ACCOUNTING ADVISOR II

Job Summary

The person in this position is required to have a keen understanding of accounting principles and functions. This position works in close partnership with tax and accounting teams on various projects requiring effective and timely accounting, payroll, and reporting tasks.

At Wymer Brownlee Wealth Strategies we enjoy what we do and the people we do it with. We believe that what we do matters and is exemplified by the level of trust and customer services we deliver. We earn the trust and confidence of our team members, clients, their families and the communities in which we serve by upholding a personal value system based on honesty, integrity and gratitude.  We support all policies, procedures, and programs which build and sustain our internal culture.

Essential Functions and Accountabilities include, but are not limited to

Collect, record and analyze financial information for individuals and businesses. Functions include but are not limited to; timely and accurately post journal entries, update financial statements, prepare monthly financial reports, calculate payroll taxes, auditing and maintaining accounts receivable and accounts payable.

Carry out financial data analysis and forecasting.

Manage and maintain positive client relationships; including service requests, scheduling meetings, assisting in completing paperwork and forms, and providing all information to the client. Respond to all phone calls and emails within 24 hours.

Build a demonstrated understanding of Wymer Brownlee products and services.

Build a confident, respectful relationship with tax and accounting teams.

Maintain professional and technical knowledge and adherence to any and all requirements as they pertain to payroll and accounting practices by attending CPE workshops, classes; renew professional publications as necessary.

Participate in team meetings; bring tax director up-to-date and identify any barriers in accomplishing tasks.

Adopt and assure the consistent use of repeatable processes to assure the firm maintains operational efficiencies.

Other accountabilities as required.

Wymer Brownlee Core Values

Make it Matter

We, Not Me

Status Quo is Not Our MO

Supervisory Responsibilities

This position has no supervisory responsibilities

Experience, Education and Licensure

College degree in accounting or related field; a minimum of three years’ experience in and understanding of full general ledger, payroll tax reports, and debit/credit skills. Advanced QuickBooks knowledge and experience in a multi-client environment are preferred. Experience in tax preparation is a plus. Fluency in UltraTax is desired but not required.