Accounts Payable Specialist

 

Responsibilities Include:

• Provide an exceptional level of customer service to both clients and team members creating a high- quality flow of information throughout the firm
• Ensuring a positive impression of the firm to all clients and guests
• Directing phone calls to appropriate team members. Providing accurate/meaningful messages when team members are not readily available
• Process invoices and payments through Bill.com and QuickBooks Online. Researching statement balances and coordination with vendors on efficient payment processing channels.
• Assisting UB team with tax season preparation and organizing client documentation in the most efficient manner
• Supporting Tax Clients to ensure all tax documents/ required information received prior to assigning to Tax Preparer
• Supporting UB team and Tax Clients with completion of tax preparation
• Provide marketing support to Management. Assisting with social media content that can be shared on UB social media channels

Minimum Qualifications:

• Minimum of 1-2 years in Accounts Payable or Bookkeeping Experience preferred
• Minimum of Associates Degree in Accounting/Business related field
• QuickBooks Online Experience preferred
• General knowledge of accounting practices and business procedures
• Highly effective written and communication skills that support a professional environment
• Accuracy and attention to detail with an exceptional level of accuracy is absolutely required, as well as a track record of reliability, confidentiality, and conscientious work habits
• Proficient in Microsoft Office and Microsoft Excel
• Ability to organize and prioritize effectively
• Ability to effectively apply analytical and problem-solving skills
• Excellent time managing skills with the ability to multi-task, prioritize, and regular deadlines
• Ability to adapt and work efficiently in a rapidly changing dynamic environment with deadline pressures

Compensation & Benefits:

• Competitive Salary based upon experience
• Paid time off along with holidays
• Health Insurance
• Participation in company retirement program
• Bonus Pay
• Paid Advancement Training Opportunities within Accounting/Business related
• Flex/Alternative Work Schedule after completion of training period
• Working in a positive environment that promotes employee wellbeing, productivity, growth, and a supportive atmosphere

Accounting Specialist

 

Responsibilities include:

• Maintain records according to general accepted accounting principals including the recordation of general journal entries, accounts payable, accounts receivable, cash management, and reconciliation of bank statements
• Data-entering invoices for payment
• Compiling payroll data such as garnishments, vacation time, insurance and 401(k) deductions
• Compiling and analyzing payroll management reports from payroll software systems
• Payroll and Tax form preparation
• Providing an exceptional level of customer service to both clients and team members
• Problem solving issues and discrepancies in accounting records
• Analyze and organize financial data into useable information
• Recording and classifying transactions in accounting software
• Monthly financial report preparation.
• Establishing and maintaining confidential employee files and employer/business files
• Identify and implement new procedures to streamline accounting operations both internally and externally for clients.
• Highly effective communication skills
• Assist in preparing/reviewing of personal tax returns during tax season.
• Additional Accounting related tasks as needed.

Minimum Qualifications (Knowledge, Skills, and Abilities):

• Minimum of 1-5 years of accounting experience required
• Minimum of an Bachelors Degree in Accounting, Finance or related discipline
• Strong knowledge of accounting practices and procedures
• Accuracy and attention to detail is absolutely required, as well as a track record of reliability, confidentiality, and conscientious work habits
• Proficient in Microsoft Office, specifically Excel
• Ability to organize and prioritize effectively
• Attention to detail with exceptional level of accuracy
• Ability to adapt and work efficiently in a rapidly changing dynamic environment with deadline pressures
• Demonstrated ability in dealing directly with clients
• General understanding of accounting practices and principles
• Experience with automated accounting programs and systems

Other skills preferred by not required:

• QuickBooks Online Certified/Experience
• Payroll Experience
• Personal Tax Preparation Experience

Compensation:

• Competitive Salary based upon experience
• Paid time off along with holidays
• Health insurance
• Participation in company retirement program
• Bonus Pay
• Potential Hybrid Work Environment (After initial 90 day Introductory Period)