Financial Services Specialist

7 days ago


Toms River, New Jersey, United States Gallipoli Wealth Management Full time

Gallipoli Wealth Management seeks a skilled Financial Services Specialist to support our accounting and financial reporting needs. The ideal candidate will have 2-5 years of public accounting experience or an equivalent combination of education, training, and experience.

The Financial Services Specialist will be responsible for preparing general ledger, bank reconciliations, and sales tax reports using QuickBooks desktop and online versions. They will also assist with the preparation of individual and corporate tax returns.

We offer a competitive salary range of $55,000 - $80,000 per year, based on experience and qualifications. Our company provides a relaxed and enjoyable work environment with a focus on work-life balance. We also offer a 401-K with company match and optional Fridays off in July and August.

Benefits include:

  • Strong interpersonal, communication, and analytical skills
  • Critical thinking, time management, and decision-making skills
  • Able to maintain strict confidentiality and strong ethics and business conduct


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