Our client is a privately held investment and advisory firm that has grown into a global organization. It provides wealth management and financial solutions for individuals, families, nonprofits, and institutions, focusing on long-term strategy and client success. The Senior Client Accounting Associate will support high-net-worth clients with complex financial affairs and serve as a trusted partner to clients, advisors, and CPAs. This is a Full-time, Direct Hire opportunity based in Norfolk, VA, with a salary range of $60,000 to $75,000 with bonus potential.
Responsibilities
- Maintain complete records and prepare checks for client’s foundations, trusts, partnerships, and LLCs.
- Reconcile accounts on a monthly basis.
- Prepare checks for charitable contributions for individuals and foundations as directed.
- Organize income tax return information for individuals, trusts, partnerships, and foundations.
- Prepare detailed year-end tax information for third-party accountants.
- Understand and document taxable events.
- Process bills for payment, including using bill.com, and write checks for expenses such as bills, payroll, investments, and gifts.
- Communicate with clients to receive approval for invoice processing and cash movement activities.
- Oversee the reconciliation of client checking accounts.
- Record accounts receivables and deposits in various bank accounts.
- Maintain general ledger accounts and prepare monthly financial statements and reports.
- Assist team members and serve as backup for colleagues.
- Research and complete special projects, developing solutions on the client’s behalf.
- Work with CPAs to answer questions and serve as a point of contact.
- Assist with tax filings and payments.
- Maintain strict confidentiality of client financial information.
- Participate in client meetings as requested.
- Prepare payroll, calculate payroll taxes, and prepare quarterly and annual tax documents for employees of clients.
- Research health insurance options as needed.
Qualifications
- 1-3 years of partnership accounting experience preferred.
- QuickBooks Enterprise and Microsoft Excel proficiency.
- Accuracy and attention to detail.
- Ability to multi-task and prioritize tasks.
- Experience in individual tax is a plus.
- Ability to work in the Norfolk office location.
- Authorized to work in the United States without current or future employer-sponsored work authorization.
What the client offers
- Medical, Dental, and Vision coverage
- Wellness program participation incentive
- Financial wellness program
- Fitness event fee reimbursement
- Gym membership discounts
- Colleague Assistance Program
- Telemedicine Program
- Adoption benefits
- Daycare late pick-up fee reimbursement
- Basic Life & Accidental Death & Dismemberment Insurance
- Voluntary Life & Accidental Death & Dismemberment Insurance
- Short Term Disability
- Paid parental leave
- Group Long Term Disability
- Pet Insurance
- 401(k) with 50% employer match up to IRS limit (4-year vesting)
Our Equal Employment Opportunity Policy:
Employment Enterprises, Inc. is an equal employment opportunity employer. We recruit, employ, assign, train, compensate and promote without regard to race, color, sex, age, disability, religion, national origin, marital status, sexual orientation, ancestry, U.S. Veteran status, or any other protected category under applicable law.
Employment Enterprises, Inc. is the parent company of Temporary Solutions, Inc. Temporary Solutions is a workforce solutions company based out of 10550 Linden Lake Plaza, Suite 200, Manassas, VA 20109. You can reach our recruiters about this job and more at 703-361-2220 or email recruiters@eeihr.com.
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