Position SummaryAre you someone with impeccable attention to detail, who thrives in the rule-oriented world of accounting? Is organizing financial data a passion, like a puzzle you can't wait to solve? If yes, we believe you would be an outstanding fit on our wealth management team.This is an excellent opportunity for a motivated individual in their accounting career who is eager to grow within a dynamic, client focused organization.Primary ResponsibilitiesRecord and reconcile daily financial transactions for a multitude of different businesses, ensuring records are accurate, organized, and up to date.Maintain and update the general ledger on a regular basisPrepare monthly bank reconciliations and assist with month‑end close procedures, including journal entries for payroll, depreciation, and interest.Generate routine financial reports and summaries for internal and external reviewMaintain organized and confidential financial files and documentationSupport clients with financial, software, and payroll questionsMonthly filing of sales tax returnsAnnual preparation of Forms 1099Required Qualifications1–2 years of bookkeeping or accounting experienceAble to work independently on project type assignmentsKnowledge of QuickBooks required, including QuickBooks onlineStrong MS Office skillsSuperior analytical and problem resolution skills with strong attention to detail and organizational skillsWillingness to work until work is done, which may require extended hours to meet team needsBachelor's degree preferred but not requiredExcellent oral and written skillsStrong communication skills and the ability to work collaboratively in a fast‑paced team environmentYou understand the need to provide a world‑class customer experienceYou value the collaboration of insightful, experienced colleagues to deliver our servicesYou demonstrate a strong affinity in financial services, exceptional communication, organization, and prioritization skillsPhysical RequirementsProlonged periods sitting at a desk and working on a computerWhy Cerity PartnersOur people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total rewards package:Health, dental, and vision insurance – day 1!401(k) savings and investment plan options with 4% matchFlexible PTO policyParental LeaveFinancial assistance for advanced education and professional designationsOpportunity to give back time to local communitiesCommuter benefitsCerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law.Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to careers@ceritypartners.com. Applicants must be authorized to work for any employer in the U.S.#J-18808-Ljbffr