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Senior Accountant

Company: Annex Wealth Management LLC
Location: Elm Grove
Posted on: November 26, 2022

Job Description:

Annex Wealth Management - Know the DifferenceAnnex Wealth Management is a 4-Time Best Places to Work, Milwaukee Journal Sentinel recipient. Join our team to find out why! Annex Wealth Management is an elite, privately-held, full-service advisory and wealth management firm acting as a fiduciary for individuals, families, and businesses. Our team approach means our clients consistently interact with a group of experienced professionals boasting key credentials, certifications, and achievements in investment, tax, insurance, estate planning, and more.Communication and Education are key to Annex Wealth Management's growth. Check us out on Money Talk on WTMJ; The Investment Show on WISN; and The Annex Wealth Management Show on WHBY and WFSX.Senior AccountantThe senior accountant's responsibilities include preparing financial reports, performing account reconciliations, maintaining the general ledger, assisting with tax returns, assisting with audit preparations, and performing other accounting duties as assigned. Your Role

  • AP entry and bill payment
  • Credit card balancing and entry
  • Bank reconciliations
  • Monthly/ quarterly journal entries
  • GL account reconciliation
  • Preparation and review of divisional and corporate financial statements
  • Financial analysis
  • Administrative tasks as needed
  • Other projects as assigned

    What We Are Looking For - Bachelor's degree or equivalent experience in Accounting or Finance - 2+ years' of experience - QuickBooks experience preferred - Strong communication and analytical skillsWhat You Can ExpectIn return for your talent, time and commitment, we offer the competitive compensation and benefits you would expect of an industry leader, including paid holidays, vacations, and a 401 (k) plan.PI197652023

Keywords: Annex Wealth Management LLC, Milwaukee , Senior Accountant, Other , Elm Grove, Wisconsin

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