What are the responsibilities and job description for the Accountant position at Candidate Experience site?
Cetera Financial Group is currently searching for a talented and passionate Staff Accountant to join our team. The Staff Accountant will report to the Accounting Manager and will be a key player in the Avantax accounting group. The position will be responsible for supporting various aspects of the monthly close and reporting of the financial results. The Staff Accountant will assist in implementing process improvements to help the team streamline and enhance efficiencies, promote the analysis and communication of results. The ideal candidate is a self-starter who collaborates well with team members. This is a hybrid role for our Dallas, TX office.
What you will do:
Participate in monthly closing process, including journal entries, financial statements and related variance/account analysis, with a primary focus on Avantax Planning Partners and Avantax Tax Practices
Perform daily/periodic cash entries, cash clearing and coordinate with business partner to resolve cash variances
Record and monitor recurring and ad hoc accruals to ensure expenses and revenues are recognized in the appropriate period
Perform ongoing accounts receivable tracking and reconciliation and work closely with the operation teams to compare records, investigate variances and resolve outstanding items
Prepare, review and maintain balance sheet reconciliations, and address any reconciling items in a timely manner
Support quarterly and year-end financial reporting and audit
Assist with integration activities associated with Avantax Tax Practices mergers & acquisitions
Analyze current procedures and recommend changes to develop and implement best practice accounting procedures
Continuously work to enhance the internal control framework. Ensure timely execution of controls
Partner with other teams/departments on ad hoc requests as determined by management
What you need to have:
BA/BS degree in Accounting or related fields with solid understanding of GAAP
2 years relevant accounting experience
Highly motivated with demonstrated ability to manage concurrent projects, highly adaptive with the fast-paced work environment, and collaborate effectively across business functions
Excellent organizational and time management skills with a high level of attention to detail
Strong technical, analytical, critical thinking, and problem-solving skills
Track record of taking initiative to resolve issues
Strong communication skills and the ability to interact effectively with all levels of management and work in a team-oriented environment
Technology savvy with intermediate to advanced proficiency in Excel, PowerPoint and Word
Experience with Oracle and Blackline (or similar systems) preferred
Experience in public accounting and broker-dealers preferred
CPA license a plus, but not required
Compensation:
The base annual salary range for this role is $55,000 to $75,000, plus a competitive performance-based bonus. Base annual salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Base annual salary may also differ significantly due to geography and cost of labor considerations.
#LI-Hybrid
Salary : $55,000 - $75,000