What are the responsibilities and job description for the Staff Accountant/Bookkeeper position at Strategic Wealth Planning?
Job Description
Our boutique financial services firm is looking for a Staff Accountant/Bookeeper to join our team.
Responsibilities:
Our boutique financial services firm located in Richardson, Texas offers a unique opportunity to work in the areas of financial planning and investing.
Our boutique financial services firm located in Richardson, Texas offers a unique opportunity to work in the areas of financial planning and investing.
Our boutique financial services firm is looking for a Staff Accountant/Bookeeper to join our team.
Responsibilities:
- Maintain QuickBooks Desktop and Online accounts for multiple clients.
- Prepare and distribute monthly financial statements to firm clients.
- Reconcile bank and balance sheet accounts.
- Pay bills using Bill.com, credit cards and checks.
- Communicate with clients using Outlook.
- Prepare tax packages for firm clients.
- Communicate with outside tax preparers.
- Run payroll using QuickBooks and process payroll taxes.
- Assist with year-end reports including preparation of 1099s and W-2s.
- Basic accounting knowledge.
- Experience using QuickBooks Online or Desktop.
- Intermediate Excel skills.
- Detail and deadline-oriented.
- Strong analytical and problem solving skills
- Strong computer skills including Windows, Outlook and Teams.
- Working knowledge of tax preparation helpful.
Our boutique financial services firm located in Richardson, Texas offers a unique opportunity to work in the areas of financial planning and investing.
Our boutique financial services firm located in Richardson, Texas offers a unique opportunity to work in the areas of financial planning and investing.