Tax / Accounting Associate

Creative Zone

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Core Responsibilities:

Operations

Client Interaction and Account Management:

Interact proactively with clients to address their inquiries, concerns, and issues.
Maintain meticulous records of client accounts, ensuring accuracy and compliance.

Compliance and Regulatory Expertise:

Stay current with tax laws and regulations, providing clients with up-to-date guidance and advice.
Assist clients in understanding and meeting tax and compliance requirements, minimizing the risk of penalties.

Bookkeeping and Financial Management:

Proficiently manage bookkeeping tasks, including Payables and Receivables Management.
Oversee the maintenance of Petty Cash and coordinate with banks for daily deposits.

Taxation Expertise:

Calculate taxes owed by meticulously following tax codes and regulations.

Prepare a wide range of tax returns, from simple to complex, for both individuals and small businesses.
Strategically help clients leverage federal, state, and local tax codes to maximize their eligible benefits.
Identify potential deductions, tax credits, and advise clients on minimizing tax liabilities.
Oversee the registration requirements and thresholds for VAT and CT.

Financial Analysis and Record Review:

Review and analyze financial records, including income statements and expenditure documentation.
Conduct in-depth interviews with clients to gain a comprehensive understanding of their financial situations.

Accuracy and Compliance Assurance:

Verify the accuracy of past tax returns and ensure records are reconciled at all times.
Refer to tax law handbooks for complex tax returns, ensuring compliance.
Advise the clients regarding any relevant laws related to VAT, CT, AML, ESR UBO etc

Client Relationship Management:

Address and resolve customer complaints promptly and professionally.
Recommend additional financial products and services that align with clients' needs.

Electronic Tax Filing:

Tracker Management, Reporting and Updating:

Regularly update financial trackers and databases to reflect the most current information.
Ensure that tracking systems are accurate, well-organized, and accessible for reference and analysis.
Prepare weekly/monthly summary reports to present to the management.

Perform other responsibilities and tasks as directed by the manager to meet department/ division objectives.