Accounting Specialist

Wymer Brownlee Wealth Strategies is an integrated wealth management, tax, and accounting firm serving individuals, families, and businesses across Oklahoma. With offices in Oklahoma City, Edmond, Tulsa, Enid, Bartlesville, Ponca City, and Fairview, our team of approximately 60 professionals brings tax, accounting, and financial planning expertise together under one roof so clients receive coordinated guidance on every part of their financial lives. We are committed to developing our people, investing in their growth, and building a culture where talented professionals can do meaningful work and build lasting careers.

Job Summary

Manages the firm’s day-to-day financial process, including accounts payable, accounts receivable, payroll, general ledger maintenance, account reconciliations, period close, preparation of monthly or quarterly financial statements, and monthly bank reconciliations. This position works under the direction of the CFO and serves as the primary point of contact for day-to-day accounting transactions across the firm.

At Wymer Brownlee Wealth Strategies (WBTFM, Inc.), we enjoy what we do and the people we do it with. We believe that what we do matters and is exemplified by the level of trust and customer service we deliver. We earn the trust and confidence of our team members, clients, their families and the communities in which we serve by upholding a personal value system based on honesty, integrity and gratitude. We support all policies, procedures, and programs which build and sustain our internal culture.

Location of Job Position

We are hiring for one Accounting Specialist position, and we are posting this job in two markets: Enid, OK, and Oklahoma City. Wherever we find the best candidate, that will be their office for in-person work.

Pay: $23-$26 per hour

Essential Functions and Accountabilities: Include, but are not limited to -

1. Payroll. Prepare and process semi-monthly payrolls for all offices through ADP under the authority of the CFO, including review of employee timesheets. This position manages the post-payroll process, which includes QuickBooks journal entries and posting and paying 401(k) payments.

2. Accounts receivable and collections. Assist in the client billing process on the tax and accounting side of the firm, including pass-through charges for Logmeln and ADP. Additionally, this position prepares monthly accounts receivable statements, posts client payments, monitors aging, and conducts follow-ups on past-due accounts. This position will be responsible for escalating payment arrangements or other appropriate actions to the CFO and billers.

3. Accounts payable. Manage the accounts payable process, including vendor setup, coding and entry of vendor invoices, paying bills, and annual 1099 preparation.

4. Reconciliations, close, and financial statements. Reconcile monthly bank and credit card statements. Assist CFO in quarterly close process. Maintain organized records and be able to answer questions regarding client and vendor accounts.

5. Confidentiality. Safeguard compensation, payroll, and financial information for all employees and the firm, and share it only with authorized individuals.

6. Process discipline. Adopt and ensure the consistent use of repeatable processes and internal controls so the firm maintains operational efficiency and accurate records.

7. Relationships. Build and maintain courteous and professional relationships with employees, vendors, and clients.

8. Other accountabilities as required.

Supervisory Responsibilities

This position has no supervisory responsibilities.

Experience, Education, and Licensure

Three to five years of full-cycle bookkeeping experience, including payroll, are preferred. Demonstrated understanding of the general ledger, account reconciliations, payroll tax reporting, and debit/credit principles. Advanced knowledge of QuickBooks and experience with ADP payroll preferred. Associate degree in accounting or a related field, or equivalent experience, preferred.

Competencies

Accountability/Initiative. Accepts personal responsibility for the quality and timeliness of work. Exhibits attention to detail; acknowledges and corrects mistakes. Makes no excuses or casts blame. Carries their fair share of the workload without waiting to be asked to take action. Follows up personally and monitors progress to ensure progressive movement of tasks. Can be counted on to complete commitments without being micromanaged.

Attendance/Punctuality/Dependability. Comes to work on time every day. Is fully prepared and ready to work at beginning of work schedule and continues until workday is done. Makes appropriate arrangements when adverse weather or other problems might delay on-time arrival. Conforms to work hours and schedule. Alerts supervisor and others appropriately when unexpected problems cause absence, lateness, or the need to leave early.

Support Focus. Builds relationships with clients and coworkers; is aware of their needs to meet or exceed expectations; provides a WOW! Experience. Gains trust and always offers respect. Actively seeks feedback from clients and coworkers on the quality of service provided. Does not take issues personally and is quick to resolve concerns. Applies knowledge of products and services to meet client requirements and support for fellow team members. Recognizes that collections and other payment conversations are sensitive and may become difficult; handles them with tact, discretion, and composure. Always maintains professionalism, even in difficult situations.

Communication Skills.Presents ideas clearly and effectively without offending others. Listens attentively and with objectivity; asks good questions. Communicates well verbally and in writing. Keeps supervisor and coworkers informed; ensures information and ideas flow in appropriate directions. Identifies and communicates any obstacles in accomplishing tasks.

Ethics and Integrity. Builds trust. Respects and maintains confidentiality. Admits mistakes despite the potential for negative consequences. Always defines and practices moral and ethical behavior. Avoids situations and associations that could be considered inappropriate. Honest and transparent in all dealings. Upholds and models our core values; acts in such a way as to be the person others look up to.

Job Knowledge and Continuous Improvement. Strives to be an expert in their job and serves as a resource to others to help solve problems and improve performance. Actively acquires new skills and input from others. Views constructive criticism and negative experiences as learning opportunities. Open to suggestions and new ideas.

Managing Change. Adapts easily to changing conditions and work responsibilities. Supports the evolution of the firm and those around you. Able to acknowledge and work comfortably with people of differing styles, temperaments, and preferences. Bounces back quickly from setbacks and frustrations.

Professional Presence. Dresses appropriately for the position and role. Presents a well-groomed, clean and neat appearance. Appearance does not call undue or inappropriate attention to self. Appearance represents organization well.

Results Focused. Sets high goals and strives to achieve them. Seeks performance feedback and uses it to improve self. Stays on task despite distractions and interruptions. Demonstrates persistence; meets deadlines. Exhibits initiative. Has a strong sense of urgency about solving problems and getting the job done.

Team Focus. Is aware of how their job affects coworkers and the morale and heartbeat of the team. Maintains an upbeat, positive attitude. Fulfills commitments to other team members. Puts team success ahead of individual success. Balances team and individual responsibilities. Does not monopolize credit for others’ work.

Work Environment

The work environment characteristics described are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The work environment is typical of an indoor, office setting.

Physical Functions

The physical demands described are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is frequently required to sit; talk; or hear. The employee is occasionally required to stand; walk; use hands to finger, handle, or feel; reach with hands and arms; and stoop; kneel; or crouch. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision and depth perception.

Pay: $23.00 - $26.00 per hour

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Retirement plan
• Vision insurance

Work Location: In person

Salary : $23 - $26