**NO RECRUITERS PLEASE**
Strategic Wealth Planning
Founded in 2003, Strategic Wealth Planning (SWP) is a growing boutique financial services firm with offices in North Dallas. SWP is dedicated to providing industry-leading financial plans to safeguard clients and their families, strengthen clients’ businesses, and preserve and enhance clients’ estates. SWP is perfect for a driven, self-starter who enjoys working in a small firm setting.
Description of Duties*
- Process all financial transactions for internal companies and external bookkeeping clients.
- Prepare monthly, quarterly, and annual financial reports for internal companies and external clients.
- Audit and research transactions and discrepancies as needed.
- Reconcile balance sheet accounts.
- Communicate directly with bookkeeping clients, answering questions, completing research, and assisting as necessary.
- Issue all periodic and special invoicing.
- Prepare Accounts Payable and Accounts Receivable reports.
- Process semi-monthly payroll.
- Calculate and submit semimonthly and annual SIMPLE retirement plan contributions for individuals and SWP.
- File and submit state and federal payroll and unemployment tax payments, returns, and reports for internal companies and external clients.
- Calculate, report, and distribute 1099s and W-2s for internal companies and external clients.
- Process Accounts Payable transactions for internal companies and CEO.
- Coordinate with external CPA as needed to gather documentation and provide reporting for federal tax returns for internal companies and CEO.
- Track daily cash position and perform bank reconciliations for internal companies and CEO.
- Maintain cash flow reporting and predictive cash flow management.
- Assist in editing company blog and newsletter.
- Backup Executive Administrator for greeting guests, answering phones, and preparing for meetings.
*This job description outlines primary duties and requirements and is not intended to identify all tasks that may be performed; individuals occupying the position may be required to perform other duties. The company may modify job duties from time to time, either in practice or in writing.
Summary of Qualifications
- Bachelor’s degree in accounting or relevant significant industry experience.
- Full service financial transaction and reporting experience preferred.
- Proficient with Microsoft Office applications.
- Knowledge of QuickBooks preferred.
- Ability to handle confidential information with discretion.
- Excellent written and verbal communication skills.
- Excellent organizational and time management skills, attention to detail, and proven ability to meet deadlines.
- Ability to interact professionally with clients, associates, vendors, etc.
- Life and Health and/or securities licenses are a plus.
To Apply
- Submit Resume
- Cover Letter Required
**NO RECRUITERS PLEASE**
