What are the responsibilities and job description for the Staff Accountant position at Buckingham Wealth Partners?
Overview
We are looking for a Staff Accountant to join our growing team. The Staff Accountant is responsible for preparing and reviewing bookkeeping transactions, providing financial information to management, tracking and preparing taxes and ad hoc requests. A certain degree of creativity and latitude is required for this position.
Buckingham provides associates the opportunity to work a hybrid model. Teams are typically in the office 2 days per week and have the ability to work from home 3 days per week. This position requires some in-office work and cannot be 100% remote.
Essential Duties and Responsibilities
- Perform monthly close duties as assigned ranging from posting journal entries, preparing bank reconciliations, billing reconciliation, credit card reconciliation and lead sheets as well as financial statements for all entities
- Manage fixed assets and deprecation
- Process payments via ACH or wires
- Prepare inter-company transactions
- Prepare property tax filing
- Preparation and submission of 1099s
- Assist with annual budget process and quarterly forecast process
- Assist with audits of company information or other projects by retrieving supporting documentation from the accounting records
- Full knowledge of the revenue cycle
- Prepare daily AUM reports
- Assist with development of monthly reports/presentations for management to better measure business performance including AUM, financial data and profitability for each service channels
- Track and report profitability for key advisors
- Be involved in numerous ad hoc reporting functions and projects
- Provide support to team members as needed
- Provide support to other departments as needed
Required Skills and Experience
Education and/or Work Experience
- 1-2 years accounting work experience is required
- Bachelor’s Degree in Accounting or similar field
Specialized Skills
- Advanced Microsoft Excel knowledge
- Experience with Microsoft Great Plains
- Sarbanes Oxley
Other Qualifications
- Team player and collaborative; uses the resources of the firm
- Well-developed interpersonal and communication skills
- High personal standards
- Strong attention to detail and accuracy
- Organized with strong time management skills and the ability to multi-task and manage deadlines
- Quick learner
Buckingham’s Compensation and Benefits
This is a salaried position with an opportunity for an annual bonus and long-term incentives as well as a competitive benefits package and potential to purchase firm equity. Buckingham pays up to 100% of an associate’s medical and dental insurance premiums, life, long-term disability and accidental death insurance policies. We offer 12 weeks paid maternity, paternity and medical leave, empowered Paid Time Off to take as many PTO days as needed, profit sharing retirement plan, 401(k) plan, deductible reimbursement, tuition reimbursement, matching gifts and more.
Who is Buckingham Wealth Partners?
Founded in 1994, Buckingham Wealth Partners is comprised of Buckingham Strategic Wealth and Buckingham Strategic Partners. For investors, we offer Buckingham Strategic Wealth, a Registered Investment Advisor (RIA) firm with a nationwide presence that delivers wealth solutions through comprehensive, values-based financial planning and an investment approach built on evidence and facts. For advisors, we offer Buckingham Strategic Partners, a comprehensive wealth management platform that delivers practice support and management services engineered to free up an advisor’s workday so they can spend more time helping clients achieve their dreams of financial prosperity.Buckingham employs more than 500 associates in over 40 office locations nationwide.
Buckingham Wealth Partners is an Equal Opportunity Employer. We believe that diversity, equity and inclusion among our associates is critical to our core ‘Passion To Do Right’ and our collective success. All employment related decisions are based on ability, performance, and organizational needs without regard to age, citizenship, color, physical or mental disability, marital status, national origin, race, religion, sex, sexual orientation, gender identity, military or veteran’s status, genetic information or any class protected by applicable law or ordinance.
Buckingham’s Awards & Accolades
- Top Workplace in St. Louis, St. Louis Post Dispatch, 2022, 2021, 2020, 2019, 2018, 2017, 2016
- Top RIA Firms, Barron's, 2021, 2020, 2019, 2018, 2017
- Top 25 RIA, Financial Advisor Magazine, 2021, 2020, 2019, 2018, 2017
- Top 50 Fastest-Growing Firms, Financial Advisor Magazine, 2020, 2019
- Top Registered Investment Advisers, Financial Times, 2020, 2019
- Top 100 Wealth Managers, Forbes, 2015
- Top Grower in Missouri in 2022, Citywire RIA
- No. 6 on RIA Channel’s 2021 Top 100 Wealth Managers List