Senior Financial Services Specialist

8 hours ago

Independence, Missouri, United States MAI Wealth Management, Inc. Full time
Job Overview

At MAI Wealth Management, Inc., we are seeking a highly skilled Senior Client Accountant Specialist to join our Client Accounting team. This role is responsible for providing exceptional service to our clients by maintaining accurate, complete, and up-to-date general ledgers for a number of clients.

Key Responsibilities:

  • Update and maintain ledger accounts, including incoming and outgoing wires, ACH debits and credits, and outgoing checks for bill payments.
  • Record deposits made through the lockbox or directly at the bank.
  • Reconcile monthly bank accounts and distribute monthly checkbooks.
  • Enter and reconcile Fidelity accounts.
  • Submit and monitor payroll through Paychex for client corporations, foundations, or personal payroll.
  • Review quarterly payroll tax returns from Paychex, Form 941s, and state UC 2 forms.
  • Prepare monthly income and management fee statements for clients.
  • Prepare proof and finalize monthly financial statements, checkbooks, and cash flows.
  • Issue 1099, W2, and 1042 tax forms at year-end.
  • Collaborate with executives to resolve any issues that may arise.

Requirements:

  • 3+ years of accounting experience.
  • Bachelor's degree in Accounting or a related field.
  • Experience with Datafaction is preferred.
  • Proficiency in Microsoft Office (Outlook, Word, Excel, Adobe, PowerPoint).

Competencies:

  • Thrives in a fast-paced and dynamic team-based environment, working well with others to resolve conflicts.
  • Organized, detail-oriented, able to meet deadlines while maintaining flexibility to prioritize and execute to meet client and firm needs and support peak volumes.
  • Strong analytical and problem-solving skills, with the ability to interpret financial data effectively.
  • Experience managing multiple projects.
  • Experience thinking in complex and ever-changing situations.
  • Maintains absolute confidentiality of client information and safeguards client and company data; maintains high ethical standards in all practices.

Benefits:

  • Discretionary Bonus
  • Medical Insurance
  • Dental Insurance
  • Vision Insurance
  • 401(k)
  • Health Savings Account
  • Paid Maternity Leave
  • Paid Parental Leave
  • Tuition Reimbursement

  • Senior Financial Accountant Specialist

    3 weeks ago

    Independence, Missouri, United States MAI Wealth Management, Inc. Full time

    Job Title: Senior Client Accountant SpecialistAt MAI Wealth Management, Inc., we are seeking a highly skilled Senior Client Accountant Specialist to join our Client Accounting team. As a key member of our team, you will be responsible for providing exceptional service to our clients by maintaining accurate, complete, and up-to-date general ledgers for a...

  • Medical Technician

    3 weeks ago

    Independence, Missouri, United States Senior Living Recruiting Specialist Full time

    About the RoleWe are seeking a highly skilled Certified Medication Technician to join our team at a senior living community. As a CMT, you will play a vital role in providing exceptional care to our residents, ensuring their health, safety, and well-being.Key ResponsibilitiesAdminister medications as prescribed by doctors and in accordance with scope of...

  • Senior Investment Client Service Specialist

    15 hours ago

    Independence, Missouri, United States MAI Wealth Management, Inc. Full time

    Job SummaryWe are seeking a highly skilled Senior Investment Client Service Specialist to join our team at MAI Wealth Management, Inc. This role will be responsible for providing exceptional client service, training, and mentoring new team members.Key Responsibilities:Train and coach new Client Service SpecialistsMentor less experienced team membersOffer...

  • Financial Services Professional

    13 hours ago

    Independence, Missouri, United States Hantz Group Full time

    Job DescriptionHantz Group is a Michigan-based financial services company that provides comprehensive financial solutions to individuals and businesses. Our team of experts works collaboratively to deliver tailored services that meet the unique needs of each client. We strive to reduce stress and save time for our clients, allowing them to focus on what's...

  • Senior Tax Planning Specialist

    3 days ago

    Independence, Missouri, United States Hantz Group Full time

    Job OverviewHantz Group, a leading financial services company, is seeking a highly skilled Tax Planning Specialist to join our team. As a key member of our financial services team, you will play a critical role in helping our clients achieve their financial goals.Key ResponsibilitiesAnalyze tax liability and develop strategies to minimize tax burdensPrepare...

  • Financial Planning Specialist

    3 weeks ago

    Independence, Missouri, United States Hantz Group Full time

    Job Opportunity at Hantz GroupHantz Group, a Michigan-based financial company, is seeking a Planning Analyst Intern to join our team. As a Planning Analyst Intern, you will be integrated into our Family Office, working closely with our Financial Advisors to gain knowledge about the financial services industry and the important role that Tax Planning and...

  • Senior Auditor

    4 days ago

    Independence, Missouri, United States Zupka & Associates Full time

    Senior Auditor Opportunity at Zupka & AssociatesWe are seeking a seasoned Senior Auditor to join our dynamic public accounting firm, Zupka & Associates. As a Senior Auditor, you will play a crucial role in planning and conducting audits and review procedures for our governmental and non-profit clients.Key Responsibilities:Plan and execute audits and review...

  • Senior Mapping Specialist

    3 weeks ago

    Independence, Missouri, United States Boston Scientific Full time

    About the RoleBoston Scientific is seeking a highly skilled Senior Mapping Specialist to join our team. As a key member of our Cardiology team, you will play a critical role in launching new and innovative products to the Electrophysiology (EP) market.Key ResponsibilitiesGain expertise in Boston Scientific technology and obtain extensive professional...

  • Retail Sales Associate

    3 weeks ago

    Independence, Missouri, United States FirstCash Financial Services, Inc. Full time

    Job Title: Retail Sales AssociateWe are seeking a highly motivated and customer-focused Retail Sales Associate to join our team at FirstCash Financial Services, Inc. As a Retail Sales Associate, you will be responsible for providing exceptional customer service, processing sales and loans, and maintaining a clean and organized sales floor.Key...

  • Senior Meat Cutter

    2 weeks ago

    Independence, Missouri, United States Wal-Mart Stores , Inc. Full time

    About the RoleWe are seeking a highly skilled and experienced Senior Meat Cutter to join our team at Sam's Club. As a Senior Meat Cutter, you will play a critical role in delivering exceptional customer service and driving sales in your area.Key ResponsibilitiesCollaborate with cross-functional teams to ensure seamless operations and excellent customer...

  • Social Services Assistant

    7 hours ago

    Independence, Missouri, United States Tutera Senior Living & Health Care Full time

    Job SummaryWe are seeking a dedicated Social Services Assistant to join our team at Tutera Senior Living & Health Care. As a Social Services Assistant, you will play a vital role in providing medically related social services to our residents, promoting their physical, mental, and psychosocial well-being.Key Responsibilities:Assist the Social Service...

  • Senior Applications Engineer

    2 weeks ago

    Independence, Missouri, United States Airgas Full time

    Job Title: Senior Applications EngineerWe are seeking a highly skilled Senior Applications Engineer to join our Engineering Solutions Group in Twinsburg, OH. As a key member of our team, you will play a critical role in the growth of our bulk, industrial, and Specialty Gas business through the design and installation of equipment to support our portfolio of...

  • Senior Meat Cutter

    3 weeks ago

    Independence, Missouri, United States Wal-Mart Stores , Inc. Full time

    About the RoleWe are seeking a highly skilled and experienced Senior Meat Cutter to join our team at Sam's Club. As a Senior Meat Cutter, you will play a critical role in delivering exceptional customer service and driving sales in your area.Key ResponsibilitiesCollaborate with cross-functional teams to ensure seamless operations and excellent customer...

  • Senior Director of Finance

    4 days ago

    Independence, Missouri, United States Faber-Castell USA Full time

    About Faber-Castell USAFaber-Castell USA is a leading manufacturer of high-quality art supplies and creative products. We are committed to unleashing creative potential and inspiring self-expression through our innovative products and services.Job SummaryWe are seeking a highly experienced and skilled Senior Director of Finance to join our team. As a key...

  • Senior Auditor

    2 days ago

    Independence, Missouri, United States Zupka & Associates Full time

    Zupka Associates, a leading public accounting firm, is seeking a seasoned auditor to fill the role of Senior Auditor. This position involves conducting audits and review procedures for a diverse client base, collaborating with Partners and Managers to strengthen client relationships and explore new business opportunities.Responsibilities:Plan and execute...

  • Social Services Assistant

    4 weeks ago

    Independence, Missouri, United States Tutera Senior Living & Health Care Full time

    Job SummaryWe are seeking a dedicated and compassionate Social Services Assistant to join our team at Tutera Senior Living & Health Care. As a Social Services Assistant, you will play a vital role in providing medically related social services to our residents, promoting their physical, mental, and psychosocial well-being.Key ResponsibilitiesAssist the...

  • Medical Support Specialist

    4 weeks ago

    Independence, Missouri, United States Biolife Plasma Services Full time

    About the RoleWe are seeking a highly skilled and compassionate Medical Support Specialist to join our team at BioLife Plasma Services. As a Medical Support Specialist, you will play a critical role in ensuring the safety and well-being of our donors, while also contributing to the success of our plasma collection operations.Key ResponsibilitiesDetermine...

  • Hospice Care Specialist

    4 weeks ago

    Independence, Missouri, United States BrightSpring Health Services Full time

    About the RoleWe are seeking a compassionate and skilled Hospice Care Specialist to join our team at Adoration Home Health and Hospice. As a Hospice Care Specialist, you will play a vital role in providing personalized care and support to patients and their families in the comfort of their own homes.ResponsibilitiesProvide personal care services, including...

  • Financial Advisor

    6 hours ago

    Independence, Missouri, United States New York Life - Northern Ohio Full time

    Job Title: Financial ConsultantJob OverviewWe are seeking a skilled financial advisor to join our team at New York Life - Northern Ohio. As a financial consultant, you will play a crucial role in helping clients achieve their financial goals through strategic planning and advice.Key Responsibilities:Gather and assess client financial information to determine...

  • Customer Service Specialist

    2 months ago

    Independence, Missouri, United States Ace Hardware Full time

    Ace Hardware - Customer Service Specialist OpportunityAre you dedicated to delivering outstanding customer experiences and fostering a friendly atmosphere? Do you excel in a vibrant, fast-paced environment?Ace Hardware, a community-focused hardware retailer, is on the lookout for a talented Customer Service Specialist to enhance our team. In this role, you...