Staff Accountant (Finance)

JOB SUMMARY
The Staff Accountant role within the Outsourced Accounting and Bill Pay department is expected to maintain a portfolio of external client books to provide timely and accurate financial reporting.

The position offers an opportunity to autonomously manage multi-entity accounting. The Staff Accountant partners primarily with the internal Tax Directors and Wealth Managers, reporting directly to the Accounting Manager, with the indirect supervision of the Director of Accounting Services.
JOB DUTIES

Completing month-end and year-end close
Preparing financial statements, journal entries and account reconciliations
Annually preparing 1099s related to client vendors
Reconciling and balancing general ledger accounts
Researching and correcting account discrepancies
Assist the Creative Planning Bill Pay team for shared clients
Invoicing and collecting payments from assigned clients

REQUIRED EXPERIENCE / QUALIFICATIONS

Associate's degree in accounting
2+ years' processing payroll
2+ years' experience with QuickBooks online
Professional communication skills
Highly organized and efficient with proven time-management skills
The ability to autonomously create and maintain a daily/weekly schedule
Accustomed to working independently
The ability to learn new technology and willingness to complete training courses as needed