Staff Accountant

Job Overview:
We are seeking a detail-oriented and experienced Staff Accountant to join our team. As a Staff Accountant, you will be responsible for assisting with various accounting tasks and ensuring the accuracy of financial records. This is a great opportunity for someone with a strong background in accounting and a desire to work in a collaborative and dynamic environment.

Specific responsibilities include, but will not be limited to:

• Manage accounts payable/reimbursements.
• Manage accounts payable to properly plan cash flow so expenses are paid promptly. Maintain accurate files of invoices or other source documents
• Manage master vendor spreadsheet including cadence of billing and length of contract(s)
• Serve as primary liaison between the home office centralized bookkeepers and the local office
• Ensure commissions are processed for financial representative commissions
• Recover all financial representative debt on a timely basis
• Manage 1099 processing and tax filings in collaboration with CPAs, CFO, and home office
• Record semi-monthly financial advisor, managing director charges into commission template for processing
• Review bank reconciliations on a semi-monthly basis and advise on corrections to be paid
• Manage monthly credit card allocations and ensure expenses are booked to the correct accounts
• Monitor financial representative indebtedness and process collection procedures as necessary
• Run semi-monthly employee payroll, 401k contributions, and make any adjustments to benefit enrollments
• Serve as a resource for commission statements and payroll to financial advisors and/or employees

Qualifications:

• Minimum of two years’ experience in accounting, including financial statement preparation, general ledger maintenance, annual tax filings, payroll, and benefits administration.
• Bachelor's degree in accounting
• Proficiency in the use of Microsoft excel and other suites
• Takes initiative and ability to think critically

Job Type: Full-time

Pay: $65,000.00 - $73,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Life insurance
• On-site gym
• Paid time off
• Vision insurance

Experience level:

• 2 years

Schedule:

• 8 hour shift
• Monday to Friday

Ability to Relocate:

• Washington, DC: Relocate before starting work (Required)

Work Location: In person