Firm Accountant Administrator

Stevens Foster Financial Advisors; BLOOMINGTON (MN); Hybrid; USD 70,000 - 90,000; Full time

Benefits offered by this job

Paid time off

401(k) and 401(k) matching

Health, dental and vision insurance

Disability insurance

Health savings account

Flexible spending account

Dependent care flexible spending</name

Life insurance

Parental leave

Job summary

Stevens Foster Financial Advisors in Bloomington, MN seeks a Firm Accountant Administrator to oversee all non-client facing functions under the direction of the General Manager. The role covers accounting, payroll, vendor payments, invoicing, banking, HR, recruiting, and benefits administration.

Candidates should have seven years of small firm accounting experience, QuickBooks Online proficiency, and an accounting degree with CPA preferred; hybrid schedule after 6 months.

Qualifications

• Seven years of small firm accounting experience.
• QuickBooks Online experience.
• Accounting degree and CPA license preferred.

Responsibilities

• All accounting and payroll processing functions
• Vendor payments
• Client invoicing, receivable collection, and banking deposits
• Approval of discretionary language in client agreements
• Drafting of monthly advisory fees from client accounts
• Financial reporting
• Banking relationships
• Human Resources
• Recruiting
• Fringe benefit selection, enrollment, and administration
• Performance management
• Tracking of tasks assigned by the General Manager
• Landlord relationships
• Liaison to information technology consultants

Education

Seven years small firm accounting experience

Accounting degree

CPA license preferred

Tools

QuickBooks Online

Job description

Firm Accountant Administrator

Stevens Foster Financial Advisors provides tax planning, tax return preparation, financial planning and investment advice to executives and professionals. We’re looking for a Firm Accountant Administrator to oversee all non-client facing functions within our firm under the direction of our general manager.

Our 40 year old firm has grown to approximately twenty professionals, serving several hundred tax and financial planning clients. We manage or administer over $750 million in client assets. Our primary mission is to grow our clients’ balance sheets via creative and ethical tax planning, comprehensive financial planning, and prudent investment management.

Responsibilities

• All accounting and payroll processing functions
• Vendor payments
• Client invoicing, receivable collection, and banking deposits
• Approval of discretionary language in client agreements
• Drafting of monthly advisory fees from client accounts
• Financial reporting
• Banking relationships
• Human Resources
• Recruiting
• Fringe benefit selection, enrollment, and administration
• Performance management
• Tracking of tasks assigned by the General Manager
• Landlord relationships
• Liaison to information technology consultants

Education and Experience Requirements

• Seven years of small firm accounting experience
• QuickBooks Online experience
• Accounting degree and CPA license preferred

Benefits

• Paid time off, paid holidays and voluntary paid time off
• 401(k) and 401(k) matching
• Health, dental and vision insurance
• Disability insurance (short term disability and long term disability)
• Health savings account
• Flexible spending account
• Dependent care flexible spending account
• Life insurance
• Parental leave

Schedule

• Monday to Friday
• Hybrid opportunity after 6 months