Staff Accountant Associate

Cerity Partners•Louisville, KY

23h•Onsite

About The Position

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.

Requirements

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

Responsibilities

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