Prepare and file income tax, excise and premium tax, and statutory reports for client programs.
January 11, 2023
Act as a resource for other team members.
March 04, 2023
Contributes ideas and skills to team.
March 18, 2023
Review and analysis of balance sheet and income statement accounts.
March 26, 2023
Assist in the processing of accounting entries in the general ledger, including coordination with investment manager for investment-related accounts as well as maintenance of fees and expenses.
March 30, 2023
Compile and analyze financial statements for client programs.
April 04, 2023
Adhere to all Company and department policies and procedures.
April 15, 2023
Support preparation of Statutory financial statements and supporting schedules according to the quarterly and annual schedule.
May 01, 2023
Sets self-improvement goals linked to the organizational goals.
May 03, 2023
Supervise a Junior/Staff Accountant.
May 17, 2023