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Job Requirements

Preferred Requirements


  • Bachelor degree in accounting
  • 2+ years of professional working/accounting experience
  • Excellent verbal and written communication skills
  • Strong analytical skills
  • Intermediate working knowledge of Microsoft Office Suite (Word, Excel, PowerPoint) with an emphasis on Excel (Pivot Tables, VLOOKUP’s)
  • Great Plains/ERP experience a plus
  • Bullhorn/CRM experience a plus
  • Quality driven individual who consistently and proactively follows-up on open items
  • Well organized individual
  • CPA candidate desirable

The Jacobson Group is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other legally protected characteristics.

The Jacobson Group is the leading provider of talent to the insurance industry. For nearly 50 years, Jacobson has been connecting organizations with insurance professionals at all levels across all industry verticals. We provide an array of services including executive search, professional recruiting, temporary staffing and subject matter experts.


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Accountant

The Jacobson Group Chicago Full-Time
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Summary

The Staff Accountant supports maintenance of the system of assigned controls and accounting processes and analyzes data for accuracy, timeliness, completeness, and consistency to support client, business and management needs.  Responsibilities include general ledger and cash management, journal entry preparation, bank reconciliations, sales and tax filings, monthly, annual, and quarterly tax filings, financial statement generation and other ad hoc reporting as needed.

 

Relationships

This salaried, non-exempt position will report directly to the Accounting Manager.


Specific Responsibilities


General Ledger Management


  • Prepares, reviews, and analyzes financial transactions to create journal entries using Microsoft Dynamics GP 2016 to support the month-end close process
  • Reconciles all balance sheet accounts monthly to the general ledger in Excel, creating any necessary adjusting journal entries in GP
  • Reconciles bank statements monthly
  • Maintains various schedules and detail sheets (Excel, Bullhorn) to validate transactions are complete and properly accounted for

Cash Management


  • Posts and records cash/ACH payments received for The Jacobson Group
  • Records and tracks commission payments

Insurance and Other Reporting


  • Works with the contracts team to meet all insurance reporting and audit requirements
  • Assists with Census, Workers Compensations Filings, and other business license and regulatory filings
  • Audits third party vendor management fees (VMS) and creates reporting as needed

Taxes


  • Maintains and updates sales tax grid for monthly, quarterly, and annual sales tax filings and payments
  • Complies with all other tax regulation and related payment reporting requirements 

Miscellaneous

  • Acts as the primary backup to the Accounting Coordinator and Accounts Receivable Coordinator
  • Aids in monthly financial statement generation and analysis (B/S, P&L, Cash Flow Statements)
  • Assists manager in a variety of ad hoc accounting assignments such as detailed account review and creating schedules for audit
  • Reviews status of day to day tasks and takes necessary steps with data providers or manager to ensure completeness
  • Other duties as assigned

Preferred Requirements


  • Bachelor degree in accounting
  • 2+ years of professional working/accounting experience
  • Excellent verbal and written communication skills
  • Strong analytical skills
  • Intermediate working knowledge of Microsoft Office Suite (Word, Excel, PowerPoint) with an emphasis on Excel (Pivot Tables, VLOOKUP’s)
  • Great Plains/ERP experience a plus
  • Bullhorn/CRM experience a plus
  • Quality driven individual who consistently and proactively follows-up on open items
  • Well organized individual
  • CPA candidate desirable

The Jacobson Group is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other legally protected characteristics.

The Jacobson Group is the leading provider of talent to the insurance industry. For nearly 50 years, Jacobson has been connecting organizations with insurance professionals at all levels across all industry verticals. We provide an array of services including executive search, professional recruiting, temporary staffing and subject matter experts.


Recommended skills

Bank Reconciliations
Sales Tax
Balance Sheet
General Ledger
Accounts Receivable
Accounting

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Accountant
Estimated Salary: $73K
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The Jacobson Group has
been connecting organizations with insurance professionals from the board room
to the back room on both a permanent and temporary basis for
nearly 50 years.



Jacobson's marketplace longevity creates an
extensive industry network, a unique insider perspective and a reputation for
excellence. Regardless of the need or situation, Jacobson is the insurance
talent solution and is dedicated to serving clients' needs through a variety of
customizable insurance talent services:




EXECUTIVE
SEARCH:
A consultative, thorough
approach to the acquisition of leaders for executive-level roles such as VP,
C-level and board appointments




SUBJECT
MATTER EXPERTS:
Insurance-specific
subject matter experts with the expertise necessary to meet interim,
project-based and consulting-level needs
.



GLOBAL
SOLUTIONS:
Bespoke solutions to address client organizations' individual
insurance-specific talent needs and challenges worldwide




PROFESSIONAL
RECRUITING:
Comprehensive
recruiting
services for a wide
range of insurance positions on a direct-hire basis.




TEMPORARY
STAFFING:
Whether the
need is for one person or a team of people, support across all functional areas
and at all levels throughout the country
.



EMERGING
TALENT:
Recent graduates and
young professionals available for assess-to-hire, direct hire and internship
opportunities to offset the skills gap.






View the full profile