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Staff Accountant

INDIANAPOLIS, IN | Full Time
6 Days Ago

Job Description

Description

 

Duties/Responsibilities:

  • Responsible for assisting accounting manager in gathering documentation necessary and submission of documentation for annual client Medicaid redeterminations and Social Security reporting.
  • Responsible for all accounts receivables and for tracking of payments using accounting software.
  • Responsible for monthly documentation, reporting, and bank reconciliations for all rep payee and clients that Tangram has financial management over.
  • Responsible for monthly reminders and follow up with clients through email.
  • Responsible for creating and entering assigned monthly journal entries by the scheduled month end deadline.
  • Responsible for the monthly reconciliation of assigned general ledger and bank accounts by the scheduled month end deadline.
  • Responsible for performing monthly review of client finances and performing regularly schedule client financial audits.
  • This includes but is not limited to the monthly independent review of transactions and determining if transactions are appropriate or need a higher level review, based on knowledge of the client’s spending, budget and other factors surrounding the client’s financial circumstances.
  • Scan and file client financial and other documents in the appropriate client folder in a timely manner.
  • Client Financial & Benefit Management
  • Main contact point of contact for Medicaid and social security
  • Oversee and assist with entitlement systems
  • Oversee appropriate use of consumer & Tangram Funds
  • Oversee and review consumer financial accounts and client petty cash records in accordance with agency guidelines and Medicaid/Social Security guidelines. (Includes Representative Payee clients and non Representative Payee clients)
  • Ensure that the program financial processes operate within agency policy, budgetary guidelines and external regulatory guidelines. Includes meeting with Program Managers at least monthly to ensure their client financial paperwork is being submitted timely and reviewing client spending to ensure that organizational policies are being adhered to.
  • Assist families and consumers with applying and maintaining government and private benefits.
  • Understand and be able to explain all government benefit programs, including, but not limited to Medicaid, Medicare, SSI, SSDI, HUD, Section 8, etc.
  • Assist with budgetary and fiscal matters for clients. May involve meeting with clients on a monthly basis to go over their spending with them.
  • Maintain database for all consumers in the community service department in order to track benefit eligibility authorizations and housing information
  • Oversee the maintenance of consumer records per regulations and company procedures, including but not limited to, conducting internal audits on a yearly basis for sites where we maintain fiscal responsibility and ensuring the completeness of the documentation.
  • Process all Accounts Payable for Rep Payees, including but not limited to generating checks or online transfers for all appropriate bills and client spending money and initiating follow up to bills that appear to be incorrect. General fiscal processes should be followed.
  • Other duties as assigned.

Requirements

 Required Skills/Abilities:

  • Education: Associates Degree in Accounting and a minimum of two years’ experience or a Bachelor’s Degree.
  • Work Experience: Preference for persons with accounting experience, computer skills and typing speed of 50 WPM or more.
  • General Requirements: Must have a valid driver’s license, acceptable driving record, meet agency’s driver insurability requirements, reliable vehicle, and up to date automobile insurance.
  • Training Requirements During Employment: Maintain all required trainings as outlined by accreditation standards or internal standards. Maintain a working knowledge of regulatory changes and best practices in the field of Accounting.

Skills for Staff Accountant

The job skills required for Staff Accountant include Accounting, General Ledger, Accounts Payable, Accounts Receivable, Responsibility, Bank Reconciliation etc. Having related job skills and expertise will give you an advantage when applying to be a Staff Accountant. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Staff Accountant. Select any job title you are interested in and start to search job requirements.

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Career Path for Staff Accountant

The following is the career advancement route for Staff Accountant positions, which can be used as a reference in future career path planning. As a Staff Accountant, it can be promoted into senior positions as a Bookkeeping Manager that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Staff Accountant. You can explore the career advancement for a Staff Accountant below and select your interested title to get hiring information.

How to Become a Staff Accountant

If you are interested in becoming a Staff Accountant, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Staff Accountant for your reference.

Step 1 Understand the job description and responsibilities of a Staff Accountant

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Step 2 Knowing the best tips for becoming a Staff Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

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Step 3 View the best colleges and universities for Staff Accountant

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