• Review reconciliations prepared by other team members, ensuring completeness and accuracy across the trial balance, ensuring delivery of accurate financial statements
• To ensure accounting files are maintained and accurate for the clients and internal use
• Ensure we maintain open and responsible communication with the client.
• Help onboard clients onto QuickBooks On-line (setup the account/email and connect banking)
• Work with the bookkeeping team to make sure they are keeping on target in terms of time per file with minimal error
• Work on processes with the bookkeeping team and training them to make sure they understand how to do the work
• Experience working at a bookkeeping or accounting firm is desired

Company DescriptionPharma and Dental Tax Accounting Inc: Since 2019, we have been focused in working with dentists and pharmacists to help save them tax, time and grow their wealth. We focus on tax planning, accounting, bookkeeping, restructuring and M&A. The company continues to grow where we have over 100+ clients and need more assistance in providing the best service possible.Company DescriptionPharma and Dental Tax Accounting Inc: Since 2019, we have been focused in working with dentists and pharmacists to help save them tax, time and grow their wealth. We focus on tax planning, accounting, bookkeeping, restructuring and M&A. The company continues to grow where we have over 100+ clients and need more assistance in providing the best service possible.