Responsibilities

Tasks

• Identify clients' financial goals and objectives
• Manage balance sheets and profit/loss statements
• Plan, set up and administer accounting systems
• Supervise staff
• Train staff
• Analyze clients' financial records
• Arrange training for staff
• Ensure accuracy and compliance to accounting standards, procedures and internal control
• Prepare financial information for individuals, departments or companies
• Develop financial plans for clients
• Make recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planning
• Prepare financial statements and reports
• Prepare income tax returns from accounting records
• Analyze financial documents and reports
• Examine accounting records
• Provide financial, business and tax advice
• Keep financial records and establish, maintain and balance various accounts using manual and computerized bookkeeping systems
• Oversee payroll administration