Accountant/Bookkeeper
About the Role:
The Accountant/Bookkeeper plays a crucial role in maintaining the financial health of our wealth management clients by ensuring accurate financial reporting and compliance with regulatory requirements. This position is responsible for managing day-to-day financial transactions, including accounts payable and receivable, payroll, and bank reconciliations. The successful candidate will prepare and file tax returns, ensuring that all financial practices align with current laws and regulations. Additionally, this role involves analyzing financial data to provide insights that support strategic decision-making. Ultimately, the Accountant/Bookkeeper will contribute to the overall efficiency and effectiveness of our financial operations, enabling the organization to achieve its financial goals.
Minimum Qualifications:
• Bachelor's degree in Accounting, Finance, or a related field.
• Proven experience as an accountant or bookkeeper, with a strong understanding of accounting principles.
Preferred Qualifications:
• Certification as a CPA or CMA or EA.
• Experience with financial analysis and reporting.
Responsibilities:
• Manage and maintain accurate financial records using QuickBooks and other accounting software.
• Process accounts payable and receivable, ensuring timely payments and collections.
• Perform bank reconciliations to ensure accuracy of financial statements.
• Prepare and file tax returns in compliance with federal and state regulations.
• Assist in payroll processing and ensure compliance with payroll tax regulations.
Skills:
The required skills, such as proficiency in QuickBooks, are essential for managing financial records and ensuring accuracy in bookkeeping tasks. Knowledge of accounts payable and receivable processes allows the candidate to efficiently handle transactions and maintain cash flow. Skills in bank reconciliation are critical for identifying discrepancies and ensuring that financial statements reflect the true financial position of the organization. Experience with tax returns is necessary for compliance and to avoid potential penalties, while payroll tax knowledge ensures that employee compensation is handled correctly. Preferred skills, such as financial analysis, will enable the candidate to provide valuable insights that can drive strategic business decisions.
Apply Now
Apply Now
The Accountant/Bookkeeper plays a crucial role in maintaining the financial health of our wealth management clients by ensuring accurate financial reporting and compliance with regulatory requirements. This position is responsible for managing day-to-day financial transactions, including accounts payable and receivable, payroll, and bank reconciliations. The successful candidate will prepare and file tax returns, ensuring that all financial practices align with current laws and regulations. Additionally, this role involves analyzing financial data to provide insights that support strategic decision-making. Ultimately, the Accountant/Bookkeeper will contribute to the overall efficiency and effectiveness of our financial operations, enabling the organization to achieve its financial goals.
Minimum Qualifications:
• Bachelor's degree in Accounting, Finance, or a related field.
• Proven experience as an accountant or bookkeeper, with a strong understanding of accounting principles.
Preferred Qualifications:
• Certification as a CPA or CMA or EA.
• Experience with financial analysis and reporting.
Responsibilities:
• Manage and maintain accurate financial records using QuickBooks and other accounting software.
• Process accounts payable and receivable, ensuring timely payments and collections.
• Perform bank reconciliations to ensure accuracy of financial statements.
• Prepare and file tax returns in compliance with federal and state regulations.
• Assist in payroll processing and ensure compliance with payroll tax regulations.
Skills:
The required skills, such as proficiency in QuickBooks, are essential for managing financial records and ensuring accuracy in bookkeeping tasks. Knowledge of accounts payable and receivable processes allows the candidate to efficiently handle transactions and maintain cash flow. Skills in bank reconciliation are critical for identifying discrepancies and ensuring that financial statements reflect the true financial position of the organization. Experience with tax returns is necessary for compliance and to avoid potential penalties, while payroll tax knowledge ensures that employee compensation is handled correctly. Preferred skills, such as financial analysis, will enable the candidate to provide valuable insights that can drive strategic business decisions.
Apply Now
Apply Now