Accounting & Bookkeeping Associate

Cerity Partners • Raleigh, NC

3d • Onsite

About The Position

This is an excellent opportunity for a motivated individual in their accounting career who is eager to grow within a dynamic, client focused organization. We believe you would be an outstanding fit on our wealth management team if you have impeccable attention to detail and thrive in the rule-oriented world of accounting, with a passion for organizing financial data.

Requirements

• 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
• 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
• Applicants must be authorized to work for any employer in the U.S.

Nice To Haves

• Bachelor's degree preferred but not required

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.

Benefits

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level