Accountant/Bookkeeper

3 weeks ago


Beaver Falls, United States CareerBuilder Full time

Our client is looking to fill a position that will work closely with the Family Office Services team to support Personal Chief Financial Officer (PCFO) division assisting in accounting and bookkeeping responsibilities for our PCFO clients.

In This Role You Will

Work within QuickBooks Online by:

Categorizing spending transactions.
Creating charts of accounts and categorization.
Reconciling accounts periodically.

You Will Also

Create custom reports to deliver important information to CPAs and internal team.
Prepare and analyze monthly and periodic reports for family members, budgets, and supporting schedules including maintaining and reviewing general ledgers.
Process transactions and perform duties such as account maintenance, recording entries, account reconciliation, connecting credit card and bank accounts and documentation management.
Review reports to ensure consistency and accuracy of data.
Partner with CPAs to obtain the most tax efficient advice/results for our client as possible.
Pay bills and invoices in accordance with established methods and procedures while safeguarding against overpayment, unauthorized payments, and expense abuse.
Serve as a dedicated resource to FOS team members and be able to assist with tasks to make the team more efficient.
Prepare and execute new enrollment payroll services and maintain payroll records.

Requirements

Bachelor's Degree in accounting, finance, or related field required.
Minimum of two (2) years of experience within an accounting or bookkeeping role required; four (4) years preferred.
Minimum of two (2) years of experience with accounting and/or bookkeeping entries required.
Minimum of two (2) years of experience with QuickBooks Online required; four (4) years preferred.
For hires outside of Bridgeville, PA an in-office training requirement may be required. This will be discussed during your interview process in more detail.

Summary

The client is a boutique wealth management firm that advises a select group of multigenerational families, business owners and corporate executives. They are dedicated to providing our clients with comprehensive financial planning and independent, goal-based investment management. The client has been consistently ranked as a top financial advisor by industry leading publications including Barrons, Forbes, and the Financial Times.

They Offer Our Employees

Comprehensive medical benefits
Dental and Vision coverage
Life Insurance
Short and Long Term Disability
401(k) Profit Sharing - eligibility to be discussed upon hire

#J-18808-Ljbffr


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