Jambrina CPA, Accounting and Tax Advisors

General

• Oversee complex tax preparation and planning
• Ensure compliance with federal, state, and international tax regulations
• Provide strategic insights for a wide range of clients
• Prepare and review individual and business federal tax returns (1120, 1120S, 1065)
• Prepare and review adjusting journal entries and calculated-to-tax differences for business returns
• Prepare and review reconciles tax depreciation, gain & loss calculations, and asset roll forwards
• Review U.S. international tax calculations and workpapers, including forms 5471, 5472, 8858, 8804, and 1042
• Prepare Texas Franchise Tax reports and state income tax returns
• Manage extensions and quarterly estimated federal and state tax payments
• Conduct tax research using available tools and software
• Develop and maintain strong client relationships through exceptional service
• Respond to notices from tax authorities and tax audits

Accounts Receivable

• Interact with clients and gather supporting data to ensure invoice accuracy
• Process high volume of billing per month
• Responsible for collection effort and meeting monthly goals
• Contacting clients by phone to secure payment and making follow-up calls
• Provide input to policies, systems, methods, and procedures for effective management and control of billing functions
• Ensure all clients remain informed of their outstanding debt and deadlines
• Educate clients regarding invoice receipts, account statements, and remittance options through the use of online portal
• Perform basic accounting such as reconciliation and adjustment pertaining to billing role
• Ensure quality assurance through billing audits and analytics
• Perform any other requested task as needed

Billing, AR Specialist

Accounting Manager

• Compile and organize data provided by clients, such as invoices, receipts, bank statements.
• Record financial transactions in the accounting software.
• Evaluate and analyze financial and operating reports and data.
• Reconcile bank statements and implement actions to resolve discrepancies.
• Update, verify and maintain accounting journals and ledgers and other financial records.
• Coordinate with the Tax Department and other business lines as necessary.
• Comply with US GAAP and ethics.
• Special projects and process improvement initiatives.
• Maintain the chart of accounts.
• Maintain an orderly accounting filing system.
• Record business transactions and key daily worksheets to the general ledger system.
• Ensure all the service tickets show the real and correct status.
• Perform accounting functions to support supervisors.
• Submit accurate Timesheet weekly.
• Use and maintain updated records of the tasks at the corresponding technological solutions used (Canopy or any other according to IT instructions).
• Other related duties as assigned.
• Lead a Team of Junior Accountants when assigned; being responsible for their performance and development.

CPA

Billing, AR Specialist

Senior Accounting Associate