Job DetailsLevelEntryJob LocationBowling Green Office - Bowling Green, KYJob Posting Date(s)Start Date10/04/2024Our 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 a blend between public and private accounting. 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
Ideal Candidate Profile
- Bachelor's 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
Company Overview:The FirmCerity Partners is a leading, national registered wealth management and institutional consulting firm serving high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations from its offices across the country. Our in-house experts of attorneys, tax advisors, financial planners and investment professionals are passionate about and committed to providing objective financial advice and oversight. Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice. Our culture allows us to deliver this mission. We believe in a simple formula that drives our actions and pushes us every day to do better than the day before: People First + Accountability = Winning Outcomes. We expect our team members to deliver on their responsibilities, understand how every component of our company works to generate success, and hold themselves and their colleagues accountable to the highest standards. As a result, we will enjoy talking to you if:
- You understand the need to provide a world-class client experience
- You value the collaboration of insightful, experienced colleagues to deliver our services
- You demonstrate a strong affinity in financial services, exceptional communication, organization, and prioritization skills
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