Staff Accountant

Talentify; Menomonee Falls (WI); On-site; USD 50,000 - 65,000; Full time

Benefits offered by this job

Medical Insurance

Dental

Vision

Life insurance

Disability Insurance

Parental Leave

EAP

401(k) with company match

FSA

Employee Stock Purchase Plan at 5%

Critical Illness Insurance

Accident Insurance

Transportation and Commuting Benefits

Banking Benefits

Pet Insurance

Job summary

The Staff Accountant role at Wintrust’s TRICOM team focuses on payroll reconciliation, client financial statements, and monthly internal audits to ensure accuracy and regulatory compliance. Key duties include quarterly payroll reporting, tax form preparation, general ledger tasks, and maintaining GAAP standards while driving process improvements within client engagements.

Required: Bachelor’s in Accounting and at least 2 years of related experience, strong Excel skills, and excellent

Qualifications

• Bachelor’s Degree in Accounting is required.
• Minimum of 2 years of related experience.
• Excel experience – medium to high proficiency.
• Excellent organizational and time management skills.
• Ability to multitask to accommodate rapidly changing priorities.
• Possess sound analytical problem-solving and documentation skills.
• Ability to understand quality standards for own work and check own work.
• Ability to write and speak clearly in all verbal communications, one on one or in small groups.

Responsibilities

• The Staff Accountant will reconcile and prepare quarterly payroll reports and forms, to prepare client financial statements, and to function as an internal auditor each month for all the processes.
• Quarterly payroll reporting:
• Reconciliation of the payroll processes and determination of the correct venues for taxes withheld
• Reconciliation of tax payments and development of a quarter-end report
• Determine who is responsible for additional costs in the event of errors
• Prepare quarterly and annual tax forms
• Create and review W-2 forms.
• General Ledger Accounting:
• Assist and counsel clients to transfer all financial information to the company
• Determine proper treatment of client’s checks/register following GAAP and prepare monthly statements
• Reconcile client bank statements
• Respond to general financial questions the client may have
• Internal Audit Functions:
• Prepare monthly reports and audit internal process the company does for its clients
• Determine where processing is lacking and train staff when errors occur
• Develop and assess internal/external processes to better serve the clients

Skills

Analytical thinking

Multitasking

Time management

Communication

Documentation

Education

Bachelor's Degree in Accounting

Tools

Excel

Job description

Wintrust provides community and commercial banking, specialty finance and wealth management services through its 16 bank charters and nine non-bank businesses. Wintrust delivers the sophisticated solutions of a large bank while staying true to the relationship-focused, personalized service of our community banking roots. We serve clients in all 50 states with more than 200 branch banking locations in Illinois, southwestern Florida, northwestern Indiana, west Michigan and southern Wisconsin and commercial banking offices in Chicago, Denver, Milwaukee, Grand Rapids, Mich., and in key branch banking locations throughout Illinois. Our people are the heart of our business and we are proud to rank consistently as a top place to work. Wintrust is a $66 billion financial institution based in Rosemont, Illinois, and listed on the NASDAQ Global Select Market under the symbol “WTFC.”

TRICOM was founded in 1989 by a group of industry professionals who felt there was a better way to meet the payroll funding, payroll processing, accounts receivable finance and full back-office service needs of the staffing industry. We are a dynamic company committed to growth and continually striving to exceed client expectations. If you are looking for a long-term career opportunity with a very strong employee centric and close-knit culture, then TRICOM is the place you want to be.

Why join us?

• An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 8 years) and Employee Recommended award by the Globe & Mail (past 6 years)
• Competitive pay and discretionary or incentive bonus eligible
• Comprehensive benefit package including medical, dental, vision, life, a 401k plan with a generous company match and tuition reimbursement to name a few
• With 175+ community bank locations, we offer opportunities to grow and develop in your career
• Promote from within culture

Why join this team?

• You’ll work with multiple departments within TRICOM on an on-going basis, meeting amazing people along the way.
• We strive on teamwork to ensure we all are successful with our daily processes and tasks.
• Chances to learn and grow through new initiatives and multi-tasking.

What You'll Do:

The Staff Accountant will reconcile and prepare quarterly payroll reports and forms, to prepare client financial statements, and to function as an internal auditor each month for all the processes.

Quarterly payroll reporting:

• Reconciliation of the payroll processes and determination of the correct venues for taxes withheld
• Reconciliation of tax payments and development of a quarter-end report
• Determine who is responsible for additional costs in the event of errors
• Prepare quarterly and annual tax forms
• Create and review W-2 forms.

General Ledger Accounting:

• Assist and counsel clients to transfer all financial information to the company
• Determine proper treatment of client’s checks/register following GAAP and prepare monthly statements
• Reconcile client bank statements
• Respond to general financial questions the client may have

Internal Audit Functions:

• Prepare monthly reports and audit internal process the company does for its clients
• Determine where processing is lacking and train staff when errors occur
• Develop and assess internal/external processes to better serve the clients

Qualifications:

• Bachelor’s Degree in Accounting is required
• Minimum of 2 years of related experience
• Excel experience –medium to high proficiency
• Excellent organizational and time management skills
• Ability to multitask to accommodate rapidly changing priorities
• Possess sound analytical problem-solving and documentation skills
• Ability to understand quality standards for own work and check own work
• Ability to write and speak clearly in all verbal communications, one on one or in small groups

Benefits:

• Medical Insurance
• Dental
• Vision
• Life insurance
• Accidental death and dismemberment
• Short-term and long-term Disability Insurance
• Parental Leave
• Employee Assistance Program (EAP)
• Traditional and Roth 401(k) with company match
• Flexible Spending Account (FSA)
• Employee Stock Purchase Plan at 5% discount
• Critical Illness Insurance
• Accident Insurance
• Transportation and Commuting Benefits
• Banking Benefits
• Pet Insurance

Compensation:

The estimated annual salary range for this role is $50,000-$65,000, along with eligibility to earn an annual bonus. Actual salaries may vary based on several factors, such as a candidate’s qualifications, skills, and experience.

#LI-Onsite

From our first day in business, Wintrust has been proud to serve a variety of unique communities and people from all walks of life. To build a company that reflects the communities we serve, we believe that fostering a unique and inclusive workplace where everyone feels valued and empowered to succeed will support our ongoing success. Wintrust Financial Corporation, including community banking and financial services subsidiaries, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, disability, veteran status, genetic information, and other legally protected categories.