Staff Accountant II

2 months ago

Little Ferry, United States Plumb, Inc. Defunct Full time

Staff Accountant II (SAII) Full Time | Remote Capable Job Description – Essential Functions/Core At Plumb, our Staff Accountant IIs are resourceful problem solvers and strategic , business-minded professionals who thrive in a fast-paced working environment. SAIIs are critical thinkers and are calm under pressure : they view client engagements more like chess (strategy and long-term moves) than checkers.Specific examples of a typical day/week are as follows: Client Work - Understand the client’s portfolios and owns the process of their deliverables, timelines, accounts, processes, procedures, and client communication styles: Provide continuous full-cycle accounting to multiple clients, ensuring that complex issues are resolved, and all client expectations are managed and exceeded with a high degree of efficiency and effectiveness. Perform transactional accounting, general bookkeeping responsibilities that include managing AP, AR, and payroll. Manage full scope of vendors. Maintain client confidentiality and keeping all client information organized and up to date. Strive to go beyond the numbers and provide clarity in context and actionable solutions to client reports. Complete monthly bank, credit card and brokerage reconciliations. Provide excellent customer service. Team Mentality – Has a team mindset on the assigned tasks, understands the team’s goals and contributes to streamline the process of completing set goals. Prioritize team workload, keeping utilization metrics consistent with set goals. Set SMART goals for individual needs to ensure professional growth and success within our Plumb community. Develop and foster positive, respectful relationships with clients, advisors, and team members. Work closely with SAI’s to mentor and delegate appropriate tasks. Demonstrates a willingness to learn new methods, procedures, and techniques that embrace change. Job Description – Future/Bigger Picture SAIIs are experts at balancing their workload and tight deadlines. SAIIs analyze challenges and devise out-of-the-box solutions. Some areas where this position can contribute are as follows: Self-Driven, Self-Disciplined, and Self-Motivated - Understand how to prioritize your work, be able and willing to shift gears, find solutions to challenges, and take action to complete all projects and tasks in a timely manner. Within the first 6 months, work to take on and take ownership of, at minimum, 10+ client relationships at one time while being highly utilized, billing at 90% or higher to clients. Process Improvement – Contribute new ideas to add value to our current processes or project management. Manage Expectations - Be able to customize the client experience to meet their specific goals and needs. Contribute to ensuring division financial objectives are met or exceeded by completing client work. Set clear objectives and manage expectations through proactive communication, thorough financial analysis, and problem solving. Think Plumb - Bring new ideas to the table that add value to our Plumb community: focus on responsive solutions that help manage client and team expectations. Model Plumb Principles in action to staff and instill these principles into your team. Software Skills The following software systems are used frequently, and extensive experience is preferred: QuickBooks Desktop QuickBooks Online Sage Intacct (highly preferred) Skillsets and Recommended Requirements We are looking for a candidate who can handle the tasks of client management work of getting the job done to ensure profitability and the growth of your team going forward. Here are the primary skillsets and characteristics a successful candidate will possess: Bachelor’s Degree in Accounting or Finance preferred. Minimum 3 years’ experience as a Staff Accountant. Organized, detail-oriented, and ability to be a task master if/when necessary. Very good communication skills (written and verbal) and presentation skills. Experience working remotely and tracking time. 2+ years’ experience interacting with executive teams or business owners is preferred. Family Office Accounting Industry experience preferred, including: K-1 reconciliations, bank reconciliations, brokerage reconciliations, financial reporting and analysis, private equity tracking, annual tax organizer, etc. Intermediate to advanced computer skills working with various office equipment, computers and programs including databases, Word, Outlook, PowerPoint, and Excel.

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