Shareholder Services Staff Accountant

Morgan Corp.; Duncan (SC); On-site; USD 60,000 - 75,000; Full time

Benefits offered by this job

Competitive salary

Medical coverage

Dental coverage

Vision coverage

401K with match

PTO & holidays

Winter shutdown

Professional development

Job summary

Morgan Corp. in Duncan, SC is seeking a detail-oriented Staff Accountant to join the Shareholder Services team. You will support the preparation, analysis, and maintenance of financial information that underpins key financial, tax, and administrative decisions.

This role offers a collaborative environment with responsibilities ranging from ledger maintenance and monthly closings to tax data preparation and coordination with external professionals for accurate financial reporting.

Qualifications

• 4-year degree in Accounting or Finance.
• Excellent attention to detail and organizational skills.
• Excellent verbal and written communication skills
• Strong analytical and problem-solving skills
• Proficient in Microsoft Office Suite (Excel, Word, Outlook)

Responsibilities

• Maintain multiple general ledgers.
• Perform monthly close and financial reporting tasks.
• Prepare financial statements on an entity basis including balance sheet, income statement, and statement of cash flows.
• Oversee cash management including reconciliations and cash flow management.
• Provide budgeting and cash flow projections.
• Process accounts payable.
• Process accounts receivable.
• Perform accounting for brokerage accounts.
• Research and resolve issues or discrepancies identified as a result of reconciliation procedures.
• Assist third party tax provider with quarterly estimated tax calculations and make quarterly tax payments.
• Prepare data for and review annual tax returns.
• Coordinate with external professionals (CPA firms, Attorneys, etc.).
• Maintain, improve, and document processes and controls.

Skills

Attention to detail

Organizational skills

Verbal and written communication

Analytical thinking

Problem-solving

Education

4-year degree in Accounting or Finance

Tools

Excel

Word

Outlook

Job description

Shareholder Services Staff Accountant

Department: Finance

Employment Type: Full Time

Location: Duncan, SC

Reporting To: Chelsea Shapiro

Description

Morgan Corp. is seeking a detail-oriented Staff Accountant to join our Shareholder Services team. In this role, you will support the preparation, analysis, and maintenance of financial information that serves as the foundation for key financial, tax, and administrative decisions. This position offers an excellent opportunity to contribute to a collaborative team while ensuring the accuracy and integrity of critical financial data.

Key Responsibilities

• Maintain multiple general ledgers
• Perform monthly close and financial reporting tasks
• Prepare financial statements on an entity basis including balance sheet, income statement, and statement of cash flows
• Oversee cash management including reconciliations and cash flow management
• Provide budgeting and cash flow projections
• Process accounts payable
• Process accounts receivable
• Perform accounting for brokerage accounts
• Research and resolve issues or discrepancies identified as a result of reconciliation procedures
• Assist third party tax provider with quarterly estimated tax calculations and make quarterly tax payments
• Prepare data for and review annual tax returns
• Coordinate with external professionals (CPA firms, Attorneys, etc.)
• Maintain, improve, and document processes and controls

Skills, Knowledge and Expertise

• 4-year degree in Accounting or Finance
• Ability to maintain a chart of accounts and the general ledger
• Excellent attention to detail and organizational skills
• Excellent verbal and written communication skillsStrong analytical and problem-solving skills
• Proficient in Microsoft Office Suite (Excel, Word, Outlook, etc.)

Benefits

• Competitive salary based on experience and qualifications
• Comprehensive medical, dental, and vision coverage
• 401K with company match
• PTO, holidays, and paid winter shutdown
• Professional development and career growth opportunities