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Form of workJob Description
Summary:
We are looking for a qualified Staff Accountant to join our team. We offer competitive pay and benefits, in addition to a supportive and dynamic work environment. The ideal candidate will be proficient in recording and analyzing financial data, with a desire to grow within our company. They should be willing to work as part of a team dedicated to assisting our brokers and management with data they can use to foster our business.
Objectives of this role:
- Work with Controller to understand and master our financial software.
- Independently handle day-to-day business transactions and prepare reports according to published schedule.
- Desire to expand role, learning and assisting Controller in other aspects of the business.
- Continue to grow in knowledge and aspire to obtain CPA certification.
- Become proficient in aspects of tax planning.
Responsibilities:
- Daily financial revenue transaction download and import to software.
- Daily bank and credit card downloads, assigning accounts to each transaction.
- Periodic fulfillment of sales orders relating to consulting business.
- Assist in monthly and annual financial closes, including reconciliations and accruals.
- Prepare financial reports as requested by collecting, analyzing and summarizing information.
- Work with brokers and other staff to ensure financial systems are properly and efficiently capturing data and providing support to the staff.
- Track and manage fixed assets.
Requirements
Required skills:
- Bachelor’s degree in accounting.
- 5 years experience in public or private accounting.
- Desire to obtain a CPA license.
- Desire to continue professional growth in all areas of accounting, including taxation.
- Ability to work as part of a team, multitasking and prioritizing duties assigned.
- Ability to maintain confidentiality of information pertaining to the business and partners.
- Knowledge of GAAP
- Ability to work independently, efficiently and committed to excellence.
Benefits
- Health insurance plan with employer covering 50% cost, 401k with employer match 4%, discretionary bonuses
