Staff Accountant

Apollon Wealth Management•Mount Pleasant, SC

16d

About The Position

The Staff Accountant supports accounts payable management, general accounting activities, month-end close, and ad hoc reporting and projects across multiple entities. The role reports to the Controller and is classified as exempt. It requires maintaining accurate financial records, responding to vendor inquiries, supporting accounting processes, and upholding client confidentiality and firm policies.

Requirements

1–3 years of experience in a similar role or industry.
Knowledge of basic accounting principles, chart of accounts, and financial statements.
Proficiency in Excel.
Proficiency in accounting software.
Maintain client confidentiality.
Ensure compliance with firm policies and procedures.
Attention to detail and strong oral and written communication skills.
Ability to prioritize and multitask.
Strong interpersonal skills.
Strong organizational and documentation skills.
Creative, flexible, and persistent in completing tasks.
Strong initiative and ability to work independently.
Very experienced with the MS Office Suite, including Windows, Word, Excel, and email.

Nice To Haves

Bachelor’s degree in finance or accounting is preferred.
Bill.com experience is a plus but not required.
Sage Intacct experience is a plus but not required.

Responsibilities

Process and review invoices for accuracy and completeness.
Code and enter invoices into Bill.com accurately and on time.
Ensure credit card activity is processed through Bill.com with supporting invoices.
Respond to vendor inquiries and resolve discrepancies promptly.
Maintain vendor records and W-9s, ensuring vendor information is accurate.
Maintain login information for multiple vendors across different entities using 1Password.
Reconcile Bill.com clearing accounts in Sage Intacct monthly.
Reconcile the accounts payable general ledger balance to the vendor aging report monthly for each entity.
Handle 1099 processing, including W-9 administration, vendor setup, and annual filings.
Download, record, and reconcile bank and credit card accounts.
Maintain the accounting inbox for multiple entities.
Scan and file physical mail for the accounting department.
Assist with intercompany transactions and reconciliations.
Electronically file supporting documentation for bank deposits.
Keep process notes up to date using Asana.
Assist with journal entries and month-end close as requested.
Support leadership with ad hoc financial reporting requests and special accounting or finance projects.