Certified Public Accountant (CPA)

Job Description

Job Description

JG Wealth Management is currently seeking an accurate, experienced, and thorough accounting professional to join our wealth management team to work with our individual and institutional clients. Accountant responsibilities include auditing financial documents and procedures, reconciling bank statements and calculating tax payments and returns. To be successful in this role, you should have previous experience with bookkeeping and a talent for spotting numerical mistakes

You will be adding value to the wealth management team by providing individual and institutional clients with excellent accounting services.

Accountant Duties and Responsibilities

• Interact with clients on the phone, email, and in-person

• Manage all accounting transactions for assigned clients

• Preparing budget forecasts

• Publish financial statements in time

• Handle monthly, quarterly, and annual closings

• Reconcile accounts payable and receivable

• Ensure timely bank payments

• Compute taxes and prepare returns

• Manage balance sheets and profit/loss statements

• Audit financial transactions and documents

• Reinforce financial data confidentiality and conduct database backups when necessary

• Always maintain compliance with all state and federal regulations

• Maintain constant communication with the wealth management team and assigned clients

• Work collaboratively with other team members to achieve shared goals

• Educating firm’s financial advisors and estate planning attorneys about certain tax matters pertaining to common clients

• Attending prospective client meetings

• Community involvement

Requirements and skills

• Proficient in Microsoft Office

• Work experience as an accountant

• Excellent knowledge of accounting regulations and procedures, including the Generally Accepted Accounting Principles (GAAP)

• Hands-on experience with accounting software like FreshBooks and QuickBooks

• Advanced MS Excel skills including Vlookups and pivot tables

• Experience with general ledger functions

• Strong attention to detail and good analytical skills

• BSc in Accounting or relevant degree

• Certification of CPA

• Desire to attend professional development training regularly

Company DescriptionJG Wealth Management (JGWM) is a full service wealth management firm that subscribes to the idea that team member satisfaction is the key productivity and ultimately client satisfaction. We help clients with retirement planning, tax management, estate planning, financial planning and investment management. Ultimately, if it affects their bottom line we take the team approach to help clients navigate these matters whether it be in the form consultative services or active management.

We have three core activities at JGWM:

Client Service - This ranges from client acquisition to servicing client accounts

Professional Development - Staying current with the regulatory environment as well as always finding ways to better serve our clients

Community Involvement - Whether it be an alumni association or a sports league, we believe in being anchored in our communities.

Company Description

JG Wealth Management (JGWM) is a full service wealth management firm that subscribes to the idea that team member satisfaction is the key productivity and ultimately client satisfaction. We help clients with retirement planning, tax management, estate planning, financial planning and investment management. Ultimately, if it affects their bottom line we take the team approach to help clients navigate these matters whether it be in the form consultative services or active management.\r\n\r\n\r\n\r\nWe have three core activities at JGWM:\r\n\r\nClient Service - This ranges from client acquisition to servicing client accounts\r\n\r\nProfessional Development - Staying current with the regulatory environment as well as always finding ways to better serve our clients\r\n\r\nCommunity Involvement - Whether it be an alumni association or a sports league, we believe in being anchored in our communities.