Staff Accountant Associate

Louisville, KY - USA

Monthly Salary: Not Disclosed

Posted on: 30+ days ago

Vacancies: 1 Vacancy

Job Summary

Position Summary:

Our Client Accounting Services department continues to grow and is looking to add a Staff Accountant to the team! This team works hand in hand to provide high level services to small businesses and select individual clients. We offer lifestyle management services tailored to support clients needs which can include bill pay balance sheet preparations reconciliation of the general ledger prepare and analyze financial statements and other custom services. These responsibilities must be conducted in accordance with industry best practices and applicable laws and regulations.

In this role you are able to experience two different sectors: public accounting and the private sector. Our Staff Accountants are highly trusted colleagues who will work directly with the owners and leaders of companies in all industries. We are seeking candidates with an interest in managing multiple clients is highly organized with a growth mindset and an expert multi-tasker.

Primary Responsibilities

As an Associate your responsibilities would include supporting a client-facing team with the following activities:

Perform administrative and operational duties such as transferring funds updating client and account information bill pay and bank account reconciliation
Client specific reporting needs which could include monthly financial statements and/or other misc. management reports
Document management for all bill-pay and wealth planning clients in accordance with IRS requirements
Regular interaction with third party advisors and vendors
Strong verbal and written communication skills professional presentation and organizational skills
Strong attention to detail exceptional problem-solving skills and an ability to organize and prioritize work in order to meet deadlines in a proactive manner with little supervision
Strong work ethic interpersonal collaboration and team skills a must
Comfort with accounting software important
Other duties as assigned

Required Qualifications:

Bachelors degree required
0-3 years experience in financial services preferred but not required
Ability to simultaneously work with multiple clients while providing a consistent client experience
Regular interaction with third party advisors and vendors
Strong verbal and written communication skills professional presentation and organizational skills
Strong attention to detail exceptional problem-solving skills and an ability to organize and prioritize work in order to meet deadlines in a proactive manner with little supervision
Strong work ethic interpersonal collaboration and team skills a must
Comfort with accounting/bookkeeping software important
Working knowledge of Microsoft applications GAAP and Financial Accounting Standards
Takes pride in satisfying client expectations by truly understanding the client and creating meaningful client experiences
Thoroughness when accomplishing tasks no matter how small to ensure accuracy and efficiency
Ability to meet strict deadlines
Must possess a passion for learning and a desire to continuously improve

Why Cerity Partners:

Our people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total rewards package:

Health dental and vision insurance day 1!
401(k) savings and investment plan options with 4% match
Flexible PTO policy
Parental Leave
Financial assistance for advanced education and professional designations
Opportunity to give back time to local communities
Commuter benefits

Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures perspectives and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race religion national origin sex sexual orientation age veteran status disability status or any other applicable characteristics protected by law.

Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations please reach out to Applicants must be authorized to work for any employer in the U.S.

Required Experience:

Staff IC

Position Summary:Our Client Accounting Services department continues to grow and is looking to add a Staff Accountant to the team! This team works hand in hand to provide high level services to small businesses and select individual clients. We offer lifestyle management services tailored to support...