Purpose/Summary : Individual contributor primarily responsible for coding and entering all financial transactions and preparing all financial reports for internal companies and external clients.
Strategic Wealth Planning
Founded in 2003, Strategic Wealth Planning (SWP) is a growing boutique financial services firm with offices in North Dallas. SWP is dedicated to providing industry-leading financial plans to safeguard clients and their families, strengthen clients’ businesses, and preserve and enhance clients’ estates. SWP is perfect for a driven, self-starter who enjoys working in a small firm setting.
Description of Duties*
· Process all financial transactions for internal companies and external bookkeeping clients.
· Prepare monthly, quarterly, and annual financial reports for internal companies and external clients.
· Audit and research transactions and discrepancies as needed.
· Reconcile balance sheet accounts.
· Communicate directly with bookkeeping clients, answering questions, completing research, and assisting as necessary.
· Issue all periodic and special invoicing.
· Prepare Accounts Payable and Accounts Receivable reports.
· Process semi-monthly payroll.
· Calculate and submit semimonthly and annual SIMPLE retirement plan contributions for individuals and SWP.
· File and submit state and federal payroll and unemployment tax payments, returns, and reports for internal companies and external clients.
· Calculate, report, and distribute 1099s and W-2s for internal companies and external clients.
· Process Accounts Payable transactions for internal companies and CEO.
· Coordinate with external CPA as needed to gather documentation and provide reporting for federal tax returns for internal companies and CEO.
· Track daily cash position and perform bank reconciliations for internal companies and CEO.
· Maintain cash flow reporting and predictive cash flow management.
· Assist in editing company blog and newsletter.
· Backup Executive Administrator for greeting guests, answering phones, and preparing for meetings.
*This job description outlines primary duties and requirements and is not intended to identify all tasks that may be performed; individuals occupying the position may be required to perform other duties. The company may modify job duties from time to time, either in practice or in writing.
Summary of Qualifications
· Bachelor’s degree in accounting or relevant significant industry experience.
· Full service financial transaction and reporting experience preferred.
· Proficient with Microsoft Office applications.
· Knowledge of QuickBooks preferred.
· Ability to handle confidential information with discretion.
· Excellent written and verbal communication skills.
· Excellent organizational and time management skills, attention to detail, and proven ability to meet deadlines.
· Ability to interact professionally with clients, associates, vendors, etc.
· Life and Health and/or securities licenses are a plus.
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