What are the responsibilities and job description for the Accounting Associate position at SageSpring Wealth Partners?
Job Summary:
SageSpring Wealth Partners is seeking an Accounting Associate to join our accounting team. The Accounting Associate will be responsible for managing and processing the company’s invoices, ensuring timely payments, and maintaining accurate financial records. This position will also be responsible for processing credit card purchases, collecting receipts and posting transactions. The ideal individual will have the ability to exercise good judgement in a variety of situations, with strong written and verbal communication, time management, and organizational skills, and the ability to maintain balance among multiple priorities.
Job Duties & Responsibilities:
- Oversee, receive, review, and verify invoices for accuracy.
- Enter invoices into the accounting system in a timely manner.
- Ensure that all invoices are paid within terms and according to company policies.
- Prepare and process payment batches for vendors, ensuring accurate payment.
- Maintain organized files of vendor records, invoices, and related documents.
- Enter any quarterly expense accruals as necessary.
- Prepare tax related documents such as 1099s.
- Request credit card receipts for proper accounting of purchases.
- Enter all credit card purchase into the accounting system.
- Maintain revenue receipts and post entries into the accounting system.
- Reconcile receipts to bank statements.
- Financial Advisor Expense Reporting/Expensify maintenance. Review monthly expense reports for compliance with tax regulations, confirm accuracy of category coding, and verify backup documentation.
- Perform other duties as needed
Required Qualifications:
- College degree or 2-5 years of related experience.
- Intermediate Microsoft Office and Excel skills.
- Strong work ethic and a quick learner.
- Strong attention to detail and ability to multi-task while maintaining accuracy.
- Able to work independently, as well as collaboratively with others.
- Able to work on-site in Franklin, TN.
- Working knowledge of Sage Intacct is helpful but not required.
Physical Demands:
- Ability to work in a traditional professional office setting or remote equivalent
- Prolonged periods of sitting at a desk and working on a computer
- Advanced computer skills and ability to effectively operate computer equipment, software systems and databases
- Work schedule may vary and is determined by project schedules
- Ability to efficiently operate all job-related office equipment
- Ability to communicate via telephone, computer and work in virtual teams
- Must be able to lift up to 15 pounds at a time
- Ability to travel using personal vehicle to other meeting locations as needed
- The responsibilities may require occasional travel which may include overnight stays
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About SageSpring:
This is an exciting opportunity to join a Forbes’ Best-In-State Wealth Advisors recipient, and the Tennessean’s Top Workplace for the last five consecutive years (2020-2024). Since 2002, our purpose has remained the same: to educate and guide our clients to reach their highest financial goals. We listen to our clients to understand their lives, creating sensible, holistic financial plans that put their best interests first. Don’t miss your opportunity to work with a high performing team in a positive, energetic environment where you’ll know you’re truly appreciated and making a difference.
Rewards & Culture:
- Great Benefits – Including: Health Insurance, Dental, Vision, 401K, Life Insurance, Short-Term and Long-Term Disability, Paid Vacation and Holidays.
- #1 Culture – Join and grow in an award-winning culture where you’ll look forward to Monday.
- Inspiring Leadership – Our leaders truly embody the definition of servant leadership. They inspire our teams to flourish thought an energetic, positive, fun, and highly supportive work environment.
- Team Engagement – Build genuinely special relationships and bonds throughout your team and across the company and partners.
- High Performance - Our motto, “Humble, Hungry, and Smart,” is truly exemplified from the top down.
- Continuing Education - Let us help you transform your career goals and educational accomplishments into opportunities and successes.
- Community Involvement – We’re passionate about supporting our community and encourage each office to choose a charity or cause to champion.
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The specific statements shown in each section of this description are not intended to be all-inclusive. They represent typical elements and criteria necessary to successfully perform this position. Employees must conduct business in accordance with applicable laws, regulations, professional standards and ethical standards and report potential compliance or ethical issues to a manager or the Human Resources Department. SageSpring Wealth Partners affirms our commitment to make reasonable accommodation for employees with disabilities, unless the accommodation would impose an undue hardship on the operation of our business. Please see the Human Resources Department for additional information.