Accounting Associate

4 weeks ago

State College, United States The Million Dollar Solution Full time
Job DescriptionJob Description

This position will enter and classify all financial transactions in QuickBooks weekly. Help ensure financial records are accurate. Keep coaching group software updated and maintain online files while utilizing various software’s. The right candidate will be motivated, positive, detail oriented and a self-starter. This position is needed for 20-25 hours per week. Willing to train the right candidate if currently pursuing accounting focused degree.

Essential Job Functions 

Accounting Tasks: 

  • Coordinating daily, weekly and or monthly bookkeeping needs for multiple companies under mutual owner. 

  • Set up recurring charges to post automatically, such as recurring membership fees according to membership level. 

  • Reconcile monthly bank statement with what is in QuickBooks. 

  • Review account and discrepancies weekly with Business Financial Analyst. 

  • Process accounts payable through appropriate channels and record timely in QuickBooks. 

  • Ensure timely receipt of AR; follow up as needed with payees. 

  • Resolve discrepancies in charges. 

  • Respond timely to email and member requests.   

  • Review monthly credit card statements.  Ensure receipts are obtained for all expenses and get confirmation to pay full balance each month. 

  • Maintain proper expense coding.  

  • Set up and maintain vendor information.  

  • Run specified reports weekly and monthly: P&L, Cash Flow Statement, Balance Sheet. 

  • Set up accounts in states where there are taxable products, such as for recruiting searches.  

  • Pay quarterly taxes using e-tides. 

  • Proactively coordinating and filing annual insurance renewals for Protective Planning Solutions.  

  • Comply with federal, state and company policies and procedures. 

  • Perform member customer service related to payment of membership fees, conference registrations and products. 

  • Follow up with members to obtain expired credit card information. 

  • Cancel or set up payments when members join or cancel. 

  • Liaise with Infusionsoft consultant to ensure products are set up correctly. 

  • Process bi-weekly payroll and retirement contributions.  

General Administrative: 

  • Collect, scan and log all mail for in-person and virtual staff following office procedures. 

  • Participate in special projects as assigned. 

Minimum Qualifications:  

  • High School Diploma or equivalent experience needed with at least two years of bookkeeping or related experience 

  • Proficient in general accounting knowledge 

  • Excellent organizational skills 

  • High degree of accuracy and attention to detail 

  • Sound verbal and written communication skills  

  • Ability to learn, understand and fully utilize various technology for efficiency and productivity 

Compensation:
      $21-23 per hour based on experience

About Us
The Million Dollar Solution is a coaching group that helps estate planning and elder law attorney's across the country effectively manage and growth their law firms. From marketing to management, we are a people-first company that strives to improve the quality of services for our aging population by working with those who serve them.
 

Powered by JazzHR

0CrcQYp7gp

  • Account Associate

    2 months ago

    State College, United States Anna Yang - State Farm Agent Full time

    Job DescriptionJob DescriptionBenefits:Flexible scheduleTraining & developmentROLE DESCRIPTION:Anna Yang - State Farm Agent is searching for a competitive Producer who can recognize opportunities and strategically turn leads into long-lasting customer relationships. As our Account Associate - State Farm Agent Team Member, your knowledge of insurance products...

  • Assurance Senior Associate

    3 months ago

    State College, United States Boyer & Ritter Full time

    Job DescriptionJob DescriptionJoin our amazing team!Boyer & Ritter is looking for Audit Senior Associates to join our growing practice.We have opportunities available in Camp Hill, State College, and Chambersburg locations!Boyer & Ritter is looking for an experienced Senior Associate to join our growing team.Assist in carrying out audit, accounting,...

  • Cash Office Associate

    3 weeks ago

    State College, United States WEIS LLC Full time

    Overview Looking for a company that treats associates with respect, understanding, and appreciation? Looking for a company that is passionate about teamwork and the growth of it's associates and communities? That's WEIS! Location Address: 560 Westerly Parkway Job Description: ESSENTIAL DUTIES AND RESPONSIBILITIES The Cash Office Associate is responsible for...

  • Cash Office Associate

    3 weeks ago

    State College, United States WEIS LLC Full time

    Overview Looking for a company that treats associates with respect, understanding, and appreciation? Looking for a company that is passionate about teamwork and the growth of it's associates and communities? That's WEIS! Location Address: 110 Rolling Ridge Drive Ste 1 Job Description: ESSENTIAL DUTIES AND RESPONSIBILITIES The Cash Office Associate is...

  • Sales and Customer Support Associate

    1 week ago

    State College, Pennsylvania, United States The Home Depot Full time

    Position Overview:As a Sales and Customer Support Associate, you will deliver prompt and courteous service by proactively engaging with customers to understand their requirements and offer assistance. Your role will involve gaining product knowledge through our resources and sharing valuable information with customers to facilitate the sale of comprehensive...

  • Accounting Professional

    2 days ago

    State College, Pennsylvania, United States Baker Tilly Full time

    About the RoleBaker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers.We are seeking a highly motivated and detail-oriented Audit Associate to join our team. As an Audit Associate, you will be a value...

  • Recovery Associate

    3 months ago

    State College, United States Rural King Full time

    How we reward you 401(k) plan that provides a 100% match on the first 3% of your contributions and 50% of the next 2 * Healthcare plans to support your needs * Virtual doctor visits * Access to Centers of Excellence with Barnes Jewish Hospital and Mayo Clinic’s Complex Care Program * 15% Associate Discount * Dave Ramsey’s SmartDollar Program (no...

  • Weis2Go Sales Associate

    2 months ago

    State College, United States Weis Markets Full time

    Looking for a company that treats associates with respect, understanding, and appreciation? Looking for a company that is passionate about teamwork and the growth of it's associates and communities? That's WEIS!Location Address:560 Westerly ParkwayJob Description:ESSENTIAL DUTIES AND RESPONSIBILITIESThe Associate is responsible for the functions below, in...

  • Culinary Service Associate

    1 week ago

    State College, Pennsylvania, United States FOXDALE VILLAGE CORPORATION Full time

    Culinary Service Associate at Foxdale VillageFoxdale Village is a nurturing Continuing Care Retirement Community (CCRC) located in State College, PA, founded on Quaker values. We prioritize treating every individual with respect and dignity, fostering a warm and inclusive environment. We are currently seeking dedicated full-time and part-time staff members...

  • Dining Associate

    3 months ago

    State College, United States FOXDALE VILLAGE CORPORATION Full time

    Job DescriptionJob DescriptionDescription:Foxdale Village is a Quaker-directed, non-profit Continuing Care Retirement Community (CCRC) located in State College, PA. Foxdale Village was founded on the values of treating every person with dignity and respect and actively strives to create an engaging and welcoming environment for all. We are seeking full-time...

  • Customer Experience Associate

    1 month ago

    State College, United States WEIS LLC Full time

    Overview Looking for a company that treats associates with respect, understanding, and appreciation? Looking for a company that is passionate about teamwork and the growth of it's associates and communities? That's WEIS! Location Address: 110 Rolling Ridge Drive Ste 1 Job Description: ESSENTIAL DUTIES AND RESPONSIBILITIES The Customer Experience Associate is...

  • Customer Experience Associate

    1 month ago

    State College, United States Weis Markets Full time

    Looking for a company that treats associates with respect, understanding, and appreciation? Looking for a company that is passionate about teamwork and the growth of it's associates and communities? That's WEIS! Location Address: 1471 Martin Street Job Description: ESSENTIAL DUTIES AND RESPONSIBILITIES The Customer Experience Associate is responsible for the...

  • Weis2Go Sales Associate

    2 months ago

    State College, United States Weis Markets Full time

    Looking for a company that treats associates with respect, understanding, and appreciation? Looking for a company that is passionate about teamwork and the growth of it's associates and communities? That's WEIS! Location Address: 560 Westerly Parkway Job Description: ESSENTIAL DUTIES AND RESPONSIBILITIES The Associate is responsible for the functions below,...

  • Audit Associate

    2 days ago

    State College, Pennsylvania, United States Baker Tilly Full time

    About Baker TillyBaker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers.We provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct...

  • Fall 2025 Audit Associate

    1 week ago

    State College, United States Baker Tilly Full time

    Overview Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly)...

  • Dining Associate- Full time

    4 weeks ago

    State College, United States FOXDALE VILLAGE CORPORATION Full time

    Job DescriptionJob DescriptionDescription:Foxdale Village, a life plan community guided by Quaker values, is a non-profit Continuing Care Retirement Community (CCRC) located in State College, PA. Foxdale Village was founded on the values of treating every person with dignity and respect and actively strives to create an engaging and welcoming environment for...

  • Fall 2025 Audit Associate

    3 days ago

    State College, United States Baker Tilly Full time

    Overview Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly)...

  • Financial Associate

    3 months ago

    State College, United States The Pennsylvania State University Full time

    APPLICATION INSTRUCTIONS: CURRENT PENN STATE EMPLOYEE (faculty, staff, technical service, or student), please to complete the. Please do not apply here, apply internally through Workday. CURRENT PENN STATE STUDENT (not employed previously at the university) and seeking employment with Penn State, please to complete the Please do not apply...

  • Dining Associate

    2 weeks ago

    State College, United States FOXDALE VILLAGE CORPORATION Full time

    Job DescriptionJob DescriptionDescription:Foxdale Village, a life plan community guided by Quaker values, is a non-profit Continuing Care Retirement Community (CCRC) located in State College, PA. Foxdale Village was founded on the values of treating every person with dignity and respect and actively strives to create an engaging and welcoming environment for...

  • Account Manager

    2 months ago

    State College, United States Anna Yang - State Farm Agent Full time

    Job DescriptionJob DescriptionBenefits:Bonus based on performancePaid time offTraining & developmentROLE DESCRIPTION:Anna Yang - State Farm Agent is seeking an organized and efficient specialist to fulfill administrative duties and support insurance agents in gaining and keeping customers. As Account Manager - State Farm Agent Team Member with our agency,...