Current Openings

Department: Client Accounting Services
Job Type: Full - Time

Essential Duties & Responsibilities:

50% -

• Preparing payments and recording manual transactions
• Electronic import and export of client data
• Preparing sales tax returns, reconciling cash and preparing bank reconciliations
• Entering of bills
• Payroll
• Assisting clients with QuickBooks needs

25% -

• Building relationships within the firm
• Becoming familiar with and supporting firm processes and procedures

25% -

• Participating in applicable internal continuing education programs
• Assisting in administrative functions and completing other duties as assigned

Qualifications:

Education – Associate’s degree in Accounting or diploma in Accounting is preferred
Knowledge – Basic accounting and bookkeeping skills, QuickBooks knowledge and familiarity
Skills – Judgment, accountability, planning, goal setting/accomplishment, excellent people skills to interact with clients and firm members, outstanding communication skills, initiative, positive attitude, team oriented, efficient, and proficient in Word, Excel and online research
Experience – Prior work experience is preferred
Exams – In pursuit of QuickBooks ProAdvisor

Travel: Very little, if any, out of town travel

This job description does not list all of the duties of the job. You may be asked by your Advisor and/or other members of the firm to perform other instructions and duties as well. You will be evaluated in part based upon your performance of the tasks listed in this job description.