Job Description
Position Summary:
Are you someone with impeccable attention to detail, who thrives in the rule-oriented world of accounting? Is organizing financial data a passion, like a puzzle you can't wait to solve? If yes, we believe you would be an outstanding fit on our wealth management team.
This is an excellent opportunity for a motivated individual in their accounting career who is eager to grow within a dynamic, client focused organization.
Primary Responsibilities
Record and reconcile daily financial transactions for a multitude of different businesses, ensuring records are accurate, organized, and up to date.
Maintain and update the general ledger on a regular basis
Prepare monthly bank reconciliations and assist with month-end close procedures, including journal entries for payroll, depreciation, and interest.
Generate routine financial reports and summaries for internal and external review
Maintain organized and confidential financial files and documentation
Support clients with financial, software, and payroll questions
Monthly filing of sales tax returns
Annual preparation of Forms 1099
Required Qualifications:
1–2 years of bookkeeping or accounting experience
Able to work independently on project type assignments
Knowledge of QuickBooks required, including QuickBooks online
Strong MS Office skills
Superior analytical and problem resolution skills with strong attention to detail and organizational skills
Willingness to work until work is done, which may require extended hours to meet team needs
Bachelor's degree preferred but not required
Excellent oral and written skills
Strong communication skills and the ability to work collaboratively in a fast-paced team environment
You understand the need to provide a world-class customer 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
Physical Requirements:
Prolonged periods sitting at a desk and working on a computer
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 [email protected]. Applicants must be authorized to work for any employer in the U.S.