Prepare and review monthly bank reconciliations for custodial accounts in investor accounting. Collaborate with internal teams and assist in audits while maintaining regulatory compliance.
About the role
- Accounting Specialist responsible for managing client portfolios and delivering financial reports. Engaging in payroll processing, reconciliations, and maintaining strong client relationships at Elevated Advisory & Accounting.
Responsibilities
- Drive Client Financial Success by managing a portfolio of clients
- Prepare accurate monthly financial reports
- Process payroll with precision and compliance
- Reconcile accounts and resolve discrepancies
- Communicate proactive updates and identify issues early
- Maintain strong, trust-based client relationships
- Deliver Technical Excellence by accurately entering and reconciling transactions
- Collect and process payroll data, calculate deductions, and submit required filings
- Prepare clear, reliable financial statements for decision-making
- Maintain compliance with GAAP and payroll tax regulations
- Support special projects and firm initiatives as needed
Requirements
- 2+ years of payroll and bookkeeping experience (public accounting preferred)
- Proficiency in QuickBooks Online
- Strong understanding of payroll processing, deductions, commissions, and tax filings
- Experience with bank, credit card, and loan reconciliations
- Thorough understanding of payroll laws and IRS compliance requirements
- Experience with Google Workspace
Benefits
- 7 Paid Holidays (including your birthday!)
- PTO accrual after 3 months of employment
- Simple IRA with up to 3% employer match
- Professional certification support & performance bonuses
- Traditional Group Health Insurance with 50% premium coverage (employee-only)
- Revive Wellness Benefit (100% employer-paid): Telehealth primary care, access to up to 1,000 covered medications, and personalized health management support — no copays, no deductibles, zero out-of-pocket cost
- Monthly Phone Reimbursement: $35/month toward your mobile phone expenses
- Mentorship from our growth-focused CEO
- Clear career advancement pathways
- Professional development opportunities
- Exposure to a wide variety of industries and business models
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