Provide guidance and support to staff members involved in accounting and bookkeeping tasks.Coordinate with clients to set up and customize QuickBooks according to their specific needs and industry requirements.A high level of experience with Microsoft Office , Shared Drives, and other soft tool packages.Oversee and manage financial data entry, reconciliation, and reporting in QuickBooks for multiple clients.Provide comprehensive accounting and financial advisory services to clients, leveraging QuickBooks expertise.Prepare and analyze financial statements, and other financial reports.Demonstrate initiative, vision, creativity, and independent thinkingIdentify and resolve potential and / or existing problems with appropriate research and consulting the US engagement team, if necessary.Will act as a liaison between US offices and the India teamManage multiple clients / projects at any given timeWork closely with management and alert them of any issues, constraints, challenges, etc. that may arise during workWilling to travel overseas to cater to the business needs of the companyRequirements
- Manage the smooth onboarding for our newly hired clients.
- Handling client escalations and supporting the team with verbal and written client communications.
- Minimum 4-6 years of relevant experience in Client handling
- Ability to manage and prioritize multiple tasks
- To create a positive work atmosphere, provide team members with training and coaching.
- Manage and supervise human availability by day-to-day operations demands.
- Hold one-on-one meetings with each team member once a month to discuss their workflow.
- Attending client and management meetings
- Excellent written and oral communication skills
Software : QuickBooks
Job Location : Coimbatore
Job Type : Full-time (Night Shifts Only)
Education : Bachelor's (Preferred)
Ready to Advance Your Career?If you’re a proactive accountant with QuickBooks mastery and a passion for client success, we want to hear from you.