Job Description
Job DescriptionSalary: $55,000-60,000/ year
Join CSI Group A Thriving Career Awaits You!
CSI Group is a dynamic and rapidly growing company headquartered in Wall, NJ, with over 20 locations across New Jersey and New York. As a family-owned business, we pride ourselves on delivering personalized services to individuals and families, specializing in Individual Income Tax Preparation, Tax Planning, Trust & Estate Tax Preparation, Will & Estate Planning, and Retirement and Financial Planning.
Our commitment to excellence has made CSI Group a recognized and trusted name in New Jersey. With an aggressive expansion strategy and a rapidly growing market presence, we are on the path to becoming a dominant force in our industry. We are passionate about nurturing career-minded individuals who thrive in fast-paced, growth-oriented environments. Our culture is built on promoting from within, offering a clear pathway to success for motivated team members. Whether you're just starting your career or looking to take it to the next level, CSI Group provides the support, development, and opportunities you need to excel.
Be part of a team that values your contributions and invests in your growth!
Role Summary:Complete payments and controls expenses by receiving, processing, verifying and reconciling invoices. Collect vendors tax information for those that receive 1099.
Responsibilities:
- Review all invoices for accuracy, appropriate documentation and approval
- Post invoices to QuickBooks and ensure all coding and classifications are correct
- Scan copies of supporting documentation (ex: Invoice, Payment Confirmations, Purchase Orders) to QuickBooks entries for easy access and review
- Ensure invoices are being recorded in the proper period
- Schedule approved payments (check, online, credit card) and prepare checks for signature
- Maintain excel spread sheet, tracking recurring monthly expenses
- Post payments to QuickBooks once they are made
- Reconcile monthly credit card statements
- Solve accounts payable inquires in a timely and prompt manner
- Assist with other accounting duties as necessary
Professional & Personal Qualifications:
- 3 plus years of proven work experience in an Accounts Payable environment strongly preferred.
- Strong working knowledge of the AP process within QuickBooks strongly preferred.
- Strong interpersonal and communication skills
- Proficiency in Excel is required.
- Attention to detail is required,
- Bachelors degree in accounting, finance, or related field preferred.
***Competitive compensation in addition to a full range of medical, financial, and/or other benefits.