Bookkeeping and Accounting Specialist - RIA Firm - Waukesha WI
Bookkeeping and Accounting Specialist - RIA Firm - Waukesha WI
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$ 50000 - 65000
1 Vacancy
Job Description
Our expectations are high the compensation package is generous our culture is a top priority and we take care of our employees and customers. You will have ample support coaching and time to understand and master the various deliverables required.
The ideal candidate is happy where he/she is currently employed but is interested in a more selfdirected work environment and responsibility. We would like to hire someone who is interested in a career not a job who wants to do the work and be recognized for a job well done. Flexibility and autonomy will require you to be very organized detailoriented and efficient with a commitment to accuracy.
Minimum Requirements:
- This is a fully onsite position in Waukesha WI. Please only apply if you live near the Waukesha area or are willing to commute to Waukesha.
- Bachelors degree in accounting or equivalent practical experience for a minimum of two years.
- Indepth understanding of accounting principles and best practices with proven knowledge of accounts payable and receivable processes. Demonstrate sound judgment and adherence to accounting best practices.
- Highly proficient in using accounting software showcasing a high level of accuracy and organizational skills.
- Experience using Google Suite of products
- Experience using QuickBooks software
This position requires that you possess the following skills:
- Excellent communication skills both written and verbal. Exhibit a high level of confidentiality in handling sensitive financial information.
- Ability to thrive in a fastpaced environment with the ability to manage multiple interruptions and showcasing the ability to identify and correct numerical errors.
- Time management and prioritization skills to meet deadlines with minimal supervision.
- Demonstrate a commitment to continuous learning staying abreast of industry updates and retaining knowledge.
- Teamoriented mentality with a proactive willingness to assist in various tasks.
- Consistent followthrough
Responsibilities
- Accounts Payable & Receivable proficiency execute daytoday accounts payable processes including cash management vendor bill payments and credit card receipt processing. On the receivables side handle contract reviews monthly invoicing and customer record maintenance.
- Documentation & Compliance obtain crucial paperwork from vendors such as W9 information to facilitate smooth accounting operations. Ensure compliance with industry regulations.
- Assist with monthend closing processes from bank reconciliations to general ledger auditing. Your attention to detail ensures assistance with accurate financial reporting.
- Payroll processing commission management and benefit administration
- Handling administrative duties like scanning invoices and maintaining an efficient electronic filing system.
- Innovation and process improvement identifying opportunities for centralization elimination or automation of activities. Implement innovative solutions to enhance financial processes.
- $50000 $65000
We are looking for A players who want to learn and become part of a fastpaced growing firm.If you feel that you have the skills it takes for the position responsibilities listed please apply today!
Money for Nothing
Start with three weeks paid timeoff each year and earn more.
Additional Days Off
When we meet our goals we prefer to give employees extra days off.
Retirement
We offer Traditional and Roth 401(k)s with a company contribution of 3 regardless of team member can also assist with funding a Traditional IRA or Roth IRA. We know a lot about money its what we do!
Lets Stay Healthy
Group health insurance plan with a great provider network it is the same health insurance that Tony has for himself! We offer health dental vision and life insurance.
Hungry
Free Lunches provided for weekly team building
Free coffee tea sodas water and hot cocoa all onsite
Want To Lend a Hand
We support local charities financially and with paid timeoff to volunteer! Use The Force Luke! Mentorship is part of the deal we want to help you as a person not just as an employee.
How Do I Get There
Waukesha location is just off the Guerkes corner exit on I94
Wow Youre Smart!
Well pay for you to obtain your life insurance license; health insurance license and Series 65 securities registration and we will even pay for your Certified Financial Planner designation!
Want to get your CPA license Lets do it!
Lets have fun!
Quarterly team lunches and team building events off site as well as our Annual Team Holiday Party!
Paidfor Annual Trips
Company hits our goals lets all travel together!
Required Experience:
Unclear Seniority
Employment Type
Full Time
