Senior Accountant

SUMMARY

Aid accounting department management in preparing various financial statements, tax returns, and accounting reports.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Prepare monthly, quarterly, and year-end statements and financial reports.
• Reconcile and analyze ledger accounts.
• Perform accounting and related reporting for the Investment portfolio(s).
• Facilitate communication between departments and Accounting to resolve challenges crossing departmental lines.
• Handle all aspects of Agent compensation, yearend reporting, and 1099s.
• Stay updated with industry issues and developments impacting the department or organization.
• Participate in the development and implementation of accounting systems as requested.
• Act as supervisor for Accounting employees as requested.

EDUCATION AND/OR EXPERIENCE

• Bachelor’s degree from four-year college or university, majoring in Accounting or related field is required.
• CPA is preferred.
• Minimum of three years of relevant experience is preferred.

SKILLS AND ABILITIES

• Analytical skills.
• Written communication skills.

• PHYSICAL DEMANDS

  The physical demands described here are representative of those that must be met by an employee in order 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 use hands and fingers to handle and manipulate objects and/or operate equipment and perform continuous operation of a personal computer for four hours or more while sitting.