J.W. Cole Financial, Inc. Looking for Accounting Specialist at Tampa, FL Full Time

J.W. Cole Company Profile

J.W. Cole is a Tampa-based Broker-Dealer and Registered Investment Adviser providing robust service, operational, product, compliance, and practice support to approximately 500 Financial Professionals nationwide. At J.W. Cole, we recognize that we are as much in the relationship business as we are in the financial services business. Therefore, we are passionate about the importance of strong relationships between our Financial Professionals, clients, and the Home Office staff.

Job Summary

We are looking for a motivated and resourceful professional to join our Financial Operations team. In the role of Accounting Specialist, you will be responsible for processing vendor invoices, reconciling accounts, preparing financial statements, and ensuring accuracy of financial records. This person must exhibit a positive attitude, exceptional organization, resourcefulness, extraordinary planning & follow-up, and highly effective client-service skills.

Responsibilities

Responsibilities for the Accounting Specialist will include:

• Preparing and posting journal entries
• Conducting month-end and year-end closing activities as required
• Maintaining accounts payable and ensuring timely payment of invoices
• Performing technical accounting tasks, including financial report writing, account reconciliation, and account analysis
• Processing and reconciling accounts receivable and payables
• Handling payroll through outside vendor (no calculation of wages and deductions)
• Keeping chart of accounts up to date
• Various other projects as they present themselves (i.e., audits, budgets, etc.)
• Making recommendations that enhance processes and create efficiencies while maintaining proper accounting controls

Core Strengths And Skills

• Superstar in QuickBooks Online
• Demonstrable experience with Microsoft Excel is a requirement for this position, including pivot table.
• Proficiency in 10-key typing for data entry and numerical accuracy
• Excellent attention to detail and ability to maintain accurate records
• Strong analytical skills to identify discrepancies and resolve issues
• Ability to multi-task and work in a fast-paced environment

Education & Experience

• 3-5 years of AP and AR experience
• Solid understanding of bookkeeping and basic accounting principles
• 3+ years of QuickBooks Online experience
• Associates or Bachelor’s degree, or combination of education and experience

Job Details

• Full-time
• Location: Tampa, FL

Benefits

• 401(k)
• 401(k) matching
• Profit Sharing
• 100% Employer-paid health insurance for team member
• Paid Time Off

The Firm is currently only considering candidates living in the Tampa Bay area.