Bookkeeping Specialist

Position Summary: Are you someone with impeccable attention to detail, who thrives in the rule-oriented world of accounting? Is organizing financial data a passion, like a puzzle you can’t wait to solve? If yes, we believe you would be an outstanding fit on our wealth management team. This is an excellent opportunity for a motivated individual in their accounting career who is eager to grow within a dynamic, client focused organization. Primary Responsibilities Record and reconcile daily financial transactions for a multitude of different businesses, ensuring records are accurate, organized, and up to date. Maintain and update the general ledger on a regular basis Prepare monthly bank reconciliations and assist with month-end close procedures, including journal entries for payroll, depreciation, and interest. Generate routine financial reports and summaries for internal and external review Maintain organized and confidential financial files and documentation Support clients with financial, software, and payroll questions Monthly filing of sales tax returns Annual preparation of Forms 1099 Required Qualifications: 1–2 years of bookkeeping or accounting experience Able to work independently on project type assignments Knowledge of QuickBooks required, including QuickBooks online Strong MS Office skills Superior analytical and problem resolution skills with strong attention to detail and organizational skills Willingness to work until work is done, which may require extended hours to meet team needs Bachelor’s degree preferred but not required Excellent oral and written skills Strong communication skills and the ability to work collaboratively in a fast-paced team environment You understand the need to provide a world-class customer experience You value the collaboration of insightful, experienced colleagues to deliver our services You demonstrate a strong affinity in financial services, exceptional communication, organization, and prioritization skills Physical Requirements: Prolonged periods sitting at a desk and working on a computer Why Cerity Partners: Our people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total rewards package: Health, dental, and vision insurance – day 1! 401(k) savings and investment plan options with 4% match Flexible PTO policy Parental Leave Financial assistance for advanced education and professional designations Opportunity to give back time to local communities Commuter benefits Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law. Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to View email address on click.appcast.io . Applicants must be authorized to work for any employer in the U.S. #J-18808-Ljbffr