15 staff accountant Jobs in louisville, ky
Cerity Partners is Hiring a Staff Accountant Near Louisville, KY
Level
Entry
Job Location
Louisville Office - Louisville, KY
Description
Our Client Accounting Services department continues to grow and is looking to add a Staff Accountant to the team! This team works hand in hand to provide high level services to small businesses and select individual clients. We offer lifestyle management services tailored to support clients' needs which can include bill pay, balance sheet preparations, reconciliation of the general ledger, prepare and analyze financial statements, and other custom services. These responsibilities must be conducted in accordance with industry best practices and applicable laws and regulations.
In this role, you are able to experience a blend between public and private accounting. Our Staff Accountants are highly trusted colleagues who will work directly with the owners and leaders of companies in all industries. We are seeking candidates with an interest in managing multiple clients, is highly organized with a growth mindset, and an expert multi-tasker.
Primary Responsibilities:
As an Associate your responsibilities would include supporting a client-facing team with the following activities:
- Perform administrative and operational duties, such as transferring funds, updating client and account information, bill pay, and bank account reconciliation
- Client specific reporting needs, which could include monthly financial statements and/or other misc. management reports
- Document management for all bill-pay and wealth planning clients in accordance with IRS requirements
- Regular interaction with third party advisors and vendors
- Strong verbal and written communication skills, professional presentation, and organizational skills
- Strong attention to detail, exceptional problem-solving skills, and an ability to organize and prioritize work in order to meet deadlines in a proactive manner with little supervision
- Strong work ethic, interpersonal collaboration and team skills, a must
- Comfort with accounting software important
- Other duties as assigned
- Bachelor's degree required
- 0-3 years experience in financial services preferred, but not required
- Ability to simultaneously work with multiple clients while providing a consistent client experience
- Regular interaction with third party advisors and vendors
- Strong verbal and written communication skills, professional presentation, and organizational skills
- Strong attention to detail, exceptional problem-solving skills, and an ability to organize and prioritize work in order to meet deadlines in a proactive manner with little supervision
- Strong work ethic, interpersonal collaboration and team skills, a must
- Comfort with accounting/bookkeeping software important
- Working knowledge of Microsoft applications, GAAP, and Financial Accounting Standards
- Takes pride in satisfying client expectations by truly understanding the client and creating meaningful client experiences
- Thoroughness when accomplishing tasks, no matter how small, to ensure accuracy and efficiency
- Ability to meet strict deadlines
- Must possess a passion for learning and a desire to continuously improve
The Firm
Cerity Partners is a leading, national registered wealth management and institutional consulting firm serving high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations from its offices across the country. Our in-house experts of attorneys, tax advisors, financial planners and investment professionals are passionate about and committed to providing objective financial advice and oversight.
Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice. Our culture allows us to deliver this mission. We believe in a simple formula that drives our actions and pushes us every day to do better than the day before: People First Accountability = Winning Outcomes. We expect our team members to deliver on their responsibilities, understand how every component of our company works to generate success, and hold themselves and their colleagues accountable to the highest standards. As a result, we will enjoy talking to you if:
- You understand the need to provide a world-class client experience
- You value the collaboration of insightful, experienced colleagues to deliver our services
- You demonstrate a strong affinity in financial services, exceptional communication, organization, and prioritization skills
Job Summary
Full Time
$58k-71k (estimate)
04/26/2024
05/09/2024
ceritypartners.com
FORT WORTH, TX
<25
2002
TOM KIRSTEN
$5M - $10M
Related Companies
About Cerity Partners
Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice. We serve high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations. Our advice, comprehensive oversight and fiduciary duties extend well beyond investments. We bring together all the experts necessary to address the various facets of a clients financial life, including attorneys, tax advisors, financial planners and investment professionals. This approach to advice and service along with our private partnership business model hav ...
e made us one of the premier investment advisers in the country, and a desired home for talented and passionate financial advisors who seek to serve clients the proper way. https://ceritypartners.com/award-disclosures Cerity Partners LLC reserves the right, to the extent permitted under applicable law, to retain and,monitor all electronic communications. Cerity Partners LLC is not responsible for content posted by third-parties, and does not accept any endorsement, recommendation, or like statement made by third-parties. Third-party content shared, liked, or commented on by Cerity Partners LLC should not be construed as a recommendation of any kind, and is deemed reliable but not guaranteed as to its value, accuracy, or suitability with respect to any person. Statements and messages are subject to the following terms: https://ceritypartners.com/terms-and-conditions/.
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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.
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 an Accountant.
Quotes from people on Staff Accountant job description and responsibilities
Staff accountants use computer programs for document creation, spreadsheets, presentations and email.
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Staff accountants are responsible for maintaining accurate records and catching mathematical and clerical errors.
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Staff Accountants prepare and review financial documents, reports, and statements.
03/26/2022: Lorain, OH
A staff accountant creates an accounting system that adheres to federal regulations and keeps order for all financial procedures.
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Staff Accountants must understand how businesses and enterprises work.
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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Staff Accountant jobs
To earn the credential, the accountant must pass the Uniform CPA Examination.
05/03/2022: Casper, WY
Consider pursuing continuing education.
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Knowledge of regulatory standards.
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Obtain Accounting Certification.
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Attend financial trainings.
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Step 3: View the best colleges and universities for Staff Accountant.
