Account Associate

Company Description

Goalseek Shared Services is committed to delivering exceptional value-for-money services to clients with unmatched quality. Our approach focuses on building long-term relationships by fostering a deep understanding of our clients' businesses, industries, and financial objectives. We prioritize the growth of our team to ensure consistent, knowledgeable support for our clients. At Goalseek, we strive to be the company of choice for clients, employees, and the broader business community by fostering professional development and collaboration.

About the Role

We are looking for a proactive and detail-oriented AccountAssociate to support end-to-end client servicing for our US-based clients. This is a dynamic role requiring hands-on involvement across accounting, taxation, compliance, and client communication.

If you’re someone who enjoys working across multiple areas rather than being siloed into one function, this role is for you.

Key Responsibilities

Accounting & Bookkeeping

• Maintain accurate books of accounts using accounting software (QuickBooks, etc.)
• Perform bank, credit card, and balance sheet reconciliations
• Review financial data and identify discrepancies

US Taxation

• Assist in preparation of US tax returns (Forms 1040, 1120, 1120S, 1065)
• Support tax planning and basic advisory work
• Handle amendments and review supporting documents

Payroll & Compliance

• Process payroll and ensure compliance with federal and state regulations
• Assist in filing payroll tax returns and related forms

Business Incorporation & Compliance

• Support company formation (LLC, C-Corp, S-Corp)
• Assist in drafting basic documents (operating agreements, etc.)
• Track ongoing compliance requirements

Notice Management

• Handle IRS and state notices
• Draft responses and coordinate with seniors for resolution

Client Interaction

• Participate in client calls and handle day-to-day communication
• Gather information and explain basic compliance requirements

Sales & Business Development Support

• Join discovery/sales calls with potential clients
• Assist in explaining services and onboarding new clients

Requirements

• CPA (US) or pursuing CPA
• Strong understanding of US accounting and tax concepts
• 1–3 years of relevant experience (preferred)
• Familiarity with US compliance (IRS procedures, filings, etc.)
• Experience with accounting tools like QuickBooks, Xero, or similar
• Good communication skills (written & verbal)

What We’re Looking For

• Someone who can take ownership and not just follow instructions
• A problem-solver who can think beyond routine tasks
• Comfortable working in a fast-paced, multi-client environment
• Willingness to learn across domains (tax, accounting, compliance, advisory)