Aerie Advisory Group, LLC

POSITION TITLE: JR. ACCOUNTANT – FAMILY OFFICE SERVICES

POSITION LOCATION: Gig Harbor, WA

JOB SUMMARY:

The Jr. Accountant is a supporting member of Aerie’s accounting department. The position responsibilities span all of Aerie’s client base and handle a recurring set of accounting-related tasks.

The position reports to the Accounting Manager. This position is a part-time (0.75FT+) position and hours may increase during tax season.

RESPONSIBILITIES & DUTIES:

Accounting

• Bill Payment – enter client bills and invoices into bill payment application (bill.com), pull invoices from portals and upload to bill.com, scan invoices received via mail into bill.com, enter new vendors (once approved)
• Financial Accounting & Reporting – monthly reconcile bank and credit card accounts for all clients
• Financial Administration – Pull all bank, investment, and credit card statements from sites and file, pull statements related to private equity and direct investments from portals and file
• Payroll – gather time and enter into payroll system for any hourly employees, review time for salaried employees, prepare payrolls for review, run payroll after approved by Accounting Manager and Accountant.

Responsible for entering any payroll changes into the payroll system.

• Tax Administration – Pull annual K1’s and 1099’s and file. Work with Accounting Manager and Accountant to ensure all tax documents are filed and available for CPAs.
• Tax Compliance - Prepare 1099’s in January of each year for Aerie and Aerie’s clients, if required
• Gather W9’s for Aerie and Aerie’s clients and file
• Other duties as assigned

QUALIFICATIONS:

• Associate’s degree, preferably in accounting or finance
• 5+ years of experience acting in accounting-related positions of increasing responsibility. Family office experience is a plus

SKILLS:

• A high attention to detail and accuracy
• A high-level proficiency with MS Office products
• The ability to adapt quickly to new technologies and any applications used by the position
• A proven knowledge and experience with bookkeeping practices and payroll
• Exceptional organizational skills including the ability to manage substantial amounts of requests and data
• The ability to align with controls and processes in place to protect client and Aerie’s assets

Job Types: Full-time, Part-time

Pay: $26.00 - $33.00 per hour

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Disability insurance
• Flexible spending account
• Health insurance
• Life insurance
• Paid time off
• Vision insurance
• Work from home

Physical setting:

• Office

Schedule:

• Monday to Friday

Supplemental pay types:

• Bonus pay

Work Location: Hybrid remote in Gig Harbor, WA 98335

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