Internship - Accounts

Key Responsibilities: 1. Monitor Financial Transactions: o Track and monitor any discrepancies in payments and charges on credit cards. o Record any returns or refunds accurately and in a timely manner. 2. Organize and Maintain Financial Records: o Develop and manage a filing system that is easily accessible and efficient. o Ensure all documents are organized and stored in compliance with company policies and regulations. 3. Payment Tracking and Follow-up: o Track all payments made for tax preparation and follow up on returns. o Maintain up-to-date records of all payments and refunds to facilitate tax preparation and reporting. 4. Client Liaison: o Communicate effectively with clients regarding payment collections and discrepancies. o Provide clients with financial statements and resolve any queries or issues promptly. 5. Financial Statement Management: o Ensure that all clients receive their financial statements on time. o Verify the accuracy of financial statements, ensuring that all figures are correct before finalization. o Assist in preparing Excel summaries for financial statements, including data analysis and reporting.