7. Month End Closing
8. Financial Statement Reading and Analysis.
9. Business Risk Assessment.
10. Strategic Planning
11. Treasury and working capital management.
12. Fund Raising.

Specialist – Bookkeeper (Skills and Experience)

1-2 Years of Experience in US Accounting
12 Weeks of Training on US Accounting(Intermediate Level). (View Training Outline)
Bachelor's/Masters Degree or CA-Semi Qualified, CA, CS, CPA/EA (Completed or Pursuing At least 2 Parts Cleared)
3-5 Years Experience Working in Public Accounting (In India).
Recording transactions (Daily - Weekly - Monthly - Yearly)
Record Payroll expenses / Liabilities and reconcile with payments
Sales Tax Reconciliation
Accounts Payable - Account Receivable Management
Bank and Credit Reconciliation. (Daily - Weekly - Monthly - Yearly)
Reconciling books to third-party records
Maintain fixed asset records and track depreciation.
Record and Reconcile intercompany transactions
1099 Form Preparation
Computer Literacy - Moderate to Good
Quickbooks or Xero Experience
Basic Microsoft Excel Literacy

Specialist – Bookkeeper (Skills and Experience)

1-2 Years of experience in CA Accounting.
Bachelor's/Masters Degree or CA-Semi Qualified, CA, CS, CPA/EA (Completed or Pursuing Atleast 2 Parts Cleared)
3-5 Years Experience Working in Public Accounting (In India).
Recording transactions (Daily - Weekly - Monthly - Yearly)
Payroll Reconciliation
Sales Tax Reconciliation
Accounts Payable - Account Receivable Management
Bank and Credit Reconciliation. (Daily - Weekly - Monthly - Yearly)
Reconciling books to third-party records
Payroll form Preparation
Computer Literacy - Moderate to Good
Quickbooks or Xero Experience
Basic Microsoft Excel Literacy

Specialist – Bookkeeper (Skills and Experience)

10 to 15 Months prior experience in UK Accounting
12 Weeks of Training on UK Accounting.
Bachelor's/Master’s Degree or CA-Semi Qualified, CA, CS, or ACCA (Completed or Pursuing Skill/Professional Level)
3-5 Years’ Experience Working in Public Accounting (In India).
Recording transactions (Daily - Weekly - Monthly - Yearly)
Payroll Reconciliation
VAT Reconciliation
Accounts Payable - Account Receivable Management
Bank and Credit Card Reconciliation. (Daily - Weekly - Monthly - Yearly)
Reconciling books to third-party records
Computer Literacy - Moderate to Good
QuickBooks or Xero Experience
Basic Microsoft Excel Literacy

Specialist – Payroll (Skills and Experience)

10 to 15 Months prior experience in UK Accounting
12 Weeks of Training on UK Accounting.
Bachelor's/Master’s Degree or CA-Semi Qualified, CA, CS, ACCA (Completed or Pursuing Skill/Professional Level)
3-5 Years’ Experience Working in Public Accounting (In India).
Process client payroll and produce payslips and other reports
Input all payroll-related data to meet payroll processing deadlines
Process attachments, holiday pay, national insurance, pension contributions and other deductions
Prepare payroll tax reconciliations
EPS and FPS submissions
Auto enrolment and pension scheme submissions
Maintenance of payroll software as assigned
Maintaining detailed daily time records of work performed
Assist with payroll queries
Prepare and Submit Report Regularly
Proficient in Microsoft Excel and MS Office.

Specialist – Payroll (Skills and Experience)

1-2 Years of Experience in US Accounting
12 Weeks of Training on US Accounting.(View Training Outline)
Bachelor's/Masters Degree or CA-Semi Qualified, CA, CS, CPA/EA (Completed or Pursuing Atleast 2 Parts Cleared)
3-5 Years Experience Working in Public Accounting (In India).
Process client payroll and produce checks, vouchers
Input all payroll-related data to meet payroll processing deadlines
Maintain accurate payroll records, including employee information, tax withholding forms (W-4), and direct deposit details.
Process payroll garnishments, vacation time, insurance, 401(k) and other deductions
Process payroll for new employees, ensuring proper setup of tax withholding and benefits
Prepare and file payroll tax returns and reports, such as Form 941 and Form W-2.
Rectify payroll discrepancies and make necessary adjustments.
Filing payroll client information
Prepare year-end payroll reports, including Forms W-2 for employees and 1099s for contractors.
Assist with annual payroll reconciliation and tax filing.
Maintenance of payroll software as assigned
Maintaining detailed daily time records of work performed
Assist with payroll audits
Prepare and Submit Report Regularly
Proficient in Microsoft Excel and MS Office.

Specialist – Payroll (Skills and Experience)

1-2 Years of experience in CA Accounting.
Bachelor's/Masters Degree or CA-Semi Qualified, CA, CS, CPA/EA (Completed or Pursuing Atleast 2 Parts Cleared)
3-5 Years Experience Working in Public Accounting (In India).
Process client payroll and produce checks, vouchers
Input all payroll-related data to meet payroll processing deadlines
Process Payroll with Deductions like, federal and provincial income tax, Canada Pension Plan (CPP) contributions, and Employment Insurance (EI) premiums, RRSP
Prepare single and multi-state quarterly and annual payroll tax reconciliations
Process T4 Slips and Summary
Filing payroll client information
Maintenance of payroll software as assigned
Maintaining detailed daily time records of work performed
Assist with payroll audits
Prepare and Submit Report Regularly
Proficient in Microsoft Excel,MS Office.

Team Lead - Financial Review & Reporting (Skills and Experience)

2-3 years prior experience in US Accounting
12 Weeks of Training on US Accounting (Intermediate Level) (View Training Outline)
Bachelor's/Masters Degree or CA-Semi Qualified, CA, CS, CPA/EA (Completed or Pursuing At least 2 Parts Cleared)
3-5 Years Experience Working in Public Accounting (In India).
MS Office Suite, with strength in MS Excel
Fundamental Understanding Quickbooks/Xero/Sage
Advanced Excel Skills.
Good Analytical and Observation skills on numbers and business models.
Audit - Analyze - Review and Report General Ledger (Including Revenue - Expenditure and Balance Sheet Items)
Implements necessary adjustments and/or corrections;
Investigates discrepancies / errors
Preparation of Budgets - Related to area of assignment
Assisting Virtual CFOs and Business Owners.
Reviews Inventory Accounts - Payroll Accounts - Other Accounts
Prepare Monthly Financial Statements
Assists in preparing written summaries of technical analyses including memos to the General Manager and Board of Directors
Prepares and monitors department budgets
Develops financial forecasts and trend analyses
KPI Reporting and Analysis (Operational and Core Business KPI)
MIS Reporting
Budgeting and Forecasting.
50+ hours Certificate Course on Accounting Data Analytics (That Includes) (Onboarding Time is 3 Weeks Extra)
1. Analysis of Financial statement for operational control.
2. Measuring and Managing Customer Profitability
3. Advanced Capital Budgeting
4. Budgeting and Forecasting
5. Data Visualisation using Excel
6. Financial Modelling for Making Business decisions and plans
7. Raising Finance for business & understanding Valuation
8. Zero Based Budgeting
9. Financial Ratio Analysis
10. Internal and System Controls
11. Standard Cost and Variance Analysis
12. Working Capital Management

Sr. Specialist - Financial Review & Reporting (Skills and Experience)

2-3 Years of experience in CA Accounting
Bachelor's/Masters Degree or CA-Semi Qualified, CA, CS, CPA/EA (Completed or Pursuing Atleast 2 Parts Cleared)
3-5 Years Experience Working in Public Accounting (In India).
MS Office Suite, with strength in MS Excel
Fundamental Understanding Quickbooks/Xero/Sage
Advanced Excel Skills.
Good Analytical and Observation skills on numbers and business models.
Audit - Analyse - Review and Report General Ledger (Including Revenue - Expenditure and Balance Sheet Items)
Implements necessary adjustments and/or corrections;
Investigates discrepancies / errors
Preparation of Budgets - Related to area of assignment
Assisting Virtual CFOs and Business Owners.
Reviews Inventory Accounts - Payroll Accounts - Other Accounts
Prepare Monthly Financial Statements
Assists in preparing written summaries of technical analyses including memos to the General Manager and Board of Directors
Prepares and monitors department budgets
Develops financial forecasts and trend analyses
KPI Reporting and Analysis (Operational and Core Business KPI)
MIS Reporting
Budgeting and Forecasting.
50+ hours Certificate Course on Accounting Data Analytics (That Includes) (Onboarding Time is 3 Weeks Extra)
1. Analysis of Financial statement for operational control.
2. Measuring and Managing Customer Profitability
3. Advanced Capital Budgeting
4. Budgeting and Forecasting
5. Data Visualisation using Excel
6. Financial Modelling for Making Business decisions and plans
7. Raising Finance for business & understanding Valuation
8. Zero Based Budgeting
9. Financial Ratio Analysis
10. Internal and System Controls
11. Standard Cost and Variance Analysis
12. Working Capital Management

Sr. Specialist - Financial Review & Reporting (Skills and Experience)

2-3 years prior experience in UK Accounting
Semi Qualified (CA/CS) Or Masters in Finance or CMA (Completed or Pursuing)
3-5 Years Experience Working in Public Accounting (In India).
MS Office Suite, with strength in MS Excel
Fundamental Understanding Quickbooks/Xero/Sage
Advanced Excel Skills.
Good Analytical and Observation skills on numbers and business models.
Audit - Analyse - Review and Report General Ledger (Including Revenue - Expenditure and Balance Sheet Items)
Implements necessary adjustments and/or corrections;
Investigates discrepancies / errors
Preparation of Budgets - Related to area of assignment
Assisting Virtual CFOs and Business Owners.
Reviews Inventory Accounts - Payroll Accounts - Other Accounts
Prepare Monthly Financial Statements
Assists in preparing written summaries of technical analyses including memos to the General Manager and Board of Directors
Prepares and monitors department budgets
Develops financial forecasts and trend analyses
KPI Reporting and Analysis (Operational and Core Business KPI)
MIS Reporting
Budgeting and Forecasting.
50+ hours Certificate Course on Accounting Data Analytics (That Includes)
1. Analysis of Financial statement for operational control.
2. Measuring and Managing Customer Profitability
3. Advanced Capital Budgeting
4. Budgeting and Forecasting
5. Data Visualisation using Excel
6. Financial Modelling for Making Business decisions and plans
7. Raising Finance for business & understanding Valuation
8. Zero Based Budgeting
9. Financial Ratio Analysis
10. Internal and System Controls
11. Standard Cost and Variance Analysis
12. Working Capital Management

Sr. Consultant - Management Accountant (Skills and Experience)

12 Weeks of Training on UK Accounting.
Bachelor's Degree (Accounting or Tax or Finance) or CA-Semi Qualified or ACCA (Pursuing)
1-3 Years of Experience in Public Accounting. (In India)
Balance sheet reconciliations
Month end journal entries and adjustments
Month-end close and financial reporting
Review and Preparation of Monthly Bank Reconciliation
Month end financial statements for internal and external users
Tax Return Adjustment
Payroll / VAT / Loan / Investment Account Reconciliation
Administer Expense claims
Assist with business taxes, registrations, and compliance filings
Proficient with Microsoft Office Suite and accounting software
MIS Reporting
Cashflow Analysis and Reporting
KPI Reporting and Analysis (Operational and Core Business KPI)
Budgeting and Forecasting.
Inter-company Reconciliation and Consolidated financial statements
Reconcile Control Accounts

Sr. Consultant - Data & Financial Analytics (Skills and Experience)

12 Weeks of Training on US Accounting. (View Training Outline)
Master's Degree or CA,CS, or CPA/EA (Pursuing Atleast 1 or 2 Parts Cleared)
1-3 Years of Experience in Public Accounting. (In India)
MS Office Suite, with strength in MS Excel
Fundamental Understanding Quickbooks/Xero/Sage
Advanced Excel Skills.
Good Analytical and Observation skills on numbers and business models.
Audit - Analyze - Review and Report General Ledger (Including Revenue - Expenditure and Balance Sheet Items)
Implements necessary adjustments and/or corrections;
Investigates discrepancies / errors
Preparation of Budgets - Related to area of assignment
Assisting Virtual CFOs and Business Owners.
Reviews Inventory Accounts - Payroll Accounts - Other Accounts
Prepare Monthly Financial Statements
Assists in preparing written summaries of technical analyses including memos to the General Manager and Board of Directors
Prepares and monitors department budgets
Develops financial forecasts and trend analyses
KPI Reporting and Analysis (Operational and Core Business KPI)
MIS Reporting
Budgeting and Forecasting.
50+ hours Certificate Course on Accounting Data Analytics (That Includes) (Onboarding Time is 3 Weeks Extra)
1. Analysis of Financial statement for operational control.
2. Measuring and Managing Customer Profitability
3. Advanced Capital Budgeting
4. Budgeting and Forecasting
5. Data Visualisation using Excel
6. Financial Modeling for Making Business decisions and plans
7. Raising Finance for business & understanding Valuation
8. Zero Based Budgeting
9. Financial Ratio Analysis
10. Internal and System Controls
11. Standard Cost and Variance Analysis
12. Working Capital Management

Sr. Consultant - Data Analytics (Skills and Experience)

12 Weeks of Training on CA Accounting.
Master's Degree or CA,CS, or CPA/EA (Pursuing Atleast 1 or 2 Parts Cleared)
1-3 Years of Experience in Public Accounting. (In India)
MS Office Suite, with strength in MS Excel
Fundamental Understanding Quickbooks/Xero/Sage
Advanced Excel Skills.
Good Analytical and Observation skills on numbers and business models.
Audit - Analyse - Review and Report General Ledger (Including Revenue - Expenditure and Balance Sheet Items)
Implements necessary adjustments and/or corrections;
Investigates discrepancies / errors
Preparation of Budgets - Related to area of assignment
Assisting Virtual CFOs and Business Owners.
Reviews Inventory Accounts - Payroll Accounts - Other Accounts
Prepare Monthly Financial Statements
Assists in preparing written summaries of technical analyses including memos to the General Manager and Board of Directors
Prepares and monitors department budgets
Develops financial forecasts and trend analyses
KPI Reporting and Analysis (Operational and Core Business KPI)
MIS Reporting
Budgeting and Forecasting.
50+ hours Certificate Course on Accounting Data Analytics (That Includes) (Onboarding Time is 3 Weeks Extra)
1. Analysis of Financial statement for operational control.
2. Measuring and Managing Customer Profitability
3. Advanced Capital Budgeting
4. Budgeting and Forecasting
5. Data Visualisation using Excel
6. Financial Modeling for Making Business decisions and plans
7. Raising Finance for business & understanding Valuation
8. Zero Based Budgeting
9. Financial Ratio Analysis
10. Internal and System Controls
11. Standard Cost and Variance Analysis
12. Working Capital Management

Sr. Consultant - Financial Review & Reporting (Skills and Experience)

12 Weeks of Training on US Accounting. (View Training Outline)
Master's Degree or CA,CS, or CPA/EA (Pursuing Atleast 1 or 2 Parts Cleared)
1-3 Years of Experience in Public Accounting. (In India)
MS Office Suite, with strength in MS Excel
Fundamental Understanding Quickbooks/Xero/Sage
Advanced Excel Skills.
Good Analytical and Observation skills on numbers and business models.
Audit - Analyse - Review and Report General Ledger (Including Revenue - Expenditure and Balance Sheet Items)
Implements necessary adjustments and/or corrections;
Investigates discrepancies / errors
Preparation of Budgets - Related to area of assignment
Assisting Virtual CFOs and Business Owners.
Review Inventory Accounts - Payroll Accounts - Other Accounts
Prepare Monthly Financial Statements
Assists in preparing written summaries of technical analyses including memos to the General Manager and Board of Directors
Prepares and monitors department budgets
Develops financial forecasts and trend analyses
KPI Reporting and Analysis (Operational and Core Business KPI)
MIS Reporting
Budgeting and Forecasting.
50+ hours Certificate Course on Accounting Data Analytics (That Includes) (Onboarding Time is 3 Weeks Extra)
1. Analysis of Financial statement for operational control.
2. Measuring and Managing Customer Profitability
3. Advanced Capital Budgeting
4. Budgeting and Forecasting
5. Data Visualisation using Excel
6. Financial Modelling for Making Business decisions and plans
7. Raising Finance for business & understanding Valuation
8. Zero Based Budgeting
9. Financial Ratio Analysis
10. Internal and System Controls
11. Standard Cost and Variance Analysis
12. Working Capital Management

Sr. Consultant - Financial Review & Reporting (Skills and Experience)

12 Weeks of Training on CA Accounting.
Master's Degree or CA,CS, or CPA/EA (Pursuing Atleast 1 or 2 Parts Cleared)
1-3 Years of Experience in Public Accounting. (In India)
MS Office Suite, with strength in MS Excel
Fundamental Understanding Quickbooks/Xero/Sage
Advanced Excel Skills.
Good Analytical and Observation skills on numbers and business models.
Audit - Analyse - Review and Report General Ledger (Including Revenue - Expenditure and Balance Sheet Items)
Implements necessary adjustments and/or corrections;
Investigates discrepancies / errors
Preparation of Budgets - Related to area of assignment
Assisting Virtual CFOs and Business Owners.
Reviews Inventory Accounts - Payroll Accounts - Other Accounts
Prepare Monthly Financial Statements
Assists in preparing written summaries of technical analyses including memos to the General Manager and Board of Directors
Prepares and monitors department budgets
Develops financial forecasts and trend analyses
KPI Reporting and Analysis (Operational and Core Business KPI)
MIS Reporting
Budgeting and Forecasting.
50+ hours Certificate Course on Accounting Data Analytics (That Includes) (Onboarding Time is 3 Weeks Extra)
1. Analysis of Financial statement for operational control.
2. Measuring and Managing Customer Profitability
3. Advanced Capital Budgeting
4. Budgeting and Forecasting
5. Data Visualisation using Excel
6. Financial Modelling for Making Business decisions and plans
7. Raising Finance for business & understanding Valuation
8. Zero Based Budgeting
9. Financial Ratio Analysis
10. Internal and System Controls
11. Standard Cost and Variance Analysis
12. Working Capital Management

Assistant Manager - Senior Accountant, Accounting Supervisor (Skills and Experience)

3-4 Years Experience US Accounting.
Bachelor's/Masters Degree or CA-Semi Qualified, CA, CS, CPA/EA (Completed or Pursuing At least 2 Parts Cleared) (View Training Outline)
5+ Years Experience Working in Public Accounting (In India).
Manage a small accounting team within the CPA firm.
Assign tasks, set priorities, and monitor team performance.
Ensure client financial records are accurate, compliant, and well-maintained.
Manage the workflow and task allocation within the accounting team.
Ensure client deadlines and service agreements are met.
Review and approve complex financial transactions, journal entries, and reconciliations.
Prepare and review financial statements, tax returns, and client deliverables.
Verify the accuracy and completeness of financial reports.
Serve as a primary point of contact for clients, addressing accounting and financial needs.
Collaborate with clients on budget preparation, financial forecasting, and cash flow analysis.
Identify opportunities to streamline accounting processes and improve efficiency.
Implement best practices within the team.
Advisory services, to provide integrated client solutions.
Report on team performance, client engagements, financial status, and opportunities for improvement to firm leadership.
Investigate and resolve complex accounting discrepancies and issues promptly.
Reconcile Control Accounts
Proficient with Microsoft Office Suite and accounting software

Team Lead - Accounting (Skills and Experience)

3-4 Years of Experience in CA Accounting.
Bachelor's/Masters Degree or CA-Semi Qualified, CA, CS, CPA/EA (Completed or Pursuing Atleast 2 Parts Cleared)
5+ Years Experience Working in Public Accounting (In India).
Preparation financial statement with analysis
Review balance sheet account reconciliations on a monthly basis
Evaluate monthly financial results
Reviewing / Supervising the Job of Bookkeeper / Accountant / AP / AR Team
Review and approve journal entries
Budgeting - Variance analysis
Mentoring Team
Research, analyse, and recommend solutions to complex accounting issues.
KPI Reporting and Analysis (Operational and Core Business KPI)
MIS Reporting
Budgeting and Forecasting.
Inter-company Reconciliation and Consolidated financial statements
Reconcile Control Accounts
Proficient with Microsoft Office Suite and accounting software

Team Lead - Accounting (Skills and Experience)

2+ Years Experience UK Accounting.
Semi Qualified (CA/CS) Or Masters in Finance or CMA (Completed or Pursuing)
5+ Years Experience Working in Public Accounting (In India).
Preparation financial statement with analysis
Review balance sheet account reconciliations on a monthly basis
Evaluate monthly financial results
Reviewing / Supervising the Job of Bookkeeper / Accountant / AP / AR Team
Review and approve journal entries
Budgeting - Variance analysis
Mentoring Team
Research, analyse, and recommend solutions to complex accounting issues.
KPI Reporting and Analysis (Operational and Core Business KPI)
MIS Reporting
Budgeting and Forecasting.
Inter-company Reconciliation and Consolidated financial statements
Reconcile Control Accounts
Proficient with Microsoft Office Suite and accounting software

Manager - Accounting Manager, Controller (Skills and Experience)

4-6 Years Experience US Accounting.
Bachelor's/Masters Degree or CA-Semi Qualified, CA, CS, CPA/EA (Completed or Pursuing At Least 2 Parts Cleared)
5+ Years Experience Working in Public Accounting (In India)
Lead and manage a team of accounting professionals.
Set performance expectations and monitor team performance.
Oversee the review of financial transactions and reconciliations.
Ensure compliance with accounting standards.
Prepare and review complex financial statements.
Act as a primary point of contact for key clients.
Address complex accounting and financial needs.
Prepare audit schedules and liaise with external auditors.
Drive process improvement initiatives and Streamline accounting processes.
Play a significant role in client retention and growth.
Mentor & develop staff at all levels and Foster their professional growth.
Ensure complex compliance in multiple areas and stay current with relevant regulations.
Collaborate on complex, cross-functional projects.
Manage a larger and more complex portfolio of client accounts.
Report on team performance and strategic goals and contribute to organizational decision-making.
Collaborate with other departments within the CPA firm, such as tax, audit, and
Oversee data security and confidentiality measures.
Resolve complex accounting issues and discrepancies.
Inter-company Reconciliation and Consolidated financial statements
Provide expert guidance on problem-solving.
Drive continuous improvement efforts within the team.
Implement best practices and enhancements.

Manager - Tax Manager (Skills and Experience)

4-6 Years Experience US Tax.
Bachelor's/Masters Degree or CA-Semi Qualified, CA, CS, CPA/EA (Completed or Pursuing Atleast 2 Parts Cleared)
5+ Years Experience Working in Public Accounting (In India).
MS Office Suite, with strength in MS Excel
Fundamental Understanding Quickbooks and US Accounting.
Individual Tax Preparation (Moderate to Complex)
Business Tax Preparation (Moderate to Complex)
Multi-State Tax Preparation (Moderate to Complex)
Consolidated Tax Returns
Year End Accounting and Adjustments (Moderate)
Exempt Organization Tax Preparation (Complex)
Trust Tax Preparation (Complex)
Basic Gift & Estate Tax Returns Preparation and Review
Foreign Forms Preparation and Review - 5471, 5472, 1116, 2555
Foreign Partnership Form Preparations and Review - 8865,3520
Foreign Corporation Form Preparations and Review - 1120-F
Tax Planning & Tax Research
Oversee a sizable team, taking care of their onboarding, training, and mentoring needs
Computer Literacy - Moderate to Good
Relevant Tax Software Experience

Sr. Team Lead - Tax (Skills and Experience)

4-5 Yrs. UK Tax Experience
Masters or MBA (Finance) or CA-Intermediate (CA Pursuing) or ACCA Pursuing
12 Weeks of Training on UK Tax
5+ Years’ Experience Working in Public Accounting (In India)
Fundamental Understanding Quickbooks and UK Accounting.
MS Office Suite, with strength in MS Excel
Lead and mentor a team of tax professionals, providing guidance, support, and fostering professional development.
Fundamental Understanding Quickbooks and UK Accounting.
Draft CT600s for a broad range of corporate clients
Tax planning work for HNWIs and advisory work
Personal tax and corporation tax returns for a broad range of clients
Review and clear diagnostics and send open items to clients
Tax Planning & Tax Research
Communicate complex tax concepts and strategies clearly and effectively to clients and colleagues.
Good Computer Literacy along with Tax Software Experience along and Strength in MS Office Suite

Manager - Audit Manager (Skills and Experience)

4-5 Years Experience in US Audit.
Bachelor's/Masters Degree or CA-Semi Qualified, CA, CS, CPA/EA (Completed or Pursuing At Least 2 Parts Cleared)
5+ Years Experience Working in Public Accounting (In India).
MS Office Suite, with strength in MS Excel
Fundamental Understanding Quickbooks and US Accounting/Auditing.
Financial Audit
HUD Audits
Preparation of Work Papers
Execution of Audit Procedures
Risk Assessment - Checking and Reviewing Samples
Preparing Reports
Proficiency in Microsoft Office, QuickBooks Caseware
Understanding on Writing Audit Reports
Understanding on Reviewing Work Papers & Field Work
Preparing Auditing Notes and Disclosures
Understanding of Auditing of Payroll
Onboarding New Clients & Client Review

Sr. Team Lead - Accounting (Skills and Experience)

4-5 Years of Experience in CA Accounting.
Bachelor's/Masters Degree or CA-Semi Qualified, CA, CS, CPA/EA (Completed or Pursuing Atleast 2 Parts Cleared)
5+ Years Experience Working in Public Accounting (In India).
Maintain all financial records and appropriate ledgers.
Manage cash flow and banking relationships.
Ensure that effective accounting/financial controls and procedures are in place.
Manage all tax-related matters (including HST administration and non-resident filings).
Ensure accuracy of all accounting records.
Effectively manage all accounting functions including A/P, A/R, revenue accounting, general ledger and information preparation.
Analyze and ensure the accurate collection, preparation and integrity of accounting/financial data including invoices, billings, bad debt, vendor contracts, hold backs, receivables etc.
Prepare and manage employee contracts, time tracking, attendance, vacation entitlements, benefit entitlements, and personnel records.
Perform bi-weekly payroll

Sr. Team Lead - Tax (Skills and Experience)

4-5 Years Experience CA Tax.
Bachelor's/Masters Degree or CA-Semi Qualified, CA, CS, CPA/EA (Completed or Pursuing At Least 2 Parts Cleared)
5+ Years Experience Working in Public Accounting (In India).
MS Office Suite, with strength in MS Excel
Fundamental Understanding Quickbooks and CA Accounting.
Lead and mentor a team of tax professionals, providing guidance, support, and fostering professional development.
Allocate tasks, set priorities, and monitor progress to ensure deadlines are met
Ensure accurate and timely filing of various tax returns, including T1 for individuals, T2 for corporations, and other relevant forms such as T3, T4, and T5.
Oversee the preparation and review of complex tax returns, ensuring compliance with federal, provincial, and territorial tax laws.
Assist clients during tax audits conducted by the Canada Revenue Agency (CRA) or other tax authorities.
Year End Accounting and Adjustments (Moderate)
While working with businesses, advise on corporate tax matters, including the small business deduction, capital cost allowance, and investment tax credits.
Ensure that all tax compliance documentation, forms, and filings are complete and accurate.
Help with international tax matters, including transfer pricing, cross-border transactions, and tax treaties.
Tax Planning & Tax Research
Communicate complex tax concepts and strategies clearly and effectively to clients and colleagues.
Good Computer Literacy along with Tax Software Experience along and Strength in MS Office Suite

Sr. Team Lead - Audit (Skills and Experience)

4-5 Years of Experience on CA audit.
Bachelor's/Masters Degree or CA-Semi Qualified, CA, CS, CPA/EA (Completed or Pursuing Atleast 2 Parts Cleared)
5+ Years Experience Working in Public Accounting (In India)
Excellent communication and interpersonal skills.
Proven leadership and project management abilities.
Ability to work collaboratively within a team and independently.
Proficiency in accounting software and Microsoft Office applications.
Lead and manage end-to-end audit engagements, ensuring timely and high-quality delivery.
Supervise and guide audit teams, offering support and feedback to team members.
Build positive client relationships, understand business operations, and address inquiries.
Communicate audit findings and recommendations clearly and professionally.
Apply advanced knowledge of Canadian accounting standards, regulations, and auditing practices.
Stay current on changes in accounting standards and their impact on audit procedures.
Conduct risk assessments, identify control weaknesses, and develop risk mitigation strategies.
Provide insights and recommendations for enhancing internal controls.
Analyze financial statements, identify trends, and assess the overall financial health of client organizations.
Assist in preparing financial statement disclosures.

Sr. Team Lead - Accounting (Skills and Experience)

4-5 Years Experience UK Accounting.
Experienced Professional (Supervisory Roles)
5+ Years Experience Working in Public Accounting (In India)
The skills and experience varies for each profile.
This staff member is usually hired for supervisory roles or senior work roles.
Some of these staff members (not all) will come from Big 4 and Large accounting firms so they may have deep experience of a particular area only.
This staff member shall be available round the year and full-time role only (Not for Temp Needs)
Fees shall be from £14/hour to £20/hour depending on experience.
Staffing Time from confirmation of hiring shall be about 45 to 75 days. (Depending on how much time the existing company would take to relieve them). We may not have someone available on the bench mostly.
This profile is available on very high salaries so we need to be thoughtful while hiring. We will be offering them once you confirm.
They may be available for WFO or WFH set up depending upon their need. (But we will let you know in advance). (As a policy we don’t allow WFH)
Typically we offer this profile only to clients who have an existing team of at least 3 or more offshore staff with us.
Also two more perils in staffing with experience profile. First, even after accepting the offer we have seen staff not joining sometimes (either they are retained by existing employers or they found a better opportunity and took that). Second one is that the attrition is very high in this experience bracket, because they have options. We have to continue to make an effort to retain them. So we need to carefully plan and hire these profiles.

Senior Manager - Senior Tax Manager (Skills and Experience)

6-8 Years of Experience in US Tax.
Bachelor's/ Masters Degree or CA-Semi Qualified, CA, CS, CPA/EA (Completed or Pursuing At Least 2 Parts Cleared)
5+ Years Experience Working in Public Accounting (In India).
Skilled to onboard, train, mentor new staff
Skilled to set up the standard operating procedures for scalable operation.
Ensuring compliance with tax laws and regulations.
Preparing and reviewing tax returns accurately and on time.
Conducting tax research and staying updated on changes in tax laws.
Supervising and leading a team of tax professionals.
Strong leadership and personnel management skills
Analytical skills with detail orientation
Working with senior management to align tax strategies with business goals.
Periodically reviewing tax compliance procedures and processes.
Reviewing complex tax like, foreign tax, gift tax, estate tax returns
Managing the tax department's budget and resources.
Identifying and mitigating tax-related risks.
The ability to work with different taxation software.
Maintain tax balances on general ledger
Prepare all tax papers in regular basis and handle all information data requests
Educating employees about tax compliance requirements.

Director/Practice Lead - Tax Director/ Tax Practice Lead (Skills and Experience)

8+ Years of Experience in US accounting.
Bachelor's/ Masters Degree or CA-Semi Qualified, CA, CS, CPA/EA (Completed or Pursuing At Least 2 Parts Cleared)
5+ Years Experience Working in Public Accounting (In India)
Manage and oversee the preparation and review of federal, state, and local tax returns.
Review & Prepare complex tax returns
Extensive individual/corporate/partnership tax knowledge
Strong accounting, analytical, and research skills.
Excellent written and oral communication skills.
Strong knowledge of tax code, compliance and procedures for corporations.
Familiarity with U.S. federal, state and local reporting requirements.
Strong experience with a variety of tax operations and ability to drive process improvements.
Strong ability to utilize project management and accounting best practices to organize and prioritize tasks and the tasks of other tax team members.
Ability to work well independently as well as the ability to work well with stakeholders and communicate the benefits of tax initiatives.
Strong organizational and interpersonal skills.
Skilled to onboard, train, mentor new staff
Skilled to set up the standard operating procedures for scalable operation.

Senior Manager - Senior Accounting Manager, Senior Controller (Skills and Experience)

6-8 Years of Experience in US accounting.
Bachelor's/ Masters Degree or CA-Semi Qualified, CA, CS, CPA/EA (Completed or Pursuing At Least 2 Parts Cleared)
5+ Years Experience Working in Public Accounting (In India).
Should be able to find and screen candidates for needs
Skilled to onboard New staff and Train
Setting up and Review SOPs
Manage team concerns and play role of advocate
Expert in client relations, offering financial guidance and strategic advice.
Proficient in leading, mentoring, and ensuring task accuracy.
Adept at client relationship enhancement and identifying growth opportunities.
Competent in budget oversight and resource efficiency.
SKilled in Offer strategic insights and recommendations.
Skilled in implementing efficient accounting technologies.
Proficient in Managing consolidated account
Prioritizing tasks and managing time efficiently.
Leading teams through periods of change or transition.

Director/Practice Lead - Director/Practice Lead (Skills and Experience)

8+ Years of Experience in US accounting.
Bachelor's/ Masters Degree or CA-Semi Qualified, CA, CS, CPA/EA (Completed or Pursuing At Least 2 Parts Cleared)
5+ Years Experience Working in Public Accounting (In India).
Should be able to find and screen candidates for needs
Skilled to onboard New staff and Train them
Setting up and Review SOPs
Manage team concerns and play role of advocate
Expert in client relations, offering financial guidance and strategic advice.
Proficient in leading, mentoring, and ensuring task accuracy.
Skilled in precise financial statement creation and compliance.
Effective in maintaining high-quality work and precision.
Adept at client relationship enhancement and identifying growth opportunities.
Competent in budget oversight and resource efficiency.
SKilled in Offer strategic insights and recommendations.
Skilled in implementing efficient accounting technologies.
Proficient in Managing consolidated account
Prioritizing tasks and managing time efficiently.
Leading teams through periods of change or transition.

Asst. Manager/Manager - Accounting (Skills and Experience)

5-7 Years of Experience in CA Accounting.
Bachelor's/Masters Degree or CA-Semi Qualified, CA, CS, CPA/EA (Completed or Pursuing At Least 2 Parts Cleared)
8+ Years Experience Working in Public Accounting (In India).
Assist in preparation and review of financial statements using accounting principles.
Performs month-end closing duties including journal entries, month-end reporting, analysis, and reconciliations.
Assist with annual external audit preparations.
Manage local and provincial tax filings, with the assistance of external tax accountants.
Reconcile monthly bank statements and monitor cash flow for significant or unusual trends.
Calculate and manage foreign currency gain/loss calculations, as necessary
Responsible for General Ledger maintenance and control.
Maintain compliance with all company policies and procedures.
Coach and develop members of the Accounting team.
Work closely with members of the accounts receivable, accounts payable, billing, and with cross-departmental projects that require accounting and finance input.
Assist with researching and implementing new or changing accounting pronouncements.
Maintains a wide variety of financial information, files and records for the purpose of ensuring the availability of documentation and compliance with established policies and regulatory guidelines.
Completes ad-hoc reporting and analysis as required by the CFO.

Sr. Manager - Accounting (Skills and Experience)

7+ Years of Experience in CA Accounting.
Bachelor's/Masters Degree or CA-Semi Qualified, CA, CS, CPA/EA (Completed or Pursuing At Least 2 Parts Cleared)
8+ Years Experience Working in Public Accounting (In India).
Prepare quarterly and year-end financial statements and management discussion and analysis for various clients.
Complete consolidation and translation files for clients.
Assist clients with financial analysis, including balance sheet and income statement accounts.
Conduct monthly variance analysis of corporate costs compared to forecasts.
Assist clients with the annual budget and quarterly forecast processes.
Handle bookkeeping for special projects and regular period-ending closing entries for some clients.
Assist in year-end audit planning and coordinate with auditors on behalf of clients.
Assist with meeting continuous disclosure requirements.
Address complex accounting issues such as acquisitions, stock-based compensation, translations, and consolidations.
Foster an innovative and inclusive team-oriented work environment, motivate diverse teams, and conduct performance reviews.
Lead or contribute to initiatives like recruiting, retaining, and training Finance Optimization professionals.
Maintain an educational program for continuous personal skill development.

Asst. Manager/Manager - Tax (Skills and Experience)

5-7 Years Experience CA Tax.
Bachelor's/Masters Degree or CA-Semi Qualified, CA, CS, CPA/EA (Completed or Pursuing At Least 2 Parts Cleared)
8+ Years Experience Working in Public Accounting (In India).
Review tax filings (T1, T2, T3, T5013 returns) prepared by staff, ensuring comprehensive tax matters coverage.
Provide tax planning services to clients and conduct tax research, preparing memoranda.
Identify client service opportunities and participate in special engagements.
Develop and maintain community relationships and networks.
Manage and mentor tax group staff, offering daily guidance and coaching.
Support and mentor firm staff in tax matters.
Deliver technical training sessions for staff.
Strong technical knowledge of Canadian tax issues and GAAP requirements for tax provisions.
Proficiency in Caseware and Taxprep software.
Client-focused mindset with an understanding of deadlines.
Demonstrated discretion in handling confidential and sensitive matters.
Excellent interpersonal, communication, and organizational skills.
Attention to detail and a commitment to accuracy.
Strong work ethic, capable of both independent and team-based work.

Sr. Manager - Tax (Skills and Experience)

7+ Years Experience CA Tax.
Bachelor's/Masters Degree or CA-Semi Qualified, CA, CS, CPA/EA (Completed or Pursuing At Least 2 Parts Cleared)
8+ Years Experience Working in Public Accounting (In India).
Lead tax compliance efforts for various Canadian tax returns including but not limited toT1, T2, and GST/HST returns (T3, T4, T5)
Ensure timely and accurate filing of tax returns.
Develop and execute tax strategies to optimize the organization's tax position.
Stay updated with changes in tax laws and advise on potential impacts.
Build and maintain strong client relationships.
Provide expert guidance on tax matters to clients.
Manage and mentor a team of tax professionals.
Conduct financial analysis to identify tax-saving opportunities.
Review tax returns to ensure compliance with Canadian tax laws.
Assist in tax audits by regulatory authorities.
Assess and manage tax-related risks.
Prepare and review financial reports and disclosures.
Educate clients and stakeholders on tax law changes.
Manage the tax department's budget effectively.
Identify opportunities to enhance tax processes.
Uphold the highest ethical standards in tax-related activities.
Optionally, participate in client acquisition and business development activities.

Asst. Manager/Manager - Audit (Skills and Experience)

5-7 Years of Experience on CA Audit
Bachelor's/Masters Degree or CA-Semi Qualified, CA, CS, CPA/EA (Completed or Pursuing Atleast 2 Parts Cleared)
8+ Years Experience Working in Public Accounting (In India).
Excellent communication and interpersonal skills.
Proven leadership and project management abilities.
Ability to work collaboratively within a team and independently.
Proficiency in accounting software and Microsoft Office applications.
Lead and manage a portfolio of engagements, including Review Compilation, Financial Audit, Internal Audit, and Notice to Reader services.
Ensure timely delivery, high-quality work, and adherence to professional standards.
Provide leadership and guidance to audit teams, fostering a collaborative and high-performance work environment.
Supervise, mentor, and develop team members.
Cultivate positive client relationships by understanding their business needs and providing expert advice.
Address client inquiries and concerns in a professional and timely manner.
Apply advanced knowledge of Canadian accounting standards, regulations, and auditing practices in the execution of various services.
Stay current on changes in accounting standards and ensure their incorporation into engagement processes.
Conduct reviews and ensure the quality of Review Compilation, Financial Audit, Internal Audit, and Notice to Reader engagements.
Implement best practices and contribute to continuous improvement in service delivery.
Conduct risk assessments for each engagement, identifying control weaknesses, and developing strategies for risk mitigation.
Analyze financial statements, identify trends, and assess the overall financial health of client organizations.
Assist in the preparation of financial statement disclosures.

Asst. Manager/Manager - Audit (Skills and Experience)

5-7 Yrs. UK Audit Experience
Masters or MBA (Finance) or CA-Intermediate (CA Pursuing) or ACCA Pursuing
12 Weeks of Training on UK Audit
8+ Years’ Experience Working in Public Accounting (In India)
Excellent communication and interpersonal skills.
Proven leadership and project management abilities.
Ability to work collaboratively within a team and independently.
Proficiency in accounting software and Microsoft Office applications.
Lead and manage a portfolio of engagements, including Review Compilation, Financial Audit, Internal Audit, and Notice to Reader services.
Ensure timely delivery, high-quality work, and adherence to professional standards.
Provide leadership and guidance to audit teams, fostering a collaborative and high-performance work environment.
Supervise, mentor, and develop team members.
Cultivate positive client relationships by understanding their business needs and providing expert advice.
Project managing the audit delivery, including timelines, team briefings, team supervision, delivery of audit work, and reviews by more senior team members, including Directors and Partners
Address client inquiries and concerns in a professional and timely manner.
Conduct reviews and ensure the quality of Review Compilation, Financial Audit, Internal Audit, and Notice to Reader engagements.
Implement best practices and contribute to continuous improvement in service delivery.
Conduct risk assessments for each engagement, identifying control weaknesses, and developing strategies for risk mitigation.
Analyze financial statements, identify trends, and assess the overall financial health of client organizations.
Assist in the preparation of financial statement disclosures.

Sr. Manager - Audit (Skills and Experience)

7+ Years of Experience on CA Audit
Bachelor's/Masters Degree or CA-Semi Qualified, CA, CS, CPA/EA (Completed or Pursuing Atleast 2 Parts Cleared)
8+ Years Experience Working in Public Accounting (In India).
Excellent communication and interpersonal skills.
Proven leadership and project management abilities.
Ability to work collaboratively within a team and independently.
Proficiency in accounting software and Microsoft Office applications.
Lead and manage a portfolio of engagements, including the preparation of Notice to Reader reports, Review Compilations (using Form T2125), Financial Audits (utilizing Form EPR), and Internal Audits.
Provide leadership and guidance to audit teams, fostering a collaborative and high-performance work environment.
Supervise, mentor, and develop team members.
Cultivate positive client relationships by understanding their business needs and providing expert advice.
Address client inquiries and concerns in a professional and timely manner.
Apply advanced knowledge of Canadian accounting standards, such as the Accounting Standards for Private Enterprises (ASPE), regulations, and auditing practices in the execution of various services.
Stay current on changes in accounting standards (using CPA Canada resources) and ensure their incorporation into engagement processes.
Conduct reviews and ensure the quality of Review Compilation, Financial Audit, Internal Audit, and Notice to Reader engagements.
Implement best practices and contribute to continuous improvement in service delivery.
Conduct risk assessments for each engagement, identifying control weaknesses, and developing strategies for risk mitigation.
Analyze financial statements, identify trends, and assess the overall financial health of client organizations.
Assist in the preparation of financial statement disclosures.

Sr. Manager - Audit (Skills and Experience)

7+ Yrs. UK Auddit Experience
Masters or MBA (Finance) or CA-Intermediate (CA Pursuing) or ACCA Pursuing
12 Weeks of Training on UK Audit
8+ Years’ Experience Working in Public Accounting (In India)
Excellent communication and interpersonal skills.
Proven leadership and project management abilities.
Ability to work collaboratively within a team and independently.
Proficiency in accounting software and Microsoft Office applications.
Lead and manage a portfolio of engagements, including the preparation of Notice to Reader reports, Review Compilations (using Form T2125), Financial Audits (utilizing Form EPR), and Internal Audits.
Provide leadership and guidance to audit teams, fostering a collaborative and high-performance work environment.
Supervise, mentor, and develop team members.
Cultivate positive client relationships by understanding their business needs and providing expert advice.
Address client inquiries and concerns in a professional and timely manner.
Conduct reviews and ensure the quality of Review Compilation, Financial Audit, Internal Audit, and Notice to Reader engagements.

Senior Manager - Senior Audit Manager (Skills and Experience)

6-8 Years Experience in US Audit.
Bachelor's/Masters Degree or CA-Semi Qualified, CA, CS, CPA/EA (Completed or Pursuing At Least 2 Parts Cleared)
5+ Years Experience Working in Public Accounting (In India).
Lead and manage financial audit engagements, ensuring adherence to Generally Accepted Auditing Standards (GAAS) and Generally Accepted Accounting Principles (GAAP).
Oversee and mentor a team of auditors, providing guidance, training, and performance evaluations.
Develop audit plans, define engagement objectives, scope, and methodologies, and allocate responsibilities effectively within the team.
Identify and assess financial and operational risks to design audit strategies that address potential issues comprehensively.
Conduct thorough analysis of financial statements, quarterly reports, and annual reports, identifying any discrepancies or non-compliance with GAAP.
Assess the design, implementation, and effectiveness of internal controls, offering recommendations for enhancements when necessary.
Ensure compliance with relevant regulatory frameworks, including the Sarbanes-Oxley Act (SOX), and manage any identified deficiencies.
Collaborate closely with clients, providing updates on audit progress, discussing findings, and addressing audit-related issues.
Apply advanced knowledge to handle intricate financial areas, such as goodwill, complex investments, management estimates, and income taxes.
Work collaboratively with specialists in various accounting areas, including pricing, tax, and information technology, as required.
Effectively utilize audit software and engagement management tools for tracking, forecasting, and documentation of audit engagements.
Leverage advanced Excel tools (e.g., Pivot Tables, VLookup, macros) and data analytics tools (e.g. Tableau, Power BI) for data analysis and reporting.
Ability to manage multiple audit engagements, meet deadlines, and foster a collaborative team environment.
Keen attention to detail and an unwavering commitment to accuracy and integrity in financial reporting.

Director/Practice Lead - Audit Director/ Audit Practice Lead (Skills and Experience)

8+ Years Experience in US Audit.
Bachelor's/Masters Degree or CA-Semi Qualified, CA, CS, CPA/EA (Completed or Pursuing At Least 2 Parts Cleared)
5+ Years Experience Working in Public Accounting (In India).
Lead and manage a team of auditors, providing direction, mentorship, and performance evaluations.
Develop comprehensive audit plans, defining engagement objectives, scope, methodologies, and resource allocation to ensure effective execution.
Oversee and coordinate the execution of financial audit engagements, ensuring strict adherence to Generally Accepted Auditing Standards (GAAS) and Generally Accepted Accounting Principles (GAAP).
Identify and evaluate financial and operational risks, strategizing audit approaches to address potential issues comprehensively.
Conduct in-depth analysis of financial statements, quarterly reports, and annual reports, identifying discrepancies or non-compliance with GAAP.
Assess the design, implementation, and effectiveness of internal controls, providing recommendations for enhancements when necessary.
Ensure strict compliance with relevant regulatory frameworks, including the Sarbanes-Oxley Act (SOX), and manage any identified deficiencies.
Foster close collaboration with clients, providing regular updates on audit progress, discussing findings, and addressing audit-related issues.
Apply advanced knowledge to handle intricate financial areas, including goodwill, complex investments, management estimates, and income taxes.
Work closely with specialists in various accounting areas, including pricing, tax, and information technology, as required.
Effectively utilize audit software and engagement management tools for tracking, forecasting, and documentation of audit engagements.
Leverage advanced Excel tools (e.g., Pivot Tables, VLookup, macros) and data analytics tools (e.g., Tableau, Power BI) for data analysis and reporting.
Extensive experience in financial auditing, with a deep understanding of GAAS and GAAP.
Profound knowledge of auditing standards, regulatory compliance, and financial reporting requirements.
Strong leadership, communication, and interpersonal skills.
Ability to manage multiple audit engagements, meet deadlines, and foster a collaborative team environment.
Keen attention to detail and an unwavering commitment to accuracy and integrity in financial reporting.

Asst. Manager/Manager - Accounting (Skills and Experience)

5-7 Years of Experience in UK accounting.
Experienced Professional (Managerial Roles)
The skills and experience varies for each profile.
This staff member is hired generally Available for managing a team and not in an Individual role.
Some of these staff members (not all) will come from Big 4 and Large accounting firms so they may have deep experience of a particular area only.
This staff member shall be available round the year and full-time role only (Not for Temp Needs)
Fees shall be from £20/hour to £35/hour depending on experience.
Staffing Time from confirmation of hiring shall be about 60 to 90 days. (Depending on how much time the existing company would take to relieve them). We may not have someone available on the bench mostly.
This profile is available on very high salaries so we need to be thoughtful while hiring. We will be offering them once you confirm.
They may be available for WFO or WFH set up depending upon their need. (But we will let you know in advance). (As a policy we don’t allow WFH)
Typically we offer this profile only to clients who have an existing team of at least 3 or more offshore staff with us.
Also two more perils in staffing with experience profile. First, even after accepting the offer we have seen staff not joining sometimes (either they are retained by existing employers or they found a better opportunity and took that). Second one is that the attrition is very high in this experience bracket, because they have options. We have to continue to make an effort to retain them. So we need to carefully plan and hire these profiles.

Asst. Manager/Manager - Tax (Skills and Experience)

5-7 Yrs. UK Tax Experience
Masters or MBA (Finance) or CA-Intermediate (CA Pursuing) or ACCA Pursuing
12 Weeks of Training on UK Tax
8+ Years’ Experience Working in Public Accounting (In India)
Fundamental Understanding Quickbooks and UK Accounting.
MS Office Suite, with strength in MS Excel
Identify client service opportunities and participate in special engagements.
Develop and maintain community relationships and networks.
Manage and mentor tax group staff, offering daily guidance and coaching.
Support and mentor firm staff in tax matters.
Deliver technical training sessions for staff.
Proficiency in Tax software.
Client-focused mindset with an understanding of deadlines.
Demonstrated discretion in handling confidential and sensitive matters.
Excellent interpersonal, communication, and organizational skills.
Attention to detail and a commitment to accuracy.
Strong work ethic, capable of both independent and team-based work.

Sr. Manager - Tax (Skills and Experience)

7+ Yrs. UK Tax Experience
Masters or MBA (Finance) or CA-Intermediate (CA Pursuing) or ACCA Pursuing
12 Weeks of Training on UK Tax
8+ Years’ Experience Working in Public Accounting (In India)
Fundamental Understanding Quickbooks and UK Accounting.
Ensure timely and accurate filing of tax returns.
Develop and execute tax strategies to optimize the organization's tax position.
Stay updated with changes in tax laws and advise on potential impacts.
Build and maintain strong client relationships.
Provide expert guidance on tax matters to clients.
Manage and mentor a team of tax professionals.
Conduct financial analysis to identify tax-saving opportunities.
Review tax returns to ensure compliance with UK tax laws.
Assist in tax audits by regulatory authorities.
Assess and manage tax-related risks.
Prepare and review financial reports and disclosures.
Educate clients and stakeholders on tax law changes.
Manage the tax department's budget effectively.
Identify opportunities to enhance tax processes.
Uphold the highest ethical standards in tax-related activities.
Optionally, participate in client acquisition and business development activities.

Sr. Consultant - CFO Advisory (Skills and Experience)

12 Weeks of Training on US Accounting. (View Training Outline)
Master's Degree or CA,CS, or CPA/EA (Pursuing Atleast 1 or 2 Parts Cleared)
1-3 Years of Experience in Public Accounting. (In India)
MS Office Suite, with strength in MS Excel
Fundamental Understanding of US/CA Accounting and CFO support work.
Fundamental Understanding Quickbooks
Maintain accurate financial records, including ledgers, journals, and financial databases.
Organize and file financial documents, invoices, receipts, and statements.
Managing Account payables and receivables, including create and send invoices, follow ups for overdue invoices
Reconcile banks for financial transactions accuracy and fix discrepancies if any
Assist in budget preparation by collecting and organizing financial data.
Prepare financial reports, statements, and spreadsheets for the CFO.
Assist in the creation of financial presentations.
Input financial data into spreadsheets, accounting software, and databases.
Assist in financial projects, such as cost analysis, financial modeling, or process improvements, as directed by the CFO.
Assist in financial planning, forecasting, and variance analysis processes.
50 hours Certificate Course in Advanced concepts of controllership. (That Includes) (Onboarding Time is 3 Weeks Extra)
1. Financial Reporting.
2. Budgeting and Forecasting.
3. Cash flow analysis and Planning.
4. Understanding, Tracking and Review KPI of business.
5. Building and Reviewing MIS.
6. Data Analytics
7. Month End Closing
8. Financial Statement Reading and Analysis.
9. Business Risk Assessment.
10. Strategic Planning
11. Treasury and working capital management.
12. Fund Raising.

Sr. Consultant - CFO Advisory (Skills and Experience)

12 Weeks of Training on CA Accounting.
Master's Degree or CA,CS, or CPA/EA (Pursuing Atleast 1 or 2 Parts Cleared)
1-3 Years of Experience in Public Accounting. (In India)
MS Office Suite, with strength in MS Excel
Fundamental Understanding of CA Accounting and CFO support work.
Fundamental Understanding Quickbooks
50 hours Certificate Course in Advanced concepts of controllership. (That Includes) (Onboarding Time is 3 Weeks Extra)
1. Financial Reporting.
2. Budgeting and Forecasting.
3. Cash flow analysis and Planning.
4. Understanding, Tracking and Review KPI of business.
5. Building and Reviewing MIS.
6. Data Analytics
7. Month End Closing
8. Financial Statement Reading and Analysis.
9. Business Risk Assessment.
10. Strategic Planning
11. Treasury and working capital management.
12. Fund Raising.

Sr. Consultant - CFO Advisory (Skills and Experience)

12 Weeks of Training on UK Accounting
Master's Degree or CA,CS, or CPA/EA (Pursuing Atleast 1 or 2 Parts Cleared)
1-3 Years of Experience in Public Accounting. (In India)
MS Office Suite, with strength in MS Excel
Fundamental Understanding of US/CA Accounting and CFO support work.
Fundamental Understanding Quickbooks
Maintain accurate financial records, including ledgers, journals, and financial databases.
Organize and file financial documents, invoices, receipts, and statements.
Managing Account payables and receivables, including create and send invoices, follow ups for overdue invoices
Reconcile banks for financial transactions accuracy and fix discrepancies if any
Assist in budget preparation by collecting and organizing financial data.
Prepare financial reports, statements, and spreadsheets for the CFO.
Assist in the creation of financial presentations.
Input financial data into spreadsheets, accounting software, and databases.
Assist in financial projects, such as cost analysis, financial modeling, or process improvements, as directed by the CFO.
Assist in financial planning, forecasting, and variance analysis processes.
50 hours Certificate Course in Advanced concepts of controllership. (That Includes) (Onboarding Time is 3 Weeks Extra)
1. Financial Reporting.
2. Budgeting and Forecasting.
3. Cash flow analysis and Planning.
4. Understanding, Tracking and Review KPI of business.
5. Building and Reviewing MIS.
6. Data Analytics
7. Month End Closing
8. Financial Statement Reading and Analysis.
9. Business Risk Assessment.
10. Strategic Planning
11. Treasury and working capital management.
12. Fund Raising.

Consultant - Tax Preparer (Business) (Skills and Experience)

12 Weeks of Training on US Tax (View Training Outline)
Bachelor's Degree or CA-Semi Qualified or CPA/EA (Pursuing)
1-3 Years of Experience in Public Accounting. (In India)
MS Office Suite, with strength in MS Excel
Fundamental Understanding Quickbooks and US Accounting.
Prepare business tax returns, including income tax, payroll tax, and other applicable filings.
Collect financial statements, profit and loss statements, and balance sheets for accuracy.
Self Review on completed tax returns to identify and correct errors or discrepancies.
Computer Literacy - Moderate to Good
MS Office Suite, with strength in MS Excel and Computer Literacy - Moderate to Good
At Least One - Tax Software Experience

Consultant - Tax Preparer (Business) (Skills and Experience)

12 Weeks of Training on CA Tax
Bachelor's Degree or CA-Semi Qualified or CPA/EA (Pursuing)
1-3 Years of Experience in Public Accounting. (In India)
MS Office Suite, with strength in MS Excel
Fundamental Understanding Quickbooks and CA Accounting.
Prepare business tax returns (T2), with other applicable filings.
Identify and claim available tax credits and deductions on the T2 return, such as: Small business deduction (SBD) Investment tax credits (ITCs) Capital cost allowance (CCA) Research and development (R&D) credits
Self Review on completed tax returns to identify and correct errors or discrepancies.
Computer Literacy - Moderate to Good
MS Office Suite, with strength in MS Excel and Computer Literacy - Moderate to Good
At Least One - Tax Software Experience

Consultant - Tax Preparer (Individual)

12 Weeks of Training on US Tax (View Training Outline)
Bachelor's Degree or CA-Semi Qualified or CPA/EA (Pursuing)
1-3 Years of Experience in Public Accounting. (In India)
Fundamental Understanding Quickbooks and US Accounting.
Input client information, income, deductions, and credits accurately
Ensure the accuracy of all data entered into tax returns.
Verify calculations and review documents for completeness.
Collect supporting documents such as W-2s, 1099s
Self Review on completed tax returns to identify and correct errors or discrepancies.
MS Office Suite, with strength in MS Excel and Computer Literacy - Moderate to Good
At least One - Tax Software Experience

Consultant - Tax Preparer (Individual)

12 Weeks of Training on CA Tax
Bachelor's Degree or CA-Semi Qualified or CPA/EA (Pursuing)
1-3 Years of Experience in Public Accounting. (In India)
Fundamental Understanding Quickbooks and CA Accounting.
Input client information, income, deductions, and credits accurately and prepare T1 Individual Income Tax Returns for individual taxpayers.
Ensure the accuracy of all data entered into tax returns.
Verify calculations and review documents for completeness.
Self Review on completed tax returns to identify and correct errors or discrepancies.
MS Office Suite, with strength in MS Excel and Computer Literacy - Moderate to Good
At least One - Tax Software Experience

Consultant - Tax Preparer (Individual)

12 Weeks of Training on UK Tax
Bachelor's Degree (Tax) or Semi Qualified(CA-CS) or Masters in Finance or CMA (Completed or Pursuing)
2-3 Years of Experience in Public Accounting. (In India)
MS Office Suite, with strength in MS Excel
Fundamental Understanding Quickbooks.
Individual Tax Preparation (Basic)
Computer Literacy - Moderate to Good
Atleast One - Tax Software Experience

Specialist - Tax Preparer (Corporation) (Skills & Experience)

2+ Yrs. UK Tax Experience -
Masters or MBA (Finance) or CA-Intermediate (CA Pursuing) or ACCA Pursuing
3+ Years’ Experience Working in Public Accounting (In India).
MS Office Suite, with strength in MS Excel
Overall management of the tax liabilities.
Planning, filing and reporting of tax liability of the company
Prepare corporation tax computations and returns
R&D claims
Reconciling balance with HMRC and balance as per books
Communicating with HMRC on tax matters
Maintain filing and payment deadlines
Different tax software
Assist in solving queries of other associates as well as clients
Review tax schedules and corporate tax return
Advise on how to minimize tax liability

Consultant - Tax Preparer (Corporation) (Skills & Experience)

12 Weeks of Training on UK Tax
Bachelor's Degree or CA-Semi Qualified or ACCA (Pursuing)
1-3 Years of Experience in Public Accounting. (In India)
MS Office Suite, with strength in MS Excel
Fundamental Understanding UK Accounting and Taxation Software
1+ Years of Experience in UK Taxes.
Managing monthly/quarterly VAT return
Filing of VAT return under MTD.
Year-end accounts
Adjusting Entries for Taxes
Filing of Accounts and Tax Return
Tax Preparation (Basic)
Tax Filings at HMRC
At Least 1+ Years of Core Tax Experience
Computer Literacy - Moderate to Good
Relevant Tax Software Experience

Specialist - Tax Accountant (Skills and Experience)

1-2 Years of Experience on US Tax Preparation
12 Weeks of Training on US Tax (View Training Outline)
Bachelor's/Masters Degree or CA-Semi Qualified, CA, CS, CPA/EA (Completed or Pursuing At least 2 Parts Cleared)
3-5 Years of Experience in Public Accounting. (In India)
Fundamental Understanding Quickbooks and US Accounting.
Year End Accounting and Adjustments Including Payroll, Reclassification, Depreciation (Basic)
Prepare basic tax returns for individuals or small businesses, including income tax, deductions, and credits
Communicate with clients regarding the status of their tax returns, including filing confirmations or any issues that may arise
Review supporting documents such as W-2s, 1099s, receipts, and financial statements for completeness and accuracy.
2 Months Experience on Multi-State Tax Preparation (Extension Season)
Review and clear diagnostics and send open items to clients
Computer Literacy - Moderate to Good
Relevant Tax & Accounting Software Experience
MS Office Suite, with strength in MS Excel

Specialist - Tax Accountant (Skills and Experience)

1-3 Years of Experience on CA Tax Preparation (T1, T2)
12 Weeks of Training on CA Tax - Training Outline to be attached
Bachelor's/Masters Degree or CA-Semi Qualified, CA, CS, CPA/EA (Completed or Pursuing Atleast 2 Parts Cleared)
3-5 Years of Experience in Public Accounting. (In India)
Fundamental Understanding Quickbooks and CA Accounting.
Year End Accounting and Adjustments Including Payroll, Reclassification, Depreciation (Basic)
Prepare basic tax returns for individuals or small businesses, including income tax, deductions, and credits
Communicate with clients regarding the status of their tax returns, including filing confirmations or any issues that may arise
2-3 Months Experience on T3, T4 and T5 (Basic)
Relevant Tax & Accounting Software Experience
Computer Literacy - Moderate to Good and MS Office Suite, with strength in MS Excel

Sr. Consultant - Tax Accountant (Skills and Experience)

12 Weeks of Training on UK Tax
Master's Degree or CA, CS, or ACCA (Pursuing Skill/Professional Level)
1-3 Years of Experience in Public Accounting. (In India)
MS Office Suite, with strength in MS Excel
Fundamental Understanding QuickBooks and UK Accounting.
Corporation Tax Preparation (Basic to Moderate)
Individual Tax Preparation (Basic)
Year End Accounting and Adjustments (Basic)
Computer Literacy - Moderate to Good
Relevant Tax & Accounting Software Experience

Assistant Manager - Tax Reviewer (Skills and Experience)

3-4 Years Experience US Tax.
Bachelor's/Masters Degree or CA-Semi Qualified, CA, CS, CPA/EA (Completed or Pursuing Atleast 2 Parts Cleared)
5+ Years Experience Working in Public Accounting (In India).
MS Office Suite, with strength in MS Excel
Fundamental Understanding Quickbooks and US Accounting.
Individual Tax Preparation (Moderate to Complex)
Business Tax Preparation (Moderate to Complex)
Multi-State Tax Preparation (Moderate to Complex)
Consolidated Tax Returns
Year End Accounting and Adjustments (Moderate)
Exempt Organization Tax Preparation (Complex)
Trust Tax Preparation (Complex)
Basic Gift & Estate Tax Returns Preparation
Foreign Forms Preparation - 5471, 5472, 1116, 2555
Foreign Partnership Form Preparation - 8865,3520
Foreign Corporation Form Preparation - 1120-F
Tax Planning & Tax Research
Manages small team, onboarding, training and mentoring
Computer Literacy - Moderate to Good
Relevant Tax Software Experience

Team Lead - Tax (Skills and Experience)

3-4 Years Experience CA Tax.
Bachelor's/Masters Degree or CA-Semi Qualified, CA, CS, CPA/EA (Completed or Pursuing At Least 2 Parts Cleared)
5+ Years Experience Working in Public Accounting (In India).
MS Office Suite, with strength in MS Excel
Fundamental Understanding Quickbooks and CA Accounting.
Prepare and file various tax returns accurately and on time, including T1, T2, T3, GST/HST returns, and more.
Assist clients during tax audits conducted by the Canada Revenue Agency (CRA) or other tax authorities.
Year End Accounting and Adjustments (Moderate)
While working with businesses, advise on corporate tax matters, including the small business deduction, capital cost allowance, and investment tax credits.
Trust Tax Preparation T3 (Complex)
Ensure that all tax compliance documentation, forms, and filings are complete and accurate.
Help with international tax matters, including transfer pricing, cross-border transactions, and tax treaties.
Tax Planning & Tax Research
Communicate complex tax concepts and strategies clearly and effectively to clients and colleagues.
Good Computer Literacy along with Tax Software Experience along and Strength in MS Office Suite
Relevant Tax Software Experience

Team Lead - Senior Tax Accountant (Skills and Experience)

2-3 Years of Experience on US Tax Preparation
12 Weeks of Training on US Tax (View Training Outline)
Bachelor's/Masters Degree or CA-Semi Qualified, CA, CS, CPA/EA (Completed or Pursuing Atleast 2 Parts Cleared)
3-5 Years Experience Working in Public Accounting (In India)
Fundamental Understanding Quickbooks and US Accounting.
Review financial statements and make adjustment (Payroll, Depreciation/amortization, reclassification)
Prepare more complex tax returns, which may include multiple income sources, investments, deductions, credits, and various forms and schedules.
Communicate with clients regarding the status of their tax returns, including filing confirmations or any issues that may arise
Identify, evaluate, and apply specialized tax credits, deductions, and incentives to minimize clients' tax liabilities
Foster strong, long-term relationships with clients by delivering proactive tax planning and excellent service
Experience on Multi-State Tax Preparation
Review and clear diagnostics and send open items to clients
Computer Literacy - Moderate to Good
Relevant Tax & Accounting Software Experience
MS Office Suite, with strength in MS Excel

Sr. Specialist - Tax Accountant (Skills and Experience)

2-3 Years of Experience on CA Tax Preparation (T1, T2)
12 Weeks of Training on CA Tax - Training Outline to be attached
Bachelor's/Masters Degree or CA-Semi Qualified, CA, CS, CPA/EA (Completed or Pursuing Atleast 2 Parts Cleared)
3-5 Years of Experience in Public Accounting. (In India)
Fundamental Understanding Quickbooks and CA Accounting.
Year End Accounting and Adjustments Including Payroll, Reclassification, Depreciation (Basic)
Prepare basic tax returns for individuals or small businesses, including income tax, deductions, and credits
Prepare and file various other tax returns like GST/HST returns
Communicate with clients regarding the status of their tax returns, including filing confirmations or any issues that may arise
1 Season Experience on T3, T4 and T5 (Basic)
Relevant Tax & Accounting Software Experience
Computer Literacy - Moderate to Good and MS Office Suite, with strength in MS Excel

Sr. Specialist - Tax Accountant (Skills and Experience)

2-3 Yrs. UK Tax Experience
Masters or MBA (Finance) or CA-Intermediate (CA Pursuing) or ACCA Pursuing
12 Weeks of Training on UK Tax
3-5 Years’ Experience Working in Public Accounting (In India)
Fundamental Understanding Quickbooks and UK Accounting.
Draft CT600s for a broad range of corporate clients
Tax planning work for HNWIs and advisory work
Personal tax and corporation tax returns for a broad range of clients
Review and clear diagnostics and send open items to clients
Computer Literacy - Moderate to Good
Relevant Tax & Accounting Software Experience
MS Office Suite, with strength in MS Excel

Team Lead - Senior Tax Preparer (Business) (Skills and Experience)

2-3 Years of Experience on US Tax Preparation
12 Weeks of Training on US Tax (Intermediate Level) (View Training Outline)
Bachelor's/Masters Degree or CA-Semi Qualified, CA, CS, CPA/EA (Completed or Pursuing At Least 2 Parts Cleared)
3-5 Years Experience Working in Public Accounting (In India).
Collect financial data and relevant documents from small business clients for tax purposes.
Review and validate supporting business documents such as financial statements and relevant receipts.
Accurately input small business financial data into tax preparation software.
Prepare and review basic business tax returns, including income tax, deductions, and credits.
Fundamental Understanding Quickbooks and US Accounting.
Perform basic tax calculations to determine the business's tax liability.
2 Months Experience on Multi-State Tax Preparation (Extension Season)
Review and clear diagnostics and send open items to clients
Computer Literacy - Moderate to Good
At least One - Tax Software Experience with strength in MS Excel and MS Office Suite

Sr. Specialist - Tax Preparer (Business) (Skills and Experience)

2-3 Years of Experience on CA Tax Preparation
12 Weeks of Training on CA Tax (Intermediate Level)
Bachelor's/Masters Degree or CA-Semi Qualified, CA, CS, CPA/EA (Completed or Pursuing Atleast 2 Parts Cleared)
3-5 Years Experience Working in Public Accounting (In India).
Collect financial data and relevant documents from small business clients for tax purposes.
Review and validate supporting business documents such as financial statements and relevant receipts.
Accurately input small business financial data into tax preparation software.
Prepare and review business tax returns, including income tax, deductions, and credits.
Fundamental Understanding Quickbooks and US Accounting.
Perform basic tax calculations to determine the business's tax liability.
Fundamental Understanding Quickbooks and CA Accounting.
Computer Literacy - Moderate to Good
At least One - Tax Software Experience along with Strength MS Office Suite

Sr. Consultant - Tax Preparer (Business) (Skills and Experience)

12 Weeks of Training on US Tax (Intermediate Level) (View Training Outline)
Master's Degree or CA,CS, or CPA/EA (Pursuing Atleast 1 or 2 Parts Cleared)
1-3 Years of Experience in Public Accounting. (In India)
2 Months Business Tax preparation Experience (Extension season)
MS Office Suite, with strength in MS Excel
Fundamental Understanding Quickbooks and US Accounting.
Prepare business tax returns, including income tax, payroll tax, and other applicable filings.
Collect financial statements, profit and loss statements, and balance sheets for accuracy.
Self Review on completed tax returns to identify and correct errors or discrepancies.
Computer Literacy - Moderate to Good
MS Office Suite, with strength in MS Excel and Computer Literacy - Moderate to Good
At Least One - Tax Software Experience

Sr. Consultant - Tax Preparer (Business) (Skills and Experience)

12 Weeks of Training on CA Tax
Bachelor's Degree or CA-Semi Qualified or CPA/EA (Pursuing)
1-3 Years of Experience in Public Accounting. (In India)
2 Months T2 Tax preparation Experience
MS Office Suite, with strength in MS Excel
Fundamental Understanding Quickbooks and CA Accounting.
Prepare business tax returns (T2), with other applicable filings.
Identify and claim available tax credits and deductions on the T2 return, such as: Small business deduction (SBD) Investment tax credits (ITCs) Capital cost allowance (CCA) Research and development (R&D) credits
Self Review on completed tax returns to identify and correct errors or discrepancies.
Computer Literacy - Moderate to Good
MS Office Suite, with strength in MS Excel and Computer Literacy - Moderate to Good
At Least One - Tax Software Experience

Team Lead - Senior Tax Preparer (Individual) (Skills and Experience)

2-3 Years of Experience on US Tax Preparation
12 Weeks of Training on US Tax (Intermediate Level) (View Training Outline)
Bachelor's/Masters Degree or CA-Semi Qualified, CA, CS, CPA/EA (Completed or Pursuing Atleast 2 Parts Cleared)
3-5 Years Experience Working in Public Accounting (In India).
Fundamental Understanding Quickbooks and US Accounting.
gather personal financial information and relevant tax documents.
Review and validate supporting documents such as W-2s, 1099s, and receipts.
Accurately input individual client financial data into tax preparation software
Prepare and review basic individual tax returns, including income tax, deductions, and credits.
Perform basic tax calculations to determine tax liability or refunds for individual clients
Maintain a foundational understanding of current tax laws and regulations relevant to individual tax returns.
Conduct basic quality checks to minimize errors or discrepancies on individual tax returns.
Review and clear diagnostics and send open item list to client
2 Months Experience on Multi-State Tax Preparation (Extension Season)
Computer Literacy - Moderate to Good
At least One - Tax Software Experience with strength in MS Excel and MS Office Suite

Sr. Specialist - Tax Preparer (Individual) (Skills and Experience)

2-3 Years of Experience on CA Tax Preparation
12 Weeks of Training on CA Tax (Intermediate Level)
Bachelor's/Masters Degree or CA-Semi Qualified, CA, CS, CPA/EA (Completed or Pursuing Atleast 2 Parts Cleared)
3-5 Years Experience Working in Public Accounting (In India).
gather personal financial information and relevant tax documents.
Accurately input individual client financial data into tax preparation software
Prepare and review basic individual tax returns, including income tax, deductions, and credits.
Perform basic tax calculations to determine tax liability or refunds for individual clients
Maintain a foundational understanding of current tax laws and regulations relevant to individual tax returns.
Conduct basic quality checks to minimize errors or discrepancies on individual tax returns.
Fundamental Understanding Quickbooks and CA Accounting.
Computer Literacy - Moderate to Good
At least One - Tax Software Experience along with Strength MS Office Suite

Specialist - Tax Preparer (Individual) (Skills and Experience)

2+ Yrs. UK Tax Experience -
Masters or MBA (Finance) or CA-Intermediate (CA Pursuing) or ACCA Pursuing
3+ Years’ Experience Working in Public Accounting (In India).
MS Office Suite, with strength in MS Excel
Communicating with client and collating information
Preparing and submitting tax returns, tax computations and any other necessary forms
Researching, analysing and interpreting changing tax laws in UK and overseas
Liaising and negotiating with HM Revenue & Customs (HMRC) on behalf of the client
Advising on tax residence and domicile matters
Providing consultancy services to high value private clients
Review tax returns.
Supervise members of the tax team to ensure that tax returns are completed correctly.
Producing reports for clients
Different tax software

Sr. Consultant - Tax Preparer (Individual) (Skills and Experience)

12 Weeks of Training on US Tax (Intermediate Level) (View Training Outline)
Master's Degree or CA,CS, or CPA/EA (Pursuing Atleast 1 or 2 Parts Cleared)
1-3 Years of Experience in Public Accounting. (In India)
2 Months Individual Tax preparation Experience (Extension season)
Fundamental Understanding Quickbooks and US Accounting.
Input client information, income, deductions, and credits accurately
Ensure the accuracy of all data entered into tax returns.
Verify calculations and review documents for completeness.
Collect supporting documents such as W-2s, 1099s
Self Review on completed tax returns to identify and correct errors or discrepancies.
MS Office Suite, with strength in MS Excel and Computer Literacy - Moderate to Good
At least One - Tax Software Experience

Sr. Consultant - Tax Preparer (Individual) (Skills and Experience)

12 Weeks of Training on CA Tax
Bachelor's Degree or CA-Semi Qualified or CPA/EA (Pursuing)
1-3 Years of Experience in Public Accounting. (In India)
2 Months T1 Tax preparation Experience
Fundamental Understanding Quickbooks and CA Accounting.
Input client information, income, deductions, and credits accurately and prepare T1 Individual Income Tax Returns for individual taxpayers.
Ensure the accuracy of all data entered into tax returns.
Verify calculations and review documents for completeness.
Self Review on completed tax returns to identify and correct errors or discrepancies.
MS Office Suite, with strength in MS Excel and Computer Literacy - Moderate to Good
At least One - Tax Software Experience

Consultant - Tax Preparer (Individual) (Skills and Experience)

12 Weeks of Training on UK Tax
Bachelor's Degree or CA-Semi Qualified or ACCA (Pursuing)
1-3 Years of Experience in Public Accounting. (In India)
Fundamental Understanding UK Accounting and Taxation Software
MS Office Suite, with strength in MS Excel
Tax Preparation (Basic)
Tax Filings at HMRC
At Least 1+ Years of Core Tax Experience
Computer Literacy - Moderate to Good

Specialist - International Tax (Business) (Skills and Experience)

1-2 Years of Experience on US Tax Preparation
12 Weeks of Training on US Tax (Intermediate Level) (View Training Outline)
Bachelor's/Masters Degree or CA-Semi Qualified, CA, CS, CPA/EA (Completed or Pursuing Atleast 2 Parts Cleared)
3-5 Years Experience Working in Public Accounting (In India).
MS Office Suite, with strength in MS Excel
Fundamental Understanding Quickbooks and US Accounting.
Basic Individual Tax and Business Tax Experience.
50+ Hours of Certificate Course/Training Fundamental of International taxation (That Includes) (Onboarding Takes 3 Weeks Extra)
1. Nonresident Taxation Planning Opportunities
2. The U.S. Contribution to BEPS (Base erosion and profit shifting) : GILTI (Global Intangible Low Tax Income) and BEAT (The Base Erosion and Anti-Abuse Tax)
3. International Taxation Challenges In The Digital Economy
4. The Unified Solution to BEPS (Base erosion and profit shifting) challenges in the New Economy: Update on Pillar One and Pillar Two
5. Transfer Pricing Fundamentals
6. Transfer Pricing Essentials
7. Global Intangible Low-Taxed Income and Form 8992
8. Transfer Pricing for small and mid-size businesses
9. Tax Benefits For Exporters IC-DISCs And The Deduction For Foreign-derived Intangible Income
10. Maximizing Foreign Tax Credits: Planning and Compliance after Tax Cuts Jobs Act
11. Anti-deferral Regimes: Subpart F, PFIC, and GILTI after TCJA
12. FIRPTA
13. Introduction to Tax Treaties

Sr. Consultant - International Tax (Business) (Skills and Experience)

1-2 Years of Experience on CA Tax Preparation
Semi Qualified (CA/CS) Or Masters in Finance or CMA (Completed or Pursuing)
3-5 Years Experience Working in Public Accounting (In India).
MS Office Suite, with strength in MS Excel
Fundamental Understanding Quickbooks and CA Accounting.
Basic Individual Tax and Business Tax Experience.
50+ Hours of Certificate Course/Training Fundamental of International taxation (That Includes)
1. Nonresident Taxation Planning Opportunities
2. The U.S. Contribution to BEPS (Base erosion and profit shifting) : GILTI (Global Intangible Low Tax Income) and BEAT (The Base Erosion and Anti-Abuse Tax)
3. International Taxation Challenges In The Digital Economy
4. The Unified Solution to BEPS (Base erosion and profit shifting) challenges in the New Economy: Update on Pillar One and Pillar Two
5. Transfer Pricing Fundamentals
6. Transfer Pricing Essentials
7. Global Intangible Low-Taxed Income and Form 8992
8. Transfer Pricing for small and mid-size businesses
9. Tax Benefits For Exporters IC-DISCs And The Deduction For Foreign-derived Intangible Income
10. Maximising Foreign Tax Credits: Planning and Compliance after Tax Cuts Jobs Act
11. Anti-deferral Regimes: Subpart F, PFIC, and GILTI after TCJA
12. FIRPTA
13. Introduction to Tax Treaties

Specialist - International Tax (Individual) (Skills and Experience)

1-2 Years of Experience on US Tax Preparation
12 Weeks of Training on US Tax (Intermediate Level) (View Training Outline)
Bachelor's/Masters Degree or CA-Semi Qualified, CA, CS, CPA/EA (Completed or Pursuing Atleast 2 Parts Cleared)
3-5 Years Experience Working in Public Accounting (In India).
MS Office Suite, with strength in MS Excel
Fundamental Understanding Quickbooks and US Accounting.
Basic Individual Tax and Business Tax Experience.
50+ Hours of Certificate Course/Training Fundamental of International taxation (That Includes)(Onboarding Takes 3 Weeks Extra)
1. 1040-NR U.S. Income Tax Returns for Non Citizens
2. Introduction To U.S. International Taxation
3. Classification of Non-Resident Entities
4. Tax Classification of Non-Resident Individuals
5. Transfer Taxes for American Non Domiciliaries
6. Compliance Requirements for Nonresidents
7. Foreign Investment in United States Real Property (FIRPTA)
8. Income Tax Inclusions for Nonresidents: Statutory Rules
9. Income Tax Inclusions for Nonresidents: Tax Treaty Modifications
10. Income Sourcing Rules
11. Nonresident Taxation: Introduction to Considerations
12. FATCA & FBAR Compliance
13. Foreign Earned Income: Form 2555 Exclusion Reporting
14. Nonresident Alien Reporting: IRS Compliance
15. A nonresident sells U.S. real property: FIRPTA filing guidance on Forms 8288
16. Claiming a tax treaty income tax exclusion
17. Form 1040 filers’ Foreign Information Reporting Overview

Sr. Consultant - International Tax (Individual) (Skills and Experience)

1-2 Years of Experience on CA Tax Preparation
Semi Qualified (CA/CS) Or Masters in Finance or CMA (Completed or Pursuing)
3-5 Years Experience Working in Public Accounting (In India).
MS Office Suite, with strength in MS Excel
Fundamental Understanding Quickbooks and CA Accounting.
Basic Individual Tax and Business Tax Experience.
50+ Hours of Certificate Course/Training Fundamental of International taxation (That Includes)
1. 1040-NR U.S. Income Tax Returns for Non Citizens
2. Introduction To U.S. International Taxation
3. Classification of Non-Resident Entities
4. Tax Classification of Non-Resident Individuals
5. Transfer Taxes for American Non Domiciliaries
6. Compliance Requirements for Nonresidents
7. Foreign Investment in United States Real Property (FIRPTA)
8. Income Tax Inclusions for Nonresidents: Statutory Rules
9. Income Tax Inclusions for Nonresidents: Tax Treaty Modifications
10. Income Sourcing Rules
11. Nonresident Taxation: Introduction to Considerations
12. FATCA & FBAR Compliance
13. Foreign Earned Income: Form 2555 Exclusion Reporting
14. Nonresident Alien Reporting: IRS Compliance
15. A nonresident sells U.S. real property: FIRPTA filing guidance on Forms 8288
16. Claiming a tax treaty income tax exclusion
17. Form 1040 filers’ Foreign Information Reporting Overview

Consultant - Financial Audit (Skills and Experience)

12 Weeks of Training on US Audit (View Training Outline)
Bachelor's Degree or CA-Semi Qualified or CPA/EA (Pursuing)
1-3 Years of Experience in Public Accounting. (In India)
MS Office Suite, with strength in MS Excel
Fundamental Understanding Quickbooks and US Accounting/Audit.
Audit Planning - Risk Assessment
Audit Execution - Checking and Reviewing Samples
Preparation of Audit Report
Proficiency spreadsheets,Caseware, Quickbooks
Effective written communication skill

Consultant - Financial Audit (Skills and Experience)

12 Weeks of Training on CA Audit.
Bachelor's Degree or CA-Semi Qualified or CPA/EA (Pursuing)
1-3 Years of Experience in Public Accounting. (In India)
MS Office Suite, with strength in MS Excel
Fundamental Understanding Quickbooks and CA Accounting/Audit.
Assist in the development of audit plans and strategies, including defining audit objectives, scope, and testing procedures.
Perform audit tests, such as substantive testing and compliance testing, to gather evidence and assess the reliability of financial information.
Assist in preparing audit reports summarizing findings, conclusions, and recommendations for improvement.
Proficiency spreadsheets,Caseware, Quickbooks
Effective written communication skill

Consultant - Financial Audit (Skills and Experience)

12 Weeks of Training on UK Audit
Bachelor's Degree (Finance) or Semi Qualified(CA-CS) or Masters in Finance or ACCA (Completed or Pursuing)
1-3 Years of Experience in Public Accounting. (In India)
MS Office Suite, with strength in MS Excel
Fundamental Understanding Quickbooks and UK Accounting/Audit.
Audit Planning - Risk Assessment
Audit Execution - Checking and Reviewing Samples
Preparation of Audit Report
Proficiency spreadsheets,Caseware, Quickbooks
Effective written communication skill

Sr. Consultant - Non-Profit Audit (Skills and Experience)

12 Weeks of Training on US Audit (View Training Outline)
Master's Degree or CA,CS, or CPA/EA (Pursuing At Least 1 or 2 Parts Cleared)
1-3 Years of Experience in Public Accounting. (In India)
MS Office Suite, with strength in MS Excel
Fundamental Understanding Quickbooks and US Accounting/Auditing.
Fundamental Understanding of Non-Profit Accounting and Auditing
30+ hours of Certificate Course/Training Non-Profit Accounting and Auditing. (That Includes) (Onboarding Time 3 Weeks Extra)
1. NFP Financial Reporting and Tax Filing Requirements
2. How to Form, and Obtain Exemption for a Non-Profit Entity
3. Maintaining Tax Exemption for a Non-Profit Entity
4. Non-Profit Governance for Tax-Exempt Organizations
5. New Audit Report Standards
6. Revenue Recognition Considerations for Not-for-Profit Entities
7. Accounting for Not-For-Profit Organizations
8. Financial statement concepts for not-for-profits
9. Generally accepted accounting principles for not-for-profit organizations
10. Building a Fundraising Board
11. Special Rules for Reporting Special Events (Non-Profits)
12. In-kind contributions

Sr. Consultant - Non-Profit Audit (Skills and Experience)

12 Weeks of Training on CA Audit.
Master's Degree or CA,CS, or CPA/EA (Pursuing Atleast 1 or 2 Parts Cleared)
1-3 Years of Experience in Public Accounting. (In India)
MS Office Suite, with strength in MS Excel
Fundamental Understanding Quickbooks and CA Accounting/Auditing.
Fundamental Understanding of Non-Profit Accounting and Audting
30+ hours of Certificate Course/Training Non-Profit Accounting and Auditing. (That Includes) (Onboarding Time 3 Weeks Extra)
1. NFP Financial Reporting and Tax Filing Requirements
2. How to Form, and Obtain Exemption for a Non-Profit Entity
3. Maintaining Tax Exemption for a Non-Profit Entity
4. Non-Profit Governance for Tax-Exempt Organizations
5. New Audit Report Standards
6. Revenue Recognition Considerations for Not-for-Profit Entities
7. Accounting for Not-For-Profit Organizations
8. Financial statement concepts for not-for-profits
9. Generally accepted accounting principles for not-for-profit organizations
10. Building a Fundraising Board
11. Special Rules for Reporting Special Events (Non-Profits)
12. In-kind contributions

Sr. Consultant - Internal Audit/SOX Audit (Skills and Experience)

12 Weeks of Training on US Audit (View Training Outline)
Master's Degree or CA,CS, or CPA/EA (Pursuing Atleast 1 or 2 Parts Cleared)
1-3 Years of Experience in Public Accounting. (In India)
MS Office Suite, with strength in MS Excel
Fundamental Understanding Quickbooks and US Accounting/Auditing.
Fundamental Understanding of Internal Audit and SOX.
Basic Individual Tax and Business Tax Experience.
40+ hours of Certificate Course/Training on Internal Audit/SOX. (That Includes) (Onboarding Time 3 Weeks Extra)
1. SOX and the Internal Control Framework
2. SOX Identifying and Documenting Controls
3. SOX Testing
4. SOX Preparing for a Top Down Accounting Risk Assessment
5. SOX Overview
6. SOX Identifying and Documenting Controls
7. SOX General Controls, application control, spreadsheet controls
8. SOX Executing A Top Down Accounting Risk Assessment
9. SOX Evolution of Auditing standards
10. SOX difficulty of assessing Material impact and significant deficiency
11. SOX Authoritative Bodies
12. SOX and Information Technology in Today’s Digital World- General Controls Primer
13. SOX And COSO
14. SOX 404
15. Sarbanes Oxley Entity Level and Soft Controls
16. SOX Internal Controls for Accounts Receivable
17. SOX Internal Controls for Accounts Payable
18. SOX Internal Controls for Inventory

Sr. Consultant - Internal Audit (Skills and Experience)

12 Weeks of Training on CA Audit.
Master's Degree or CA,CS, or CPA/EA (Pursuing Atleast 1 or 2 Parts Cleared)
1-3 Years of Experience in Public Accounting. (In India)
MS Office Suite, with strength in MS Excel
Fundamental Understanding Quickbooks and CA Accounting/Auditing.
Fundamental Understanding of Internal Audit.
Basic Individual Tax and Business Tax Experience.

Sr. Consultant - Employee Benefits Plan/Administration Audit (Skills and Experience)

12 Weeks of Training on US Audit (View Training Outline)
Master's Degree or CA,CS, or CPA/EA (Pursuing Atleast 1 or 2 Parts Cleared)
1-3 Years of Experience in Public Accounting. (In India)
MS Office Suite, with strength in MS Excel
Fundamental Understanding Quickbooks and US Accounting/Auditing.
Fundamental Understanding of Internal Audit and SOX.
Basic Individual Tax and Business Tax Experience.
40+ hours of Certificate Course/Training on Internal Audit/SOX. (That Includes) (Onboarding Time 3 Weeks Extra)
1. Fundamentals of Defined Benefit Plans
2. IRAs and IRA Based Retirement Plans
3. Understanding IRAs – Contributions & Distributions for Traditional, Roth, SEP & SIMPLE IRAs
4. Audits of 401(k) Plans
5. Design Plan for Closely Held Companies and its Options.
6. Form 5500 and it’s latest Updates
7. Impact of Mergers and Acquisitions on Retirement Plans
8. Protect Your Client’s 401(k)/403(b) Plan from Fiduciary Litigation
9. Essential documents of plan governance
10. How to implement best practices with document review and retention.
11. Understanding fiduciary responsibilities.
12. Implement best practices in fulfilling their fiduciary responsibility.

Sr. Consultant - Audit - Employee Benefits Plan/Administration (Skills and Experience)

12 Weeks of Training on CA Audit.
Master's Degree or CA,CS, or CPA/EA (Pursuing At Least 1 or 2 Parts Cleared)
1-3 Years of Experience in Public Accounting. (In India)
Effective communication skills, both written and verbal.
Ability to work collaboratively within a team and with clients.
Eagerness to learn and develop skills in the field of employee benefits auditing.
Proficiency in Microsoft Excel and other relevant software.
Fundamental Understanding Quickbooks and CA Accounting/Audit.
Fundamental Understanding of Registered Retirement Savings Plan (RRSP)" or a "Deferred Profit Sharing Plan (DPSP)
Work collaboratively with senior auditors to conduct audits of employee benefit plans, including pension plans and group RRSPs.
Assist in reviewing financial statements and relevant documentation.
Participate in the verification of compliance with applicable legislation, regulations, and plan documents.
Perform testing of internal controls to ensure reliability in financial reporting.
Assist in analyzing data related to contributions, benefit payments, and other plan transactions.
Contribute to identifying discrepancies and irregularities during the audit process.
Maintain organized and thorough documentation of audit procedures and findings.
Contribute to the preparation of clear and concise audit reports for review by senior auditors.

Specialist - Financial Audit (Skills and Experience)

1 year of Experience US Audit
12 Weeks of Training on US Audit (Intermediate Level) (View Training Outline)
Bachelor's/Masters Degree or CA-Semi Qualified, CA, CS, CPA/EA (Completed or Pursuing Atleast 2 Parts Cleared)
3-5 Years Experience Working in Public Accounting (In India).
MS Office Suite, with strength in MS Excel
Fundamental Understanding Quickbooks and US Accounting/Auditing.
Financial Audit
HUD Audits
Preparation of Work Papers
Execution of Audit Procedures
Risk Assessment - Checking and Reviewing Samples
Preparing Reports
Proficiency in Microsoft Office, QuickBooks Caseware

Specialist - Financial Audit (Skills and Experience)

10 to 15 Months Experience CA Audit
12 Weeks of Training on CA Audit.
Bachelor's/Masters Degree or CA-Semi Qualified, CA, CS, CPA/EA (Completed or Pursuing Atleast 2 Parts Cleared)
3-5 Years Experience Working in Public Accounting (In India).
MS Office Suite, with strength in MS Excel
Fundamental Understanding Quickbooks and CA Accounting/Auditing.
Financial Audit
HUD Audits
Preparation of Work Papers
Execution of Audit Procedures
Risk Assessment - Checking and Reviewing Samples
Preparing Reports
Proficiency in Microsoft Office, QuickBooks Caseware

Specialist - Financial Audit (Skills and Experience)

1-2 Yrs. UK Audit Experience
Masters or MBA (Finance) or CA-Intermediate (CA Pursuing) or ACCA Pursuing
12 Weeks of Training on UK Audit
3-5 Years’ Experience Working in Public Accounting (In India)
MS Office Suite, with strength in MS Excel
Strong analytical and problem-solving skills.
Knowledge of UK accounting/Audit standards and regulations & Quickbooks.
Verify financial transactions, records, and reports for accuracy and compliance with relevant accounting standards.
Evaluate and test internal controls to ensure the reliability of financial reporting and safeguarding of assets.
Maintain organized and detailed audit documentation, including workpapers and evidence of audit procedures.
Analyze financial statements to identify trends, anomalies, and areas for improvement.
Provide expert advice and opinion on sustainability assurance and reporting matters to relevant groups and consultations, experience in both financial audit and non-financial assurance.
Execution of Audit Procedures
Contribute to the preparation of clear and comprehensive audit reports for clients and stakeholders.
Proficiency in Microsoft Office, QuickBooks AuditBoar, SAP, Xero, Workiva and more

Sr. Consultant – Internal Audit (Skills and Experience)

12 Weeks of Training on UK Audit
Bachelor's Degree (Finance) or Semi Qualified(CA-CS) or Masters in Finance or ACCA (Completed or Pursuing)
1-3 Years of Experience in Public Accounting. (In India)
MS Office Suite, with strength in MS Excel
Fundamental Understanding Quickbooks and UK Accounting/Audit.
Financial Audit
Preparation of Work Papers
Execution of Audit Procedures
Identifying issues related to risk, governance, processes, technology, controls, and operating practices of assigned engagements.
Learn the businesses and audit methodology and apply knowledge in team discussions related to audit scope, testing approach, and data analysis
Effectively communicate with other risk partners to build relationships and discuss relevant work that has been performed.
Proficiency in Microsoft Office, QuickBooks, SafetyCulture, AuditBoard and more

Specialist - Reviews & Compilations (Skills and Experience)

1 year of Experience US Audit
12 Weeks of Training on US Audit (Intermediate Level) (View Training Outline)
Bachelor's/Masters Degree or CA-Semi Qualified, CA, CS, CPA/EA (Completed or Pursuing At Least 2 Parts Cleared)
3-5 Years Experience Working in Public Accounting (In India).
MS Office Suite, with strength in MS Excel
Fundamental Understanding Quickbooks and US Accounting/Auditing.
Fundamental Understanding of Reviews and Compilation Engagement.
20+ hours of Certificate Course/Training on Reviews and Compilations. (That Includes)(Onboarding Time 3 Weeks Extra)
1. Understanding the differences between a preparation, a compilation, and a review engagement,
2. Recognize the applicability of Statements on Standards for Accounting and Review Services (SSARS) to various types of professional services,
3. Objectives and procedures between compilation and review engagements,
4. Identify the objective and requirements of an engagement to prepare financial statements, and
5. Recognize departures from GAAP and/or omitted disclosures.
6. Planning and Administration of the Engagement.
7. Knowledge and Understanding of the Entity's Financial Reporting Framework.
8. Communication between Predecessor and Successor Accountant
9. Engagement Letters
10. Elements of a Review report.
11. Various reporting possibilities for review engagements.
12. Reporting Variations

Specialist - Reviews & Compilations (Skills and Experience)

10 to 15 Months Experience CA Audit
12 Weeks of Training on CA Audit.
Bachelor's/Masters Degree or CA-Semi Qualified, CA, CS, CPA/EA (Completed or Pursuing Atleast 2 Parts Cleared)
3-5 Years Experience Working in Public Accounting (In India).
MS Office Suite, with strength in MS Excel
Fundamental Understanding Quickbooks and CA Accounting/Auditing.
Fundamental Understanding of Reviews and Compilation Engagement.
20+ hours of Certificate Course/Training on Reviews and Compilations. (That Includes)(Onboarding Time 3 Weeks Extra)
1. Understanding the differences between a preparation, a compilation, and a review engagement,
2. Recognize the applicability of Statements on Standards for Accounting and Review Services (SSARS) to various types of professional services,
3. Objectives and procedures between compilation and review engagements,
4. Identify the objective and requirements of an engagement to prepare financial statements, and
5. Recognize departures from GAAP and/or omitted disclosures.
6. Planning and Administration of the Engagement.
7. Knowledge and Understanding of the Entity's Financial Reporting Framework.
8. Communication between Predecessor and Successor Accountant
9. Engagement Letters
10. Elements of a Review report.
11. Various reporting possibilities for review engagements.
12. Reporting Variations

Sr. Consultant - Reviews & Compilations (Skills and Experience)

10 to 15 Months Experience UK Audit
Masters Degree (Finance) or MBA (Finance) or CA-Intermediate (CA Pursuing) or CPA or EA Pursuing
3+ Years Experience Working in Public Accounting (In India).
MS Office Suite, with strength in MS Excel
Fundamental Understanding Quickbooks and UK Accounting/Auditing.
Fundamental Understanding of Reviews and Compilation Engagement.
20+ hours of Certificate Course/Training on Reviews and Compilations. (That Includes)
1. Understanding the differences between a preparation, a compilation, and a review engagement,
2. Recognize the applicability of Statements on Standards for Accounting and Review Services (SSARS) to various types of professional services,
3. Objectives and procedures between compilation and review engagements,
4. Identify the objective and requirements of an engagement to prepare financial statements, and
5. Recognize departures from GAAP and/or omitted disclosures.
6. Planning and Administration of the Engagement.
7. Knowledge and Understanding of the Entity's Financial Reporting Framework.
8. Communication between Predecessor and Successor Accountant
9. Engagement Letters
10. Elements of a Review report.
11. Various reporting possibilities for review engagements.
12. Reporting Variations

Sr. Specialist - Non-Profit Audit (Skills and Experience)

2-3 Years of Experience US Audit
12 Weeks of Training on US Audit (Intermediate Level) (View Training Outline)
Bachelor's/Masters Degree or CA-Semi Qualified, CA, CS, CPA/EA (Completed or Pursuing At Least 2 Parts Cleared)
3-5 Years Experience Working in Public Accounting (In India).
MS Office Suite, with strength in MS Excel
Fundamental Understanding Quickbooks and US Accounting/Auditing.
Fundamental Understanding of Non-Profit Accounting and Auditing
30+ hours of Certificate Course/Training Non-Profit Accounting and Auditing. (That Includes)(Onboarding Time 3 Weeks Extra)
1. NFP Financial Reporting and Tax Filing Requirements
2. How to Form, and Obtain Exemption for a Non-Profit Entity
3. Maintaining Tax Exemption for a Non-Profit Entity
4. Non-Profit Governance for Tax-Exempt Organizations
5. New Audit Report Standards
6. Revenue Recognition Considerations for Not-for-Profit Entities
7. Accounting for Not-For-Profit Organizations
8. Financial statement concepts for not-for-profits
9. Generally accepted accounting principles for not-for-profit organizations
10. Building a Fundraising Board
11. Special Rules for Reporting Special Events (Non-Profits)
12. In-kind contributions

Sr. Specialist - Non-Profit Audit (Skills and Experience)

10 to 15 Months Experience CA Audit
12 Weeks of Training on CA Audit.
Bachelor's/Masters Degree or CA-Semi Qualified, CA, CS, CPA/EA (Completed or Pursuing Atleast 2 Parts Cleared)
3-5 Years Experience Working in Public Accounting (In India).
MS Office Suite, with strength in MS Excel
Fundamental Understanding Quickbooks and CA Accounting/Auditing.
Fundamental Understanding of Non-Profit Accounting and Audting
30+ hours of Certificate Course/Training Non-Profit Accounting and Auditing. (That Includes)(Onboarding Time 3 Weeks Extra)
1. NFP Financial Reporting and Tax Filing Requirements
2. How to Form, and Obtain Exemption for a Non-Profit Entity
3. Maintaining Tax Exemption for a Non-Profit Entity
4. Non-Profit Governance for Tax-Exempt Organizations
5. New Audit Report Standards
6. Revenue Recognition Considerations for Not-for-Profit Entities
7. Accounting for Not-For-Profit Organizations
8. Financial statement concepts for not-for-profits
9. Generally accepted accounting principles for not-for-profit organizations
10. Building a Fundraising Board
11. Special Rules for Reporting Special Events (Non-Profits)
12. In-kind contributions

Assistant Manager - Senior Auditor (Skills and Experience)

3-4 Years Experience in US Audit.
Bachelor's/Masters Degree or CA-Semi Qualified, CA, CS, CPA/EA (Completed or Pursuing At Least 2 Parts Cleared)
5+ Years Experience Working in Public Accounting (In India).
MS Office Suite, with strength in MS Excel
Fundamental Understanding Quickbooks and US Accounting/Auditing.
Financial Audit
HUD Audits
Preparation of Work Papers
Execution of Audit Procedures
Risk Assessment - Checking and Reviewing Samples
Preparing Reports
Proficiency in Microsoft Office, QuickBooks Caseware
Understanding on Writing Audit Reports
Understanding on Reviewing Work Papers & Field Work
Preparing Auditing Notes and Disclosures
Understanding of Auditing of Payroll
Onboarding New Clients & Client Review

Team Lead - Audit (Skills and Experience)

3-4 Years Experience in CA Audit.
Bachelor's/Master's Degree or CA-Semi Qualified, CA, CS, CPA/EA (Completed or Pursuing At Least 2 Parts Cleared)
5+ Years Experience Working in Public Accounting (In India).
MS Office Suite, with strength in MS Excel
Fundamental Understanding Quickbooks and CA Accounting/Auditing.
Financial Audit
HUD Audits
Preparation of Work Papers
Execution of Audit Procedures
Risk Assessment - Checking and Reviewing Samples
Preparing Reports
Proficiency in Microsoft Office, QuickBooks Caseware
Understanding on Writing Audit Reports
Understanding on Reviewing Work Papers & Field Work
Preparing Auditing Notes and Disclosures
Understanding of Auditing of Payroll
Onboarding New Clients & Client Review

Team Lead - Tax Reviewer (Skills and Experience)

3-4 Yrs. UK Tax Experience
Masters or MBA (Finance) or CA-Intermediate (CA Pursuing) or ACCA Pursuing
12 Weeks of Training on UK Tax
5+ Years’ Experience Working in Public Accounting (In India)
Fundamental Understanding Quickbooks and UK Accounting.
MS Office Suite, with strength in MS Excel.
Fundamental Understanding Quickbooks and UK Accounting.
Draft CT600s for a broad range of corporate clients
Tax planning work for HNWIs and advisory work
Personal tax and corporation tax returns for a broad range of clients
Review and clear diagnostics and send open items to clients
Group restructuring (including demergers)
Preparing tax valuations
Share / option scheme planning and implementation
Advising on disposals and acquisitions of companies
Tax disclosures to HMRC
Capital gains tax calculations
Inheritance tax queries
Personal tax planning
Capital allowances reviews.
Help with international tax matters, including transfer pricing, cross-border transactions, and tax treaties.
Tax Planning & Tax Research
Communicate complex tax concepts and strategies clearly and effectively to clients and colleagues.
Good Computer Literacy along with Tax Software Experience along and Strength in MS Office Suite
Relevant Tax Software Experience

Team Lead - Employee Benefits Plan/Administration - Auditor (Skills and Experience)

2-3 Years of Experience US Audit
12 Weeks of Training on US Audit (Intermediate Level) (View Training Outline)
Bachelor's/Masters Degree or CA-Semi Qualified, CA, CS, CPA/EA (Completed or Pursuing At Least 2 Parts Cleared)
3-5 Years Experience Working in Public Accounting (In India).
MS Office Suite, with strength in MS Excel
Fundamental Understanding Quickbooks and US Accounting/Auditing.
Fundamental Understanding of All types of Employee Benefit Plans,Defined Benefit Plans, Defined Contribution Plans, 401(K) Plans, Profit-Sharing Plans etc.
45 hours of Certificate Course/Training on Employee Benefit Plan Audit and Administration. (That Includes)(Onboarding Time 3 Weeks Extra)
1. Fundamentals of Defined Benefit Plans
2. IRAs and IRA Based Retirement Plans
3. Understanding IRAs – Contributions & Distributions for Traditional, Roth, SEP & SIMPLE IRAs
4. Audits of 401(k) Plans
5. Design Plan for Closely Held Companies and its Options.
6. Form 5500 and it’s latest Updates
7. Impact of Mergers and Acquisitions on Retirement Plans
8. Protect Your Client’s 401(k)/403(b) Plan from Fiduciary Litigation
9. Essential documents of plan governance
10. how to implement best practices with document review and retention.
11. Understanding fiduciary responsibilities.
12. Implement best practices in fulfilling their fiduciary responsibility.

Sr. Specialist - Audit - Employee Benefits Plan/Administration (Skills and Experience)

10 to 15 Months Experience CA Audit
12 Weeks of Training on CA Audit.
Bachelor's/Masters Degree or CA-Semi Qualified, CA, CS, CPA/EA (Completed or Pursuing Atleast 2 Parts Cleared)
3-5 Years Experience Working in Public Accounting (In India).
Lead and manage audits of employee benefit plans, including pension plans, group RRSPs, and other retirement savings programs.
Strong analytical and problem-solving skills.
Excellent communication and interpersonal skills.
Ability to effectively manage multiple priorities and deadlines.
Proficiency in accounting software and Microsoft Excel.
knowledge of relevant legislation, such as the Income Tax Act and pension standards in Canada.
Planning, execution, and completion of audit engagements.
Conduct verification of compliance with relevant legislation, regulations, and plan documents.
Conduct testing of internal controls to ensure the reliability of financial reporting.
Conduct comprehensive data analysis related to contributions, benefit payments, and other plan transactions.
Review audit documentation and workpapers prepared by the audit team.
Interact with clients to understand their business processes and address any inquiries related to the audit.

Team Lead - Internal Auditor / Sox Auditor (Skills and Experience)

2-3 Years of Experience US Audit
12 Weeks of Training on US Audit (Intermediate Level) (View Training Outline)
Bachelor's/Masters Degree or CA-Semi Qualified, CA, CS, CPA/EA (Completed or Pursuing At Least 2 Parts Cleared)
3-5 Years Experience Working in Public Accounting (In India).
MS Office Suite, with strength in MS Excel
Fundamental Understanding Quickbooks and US Accounting.
Fundamental Understanding of Internal Audit and SOX.
40+ hours of Certificate Course/Training on Internal Audit/SOX. (That Includes)(Onboarding Time 3 Weeks Extra)
1. Internal Audit Standards - Managing Internal Audit Work
2. Identifying and Implementing Proper Internal Control
3. Documenting Methods of Internal Control
4. Risk Based Auditing
5. Fraud and Forensics
6. SOX and the Internal Control Framework
7. SOX Identifying and Documenting Controls
8. SOX Testing
9. SOX Preparing for a Top Down Accounting Risk Assessment
10. SOX Overview
11. SOX Identifying and Documenting Controls
12. SOX General Controls, application control, spreadsheet controls
13. SOX Executing A Top Down Accounting Risk Assessment
14. SOX Evolution of Auditing standards
15. SOX difficulty of assessing Material impact and significant deficiency
16. SOX Authoritative Bodies
17. SOX and Information Technology in Today’s Digital World- General Controls Primer
18. SOX And COSO
19. SOX 404
20. Sarbanes Oxley Entity Level and Soft Controls
21. SOX Internal Controls for Accounts Receivable
22. SOX Internal Controls for Accounts Payable
23. SOX Internal Controls for Inventory

Sr. Specialist - Internal Audit/SOX Audit (Skills and Experience)

10 to 15 Months Experience CA Audit and Understanding CA Accounting.
12 Weeks of Training on CA Audit.
Bachelor's/Masters Degree or CA-Semi Qualified, CA, CS, CPA/EA (Completed or Pursuing At Least 2 Parts Cleared)
3-5 Years Experience Working in Public Accounting (In India).
MS Office Suite, with strength in MS Excel
Understand technology controls, testing of controls, and supporting evidence.
Understand technology controls that impact on premises and cloud technology,
Recommend policies, standards, procedures, and controls to assure the confidentiality, integrity, and availability of the information technology environment for on premises as well as cloud hosted IT applications and infrastructure.
audit information technology systems and processes, interpret results, develop and communicate recommendations to management.
Work with the appropriate Information Security, Office of General Counsel, Risk Management, and leadership to determine scope of audits, and assessments as defined by contracts and regulatory requirements.
Develop appropriate information security policies, standards, procedures, checklists, and guidelines using generally recognized security concepts tailored to meet the requirements of the organization
Identify and document specific security issues, propose resolution options, and interpret matters

Sr. Specialist - Internal Audit (Skills and Experience)

2-3 Yrs. UK Audit Experience
Masters or MBA (Finance) or CA-Intermediate (CA Pursuing) or ACCA Pursuing
12 Weeks of Training on UK Audit
3-5 Years’ Experience Working in Public Accounting (In India)
Strong analytical and problem-solving skills.
Excellent communication and interpersonal skills.
Ability to effectively manage multiple priorities and deadlines.
Proficiency in accounting software and Microsoft Excel.
Work with Internal Audit Management to plan, perform, manage, and refine analytical/audit/process reviews
Conduct testing of internal controls to ensure the reliability of financial reporting.
Conduct comprehensive data analysis related to contributions, benefit payments, and other plan transactions.
Execute SOX compliance program and work with individual process owners within the organization
Assist in the development and implementation of effective audit strategies using the COSO and Sarbanes Oxley standards
Review audit documentation and workpapers prepared by the audit team.
Interact with clients to understand their business processes and address any inquiries related to the audit.
Proficiency in Microsoft Office, QuickBooks AuditBoar, SAP, Xero, Workiva and more

Team Lead - Financial Audit (Skills and Experience)

3-4 Yrs. UK Audit Experience
Masters or MBA (Finance) or CA-Intermediate (CA Pursuing) or ACCA Pursuing
12 Weeks of Training on UK Audit
5+ Years’ Experience Working in Public Accounting (In India)
MS Office Suite, with strength in MS Excel
Financial Audit
Preparation of Work Papers
Execution of Audit Procedures
Risk Assessment - Checking and Reviewing Samples
Preparing Reports
Managing and nurturing stakeholder relationships with audited entities
Facilitating the internal operations of running the business e.g. roles relating to finance, technology, quality, people etc
Sound working knowledge of International Standards on Auditing
Project managing the audit delivery, including timelines, team briefings, team supervision, delivery of audit work, and reviews by more senior team members, including Directors and Partners
Sound working knowledge of International Standards on Auditing
Understanding on Writing Audit Reports
Understanding on Reviewing Work Papers & Field Work
Professional qualification from a recognised accountancy body
Working knowledge of IFRS and UK GAAP
Professional qualification from a recognised accountancy body
Preparing Auditing Notes and Disclosures
Understanding of Auditing of Payroll
Onboarding New Clients & Client Review

Sr. Team Lead - Audit (Skills and Experience)

4-5 Yrs. UK Audit Experience
Masters or MBA (Finance) or CA-Intermediate (CA Pursuing) or ACCA Pursuing
12 Weeks of Training on UK Audit
5+ Years’ Experience Working in Public Accounting (In India)
Excellent communication and interpersonal skills.
Proven leadership and project management abilities.
Ability to work collaboratively within a team and independently.
Proficiency in accounting software and Microsoft Office applications.
Lead and manage end-to-end audit engagements, ensuring timely and high-quality delivery.
Supervise and guide audit teams, offering support and feedback to team members.
Build positive client relationships, understand business operations, and address inquiries.
Communicate audit findings and recommendations clearly and professionally.
Apply advanced knowledge of UK accounting standards, regulations, and auditing practices.
Stay current on changes in accounting standards and their impact on audit procedures.
Conduct risk assessments, identify control weaknesses, and develop risk mitigation strategies.
Provide insights and recommendations for enhancing internal controls.
Analyze financial statements, identify trends, and assess the overall financial health of client organizations.
Assist in preparing financial statement disclosures.

Consultant - Reviewer & Compilations (Skills and Experience)

12 Weeks of Training on US Audit (View Training Outline)
Bachelor's Degree or CA-Semi Qualified or CPA/EA (Pursuing)
1-3 Years of Experience in Public Accounting. (In India)
MS Office Suite, with strength in MS Excel
Fundamental Understanding Quickbooks and US Accounting/Auditing.
Fundamental Understanding of Reviews and Compilation Engagement.
20+ hours of Certificate Course/Training on Reviews and Compilations. (That Includes) (Onboarding Time 2 Weeks Extra)
1. Understanding the differences between a preparation, a compilation, and a review engagement,
2. Recognize the applicability of Statements on Standards for Accounting and Review Services (SSARS) to various types of professional services,
3. Objectives and procedures between compilation and review engagements,
4. Identify the objective and requirements of an engagement to prepare financial statements, and
5. Recognize departures from GAAP and/or omitted disclosures.
6. Planning and Administration of the Engagement.
7. Knowledge and Understanding of the Entity's Financial Reporting Framework.
8. Communication between Predecessor and Successor Accountant
9. Engagement Letters
10. Elements of a Review report.
11. Various reporting possibilities for review engagements.
12. Reporting Variations

Consultant - Reviews & Compilations (Skills and Experience)

12 Weeks of Training on CA Audit.
Bachelor's Degree or CA-Semi Qualified or CPA/EA (Pursuing)
1-3 Years of Experience in Public Accounting. (In India)
MS Office Suite, with strength in MS Excel
Fundamental Understanding Quickbooks and CA Accounting/Auditing.
Fundamental Understanding of Reviews and Compilation Engagement.
20+ hours of Certificate Course/Training on Reviews and Compilations. (That Includes) (Onboarding Time 2 Weeks Extra)
1. Understanding the differences between a preparation, a compilation, and a review engagement,
2. Recognize the applicability of CAS) Canadian Auditing Standards and CSRE Canadian standards of Review Engagements
3. to various types of professional services,
4. Objectives and procedures between compilation and review engagements,
5. Identify the objective and requirements of an engagement to prepare financial statements, and
6. Recognize departures from GAAP and/or omitted disclosures.
7. Planning and Administration of the Engagement.
8. Knowledge and Understanding of the Entity's Financial Reporting Framework.
9. Communication between Predecessor and Successor Accountant
10. Engagement Letters
11. Elements of a Review report.
12. Various reporting possibilities for review engagements.
13. Reporting Variations

Associate - Reviews and Compilation (Skills and Experience)

12 Weeks of Training on UK Audit
Bachelor's Degree (Finance) or CA-Semi Qualified
2+ Years of Experience in Public Accounting. (In India)
MS Office Suite, with strength in MS Excel
Fundamental Understanding Quickbooks and UK Accounting/Auditing.
Fundamental Understanding of Reviews and Compilation Engagement.
20+ hours of Certificate Course/Training on Reviews and Compilations. (That Includes)
1. Understanding the differences between a preparation, a compilation, and a review engagement,
2. Recognize the applicability of Statements on Standards for Accounting and Review Services (SSARS) to various types of professional services,
3. Objectives and procedures between compilation and review engagements,
4. Identify the objective and requirements of an engagement to prepare financial statements, and
5. Recognize departures from GAAP and/or omitted disclosures.
6. Planning and Administration of the Engagement.
7. Knowledge and Understanding of the Entity's Financial Reporting Framework.
8. Communication between Predecessor and Successor Accountant
9. Engagement Letters
10. Elements of a Review report.
11. Various reporting possibilities for review engagements.
12. Reporting Variations

Sr. Consultant - Management Accountant (Skills and Experience)

12 Weeks of Training on US Accounting (View Training Outline)
Master's Degree or CA,CS, or CPA/EA (Pursuing At least 1 or 2 Parts Cleared)
1-3 Years of Experience in Public Accounting. (In India)
Analyze client financial data, including income statements, balance sheets, and cash flow statements
Preparing monthly management accounts and other financial reports such as budgets.
Prepare comparative financials and communicate with decision makers of respective departments
Collaborate with clients to create budgets and financial forecasts.
Overseeing other aspects of financial operations such as bookkeeping and payroll
Collaborate with colleagues within the CPA firm, including partners, associates, and other professionals, to deliver comprehensive services to clients.
Prepare financial statements and documentation for audits.
Presenting reports to senior management to aid with business decision making
Developing and overseeing financial systems and procedures and identifying opportunities to improve these.
Overseeing accounting technicians and support with generic accountancy tasks
MS Office Suite, with strength in MS Excel

Sr. Consultant - Management Accountant (Skills and Experience)

12 Weeks of Training on CA Accounting (View Training Outline)
Master's Degree or CA,CS, or CPA/EA (Pursuing At least 1 or 2 Parts Cleared)
1-3 Years of Experience in Public Accounting. (In India)
Analyze client financial data, including income statements, balance sheets, and cash flow statements
Preparing monthly management accounts and other financial reports such as budgets.
Prepare comparative financials and communicate with decision makers of respective departments
Collaborate with clients to create budgets and financial forecasts.
overseeing other aspects of financial operations such as bookkeeping and payroll
Collaborate with colleagues within the CA firm, including partners, associates, and other professionals, to deliver comprehensive services to clients.
Prepare financial statements and documentation for audits.
Presenting reports to senior management to aid with business decision making
Developing and overseeing financial systems and procedures and identifying opportunities to improve these.
Overseeing accounting technicians and support with generic accountancy tasks
MS Office Suite, with strength in MS Excel

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