Job Description

Responsibilities

  • Updating Monthly/Quarterly accounting and VAT compliance tracker
  • Updating CT Implementation Tracker
  • Updating Annual Accounting tracker
  • Updating AA+CT+Audit execution tracker
  • Updating MHQ-Rethink upsell tracker
  • Updating Monthly/Quarterly/Annual Accounting client's CTR upsell tracker
  • Liaise with finance team and tax team to update and assign clients for different services.
  • Update the finance team leads on a weekly basis
  • Track finance teams emails to let the RM follow up with the clients in relation to proposals sent out to clients.
  • Assist with the financial model and make minor adjustments as per the comments of the manager.
  • Following up with theCRM team for proposals, engagement letters, and addendums.
  • Assisting with the onboarding process for clients who have executed engagement letters.
  • Assisting the finance teams with retrievin...

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