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Staff Accountant

Company: Apollon Wealth Management
Location: Mount Pleasant
Posted on: May 27, 2023

Job Description:

Staff AccountantReports to: CFOStatus: Exempt -Responsibilities:

  • Reconcile and/or process accounts payable and receivables
  • Reconcile and/or process advisor commissions and fees
  • Assist Senior Accountant with month-end close and GL account reconciliation
  • Input and track all deposits and separate them out for advisor billing
  • Receives, records and banks cash, checks and vouchers
  • Maintain and uphold all documentation and record keeping policies for revenue and expenses
  • Codes all transactions and records journal entries at detail level in accordance with internal accounting guidelines
  • Reconciles and report discrepancies found in records
  • Download, record, and reconcile all bank and credit card accounts
  • Supports leadership with ad-hoc financial reporting requests and special accounting/finance projects
  • 1099 processing including W-9 administration, vendor setup and annual filings
  • Respond to federal and state/local tax authority notices as requested
  • Operates computers programmed with accounting software to record, store and analyze information.
  • Complies with federal, state and company policies, procedures and regulations.
  • Compiles statistical, financial, accounting or auditing reports and tables pertaining to such matters as cash receipts, expenditures, accounts payable and receivable, and profits and losses.
  • Assist Senior Accountant and Controller with onboarding affiliate firms to Apollon's accounting platforms and technologies - -Minimum Education:
    • Bachelor's Degree in finance and accounting preferred -Skills and Experience:
      • 1-3 years of experience in a similar role or industry
      • Knowledgeable of basic accounting principles, chart of accounts, and financial statements
      • Proficient in excel
      • Proficient in accounting software
      •, Sage Intacct experience a plus, but not required -Firm Requirements:
        • Must maintain client confidentiality
          • Ability to ensure compliance of firm's policies and procedures
          • Attention to detail with strong oral and written communication skills
          • Ability to prioritize and multitask
          • Strong interpersonal skills
          • Strong organizational and documentation skills
          • Creative, flexible, and persistent in completing tasks
          • Strong initiative; ability to work independently
          • Very experienced in MS Office Suite (Windows, Word, Excel, Email) -Powered by JazzHR

Keywords: Apollon Wealth Management, Mount Pleasant , Staff Accountant, Accounting, Auditing , Mount Pleasant, South Carolina

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