What are the responsibilities and job description for the Junior Accountant position at DXP Enterprises?
This is a part-time position with the potential to transition to a full-time role based on workload and business needs.
Responsibilities of the Junior Accountant include, but are not limited to:
- Obtain customer sales tax exemption certificates as they expire and save pdf copy in SharePoint; notify corporate office in Tampa so customer record may be updated.
- When invoicing customers, ensure the correct sales tax rate is used by accessing Avalara software. If sales tax is not charged on a sale, ensure proper documentation is in SharePoint (Resale Certificate or Sales Tax Exemption Certificate).
- Obtain new customer information (completed credit application, sales tax exemption certificate and Form W-9) and send it to the corporate office in Tampa to request a new customer setup in Great Plains.
- Periodically request updated credit applications from existing customers (every three years) to confirm continuing creditworthiness.
- Enter customer sales orders for parts orders in Great Plains in coordination with salespeople. Ensure the correct salesperson is notated on the sales order.
- Convert sales order to customer invoice when parts ship to customer (drop shipments) and e-mail the invoice to customer.
- Process customer credit card payments.
- Send any customer checks received to the corporate office in Tampa for deposit.
- Send any requests for updates to customer master record (ex: ACH bank change) to corporate office in Tampa.
- Assist Staff Accountants in Tampa corporate office with questions about payments received from customers.
- Answer customer questions regarding equipment ship dates.
- Actively collect past due accounts receivable invoices and notify management if a customer is not responding to collections efforts; update collection notes spreadsheet for all collections activity.
- Provide explanations at month-end for any receivables 90 days past due - this will be sent to DXP Houston as part of the monthly financial reporting.
- Assist with reconciling commission payments against manufacturers project payment statements.
- Obtain new vendor information (Form W-9, remittance address and payment terms) and send it to corporate office in Tampa for new vendor setup.
- Send any requests for updates to vendor master record (ex: remit-to address change) to corporate office in Tampa.
- Create vendor purchase orders from sales orders in Great Plains in coordination with salespersons for parts orders.
- Check with manufacturers as necessary to determine ship dates for equipment and update in Great Plains.
- Send vendor invoices with copy of related customer invoice to Tampa corporate office for processing. Answer vendor questions regarding payment of their invoice.
- Answer phones, handle walk-in customers, schedule maintenance/repairs as necessary.
- Assist salespersons with accounting questions, order entry and proposal preparation.
- Assist Controller and Junior Controller in Tampa office with various tasks and projects as needed. Prepare responses to auditor requests as assigned.
- Complete DXP training as scheduled.
- Other tasks as assigned.
Qualifications of the Junior Accountant include, but are not limited to:
- Minimum 5 years of accounting experience
- Strong analytical and problem-solving skills
- Well-developed written and verbal communication skills
- Ability to engage others and work collaboratively with multiple departments
- Proficiency with Microsoft Office Suite with emphasis on Excel
Additional Information:
Physical Demand: N/A
Working Conditions: Office environment
Training/Certifications: N/A
Shift: Part-Time
Travel: N/A
Education: High School Diploma require
Job Type: Part-time
Work Location: In person
