Participate in monthly closing process, including journal entries, financial statements and related variance/account analysis, with a primary focus on Avantax Planning Partners and Avantax Tax Practices
Perform daily/periodic cash entries, cash clearing and coordinate with business partner to resolve cash variances
Record and monitor recurring and ad hoc accruals to ensure expenses and revenues are recognized in the appropriate period
Perform ongoing accounts receivable tracking and reconciliation and work closely with the operation teams to compare records, investigate variances and resolve outstanding items
Prepare, review and maintain balance sheet reconciliations, and address any reconciling items in a timely manner
Support quarterly and year-end financial reporting and audit
Assist with integration activities associated with Avantax Tax Practices mergers & acquisitions
Analyze current procedures and recommend changes to develop and implement best practice accounting procedures
Continuously work to enhance the internal control framework. Ensure timely execution of controls
Partner with other teams/departments on ad hoc requests as determined by management

Requirements

BA/BS degree in Accounting or related fields with solid understanding of GAAP
2+ years relevant accounting experience
Highly motivated with demonstrated ability to manage concurrent projects, highly adaptive with the fast-paced work environment, and collaborate effectively across business functions
Excellent organizational and time management skills with a high level of attention to detail
Strong technical, analytical, critical thinking, and problem-solving skills
Track record of taking initiative to resolve issues
Strong communication skills and the ability to interact effectively with all levels of management and work in a team-oriented environment
Technology savvy with intermediate to advanced proficiency in Excel, PowerPoint and Word
Experience with Oracle and Blackline (or similar systems) preferred
Experience in public accounting and broker-dealers preferred
CPA license a plus, but not required

Benefits

Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
Easy access to mental health benefits to meet our team members and their families where they are.
20+ days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
Paid parental leave to support all team members with birth, adoption, and foster.
Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills

journal entriesfinancial statementsvariance analysisaccounts receivable trackingbalance sheet reconciliationsGAAPaccrualsfinancial reportinginternal control frameworkproblem-solving

Soft skills

highly motivatedorganizational skillstime managementattention to detailanalytical skillscritical thinkinginitiativecommunication skillscollaborationadaptability

Certifications

BA/BS degree in AccountingCPA license