Manay CPA Accounting & Tax Services

• Lead audit engagements from risk assessment and planning through fieldwork, completion, and reporting.
• Support onboarding for new audit clients, including audit workflow and documentation setup.
• Review junior staff workpapers and audit documentation; provide technical guidance, feedback, and mentorship.
• Perform and evaluate substantive testing and analytical procedures.
• Use Thomson Reuters Engagement to manage audit workpapers, reporting, and compliance tasks.
• Prepare and review audit schedules, management letters, reconciliations, and other audit documentation.
• Analyze financial data to identify trends, anomalies, and audit risks.
• Prepare and review federal and state tax returns for individuals and businesses using UltraTax, including multi-state returns.
• Respond to client inquiries and tax-authority notices; support IRS, state, and local examinations.
• Support bookkeeping and financial reporting using QuickBooks.
• Research auditing, accounting, and tax issues and monitor regulatory changes.
• Assist with U.S. federal and state compliance, year-end reporting, and filing support.
• Work across audit, tax, and accounting engagements throughout the year.
• Collaborate with accounting, advisory, payroll, and operations teams as needed.
• Improve audit and tax workflows and contribute to special projects.

Senior Audit & Tax Associate

• Support onboarding for new audit clients and establish audit workflows and documentation
• Participate in audit engagement tasks including risk assessment, planning, fieldwork, workpaper preparation, and audit program completion
• Use Thomson Reuters Engagement for audit workpapers, reporting, and compliance tasks
• Prepare audit schedules, reconciliations, and audit documentation
• Perform substantive testing and analytical procedures on financial statements
• Analyze financial data to identify trends, anomalies, and risk areas
• Prepare federal and state tax returns using UltraTax, particularly outside peak audit season
• Support bookkeeping and financial reporting using QuickBooks
• Assist with U.S. federal and state compliance, year-end reporting, and filing support
• Research auditing, accounting, and tax questions
• Work across audit, tax, and accounting engagements throughout the year, with audit as the primary focus
• Collaborate with accounting, advisory, payroll, and operations teams
• Contribute to special projects and financial report preparation

Audit & Tax Associate

Executive Assistant

• Manage complex executive calendars, appointments, meetings, and scheduling priorities
• Coordinate domestic and international travel, accommodations, itineraries, and logistics
• Prepare meeting agendas, presentations, reports, and executive correspondence
• Organize meeting materials, track action items, and follow up on deliverables
• Serve as a communication link between executives, clients, and internal stakeholders
• Manage executive email communications, LinkedIn accounts, and professional correspondence
• Maintain accurate records, contact databases, and CRM information
• Coordinate special projects, leadership initiatives, and administrative processes
• Prepare expense reports, documentation, and confidential executive materials
• Support executives with personal administrative matters and day-to-day priorities

Accounting Manager

• Support onboarding of new clients and set up accounting systems
• Manage day-to-day bookkeeping, including accounts payable and receivable, monthly closings, and financial reports and analysis
• Use company software for accounting, reporting, and tax-related tasks
• Prepare payroll, sales tax returns, depreciation schedules, and other accounting documents
• Assist with audits and reconciliations
• Analyze financial data to forecast revenue and evaluate profit margins
• Prepare and file U.S. corporate and individual income tax returns, including 1099s and year-end filings
• Research complex tax and accounting issues and provide practical solutions
• Contribute to special projects and financial report preparation

Accounting Associate

• Support the client onboarding process for assigned client engagements
• Assist with accounts payable and accounts receivable management
• Prepare bookkeeping entries, monthly close activities, financial reporting, and analysis
• Support payroll and special projects as assigned
• Prepare depreciation schedules, sales journals, and sales tax returns
• Review and reconcile payroll records and employment tax returns
• Support regular and detailed audits
• Assist with revenue forecasting and profit margin analysis
• Support general ledger reconciliation and manage accounts payable and receivable
• Assist in preparing and filing corporate and individual income tax returns, including annual 1099s
• Research complex tax issues and identify appropriate solutions
• Assist with research projects and preparation of financial reports

Junior Accounting Associate

• Lead onboarding for new clients, design accounting system setup, and ensure smooth transitions
• Own day-to-day bookkeeping, including accounts payable and receivable, monthly closings, and financial reports and analysis
• Review and guide junior staff's work as needed
• Use company software for accounting, reporting, and tax-related tasks
• Prepare and review payroll, sales tax returns, depreciation schedules, and other accounting documents
• Lead audit preparation and manage end-to-end reconciliation
• Analyze financial data to forecast revenue, evaluate profit margins, and provide insights
• Prepare and file U.S. corporate and individual income tax returns, including 1099s and year-end filings
• Research complex tax and accounting issues and provide practical solutions
• Identify opportunities to improve clients' accounting, tax, and financial processes
• Participate in company-wide improvement initiatives
• Lead special projects and financial report preparation
• Mentor junior team members

Senior Accounting Associate

Associate

• Support the onboarding process for new clients, ensuring a smooth transition and clear setup of accounting systems
• Manage day-to-day bookkeeping tasks, including accounts payable and receivable, monthly closings, and preparation of financial reports and analysis
• Use company software to complete accounting, reporting, and tax-related tasks with accuracy and efficiency
• Prepare payroll, sales tax returns, depreciation schedules, and other accounting documents in line with professional standards
• Assist with audits and reconciliations to ensure financial accuracy and compliance
• Analyze financial data to forecast revenue and evaluate profit margins
• Prepare and file U.S. corporate and individual income tax returns, including 1099s and year-end filings
• Research complex tax and accounting issues to provide practical solutions
• Contribute to special projects and financial report preparation as needed

Associate, CPA/SMMM

• Support client onboarding for assigned client engagements
• Engage in client acquisition and retention initiatives
• Organize and update digital and physical financial records
• Manage accounts payable and accounts receivable processes, bookkeeping entries, monthly book closing, financial reporting and analysis, payroll, and special projects
• Prepare depreciation schedules, sales journals, sales tax returns, and reconcile payroll records and employment tax returns
• Collaborate with the manager and Associates to provide timely accounting support and meet deadlines
• Prepare and file corporate and individual income tax returns
• Maintain client inventory records, monthly balance sheet reconciliations, internal management reports, and ad hoc reports
• Prepare year-end audit schedules and support audits
• Document, design, and test financial statement and financial performance processes
• Assist with systems and spreadsheet automation for accounting functions
• Perform other related duties within the scope of the position

Accounting Associate, Turkish Speaking

Sales

• Research target industries and identify potential leads
• Initiate contact through phone, email, and digital communication to introduce Manay CPA’s services
• Follow up with prospects and maintain communication through the sales pipeline
• Assist with pipeline management, partnership outreach, and business development projects
• Record outreach activities, client interactions, and updates in the CRM system
• Assist in preparing proposals, presentations, and service summaries
• Collaborate with Marketing and Client Service teams on campaigns, events, and client engagement initiatives
• Gather and analyze market, industry, competitor, and client-needs data
• Support client meetings, networking events, and virtual sessions
• Prepare weekly and monthly reports on outreach metrics, conversion rates, and sales-goal progress
• Participate in projects improving sales processes, communication strategies, and client engagement