Jambrina CPA, Accounting and Tax Advisors

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.

Senior Accounting Associate

• Prepare individual and business (1120, 1120s, 1065) federal tax returns in a wide variety of industries.
• Prepare the necessary adjusting journal entries and book-to-tax differences for business returns.
• Prepare and reconcile tax depreciation calculations, gain & loss calculations with asset roll forwards.
• Prepare and assist with US international tax calculations and workpapers including 5471s, 5472, 8858s, 8804 , 1042s etc.
• Prepare Texas Franchise Tax reports and state income tax returns.
• Prepare and assist with extensions and quarterly estimated federal and state tax payments.
• Participate in tax research projects by utilizing available tools and software.
• Develop and sustain strong relationships with clients through a commitment to outstanding customer service.
• Respond to notices from tax authorities and tax audits.
• Assist with various special projects or tasks as assigned.

Senior Tax Associate

IT Support

• Monitor IT support tickets with external vendors and ensure clear, effective communication and handoffs between regional and global IT support teams
• Assist with software integrations to ensure smooth deployment across systems
• Manage and troubleshoot issues related to Office productivity tools (Word, Excel, PowerPoint, Outlook)
• Support cloud-based environments, particularly AWS services (EC2, S3, IAM, etc.)
• Collaborate with the Sales Manager to align technical support with business objectives
• Document technical procedures, solutions, and user guides
• Contribute to projects involving AI tools and basic programming tasks
• Maintain a high level of customer service and communication with internal teams
• Assist in delivering basic cybersecurity training to new and existing employees
• Help ensure company data is stored and organized according to established naming and security standards
• Provide basic support for AI-based tools and platforms used by the business
• Assist IT and development teams in: Testing AI-enabled features, Supporting automation tools and workflows, Monitoring system behavior and performance, Help users understand and adopt new AI-driven solutions, Help document workflows, system changes, and technical procedures

Billing, AR Specialist

Senior Accounting Associate

Senior Tax Associate

Junior IT Help Desk Technician