Job Description

This is a full-time, on-site Bookkeeper role located in Youngstown, OH. Bookkeeper must have solid communication, technology, and analytical skills. Candidates should possess some knowledge of generally accepted accounting principles (GAAP) and tax principles. The bookkeeper will support the Accounting team by performing day-to-day Accounting, Tax and Technology tasks, along with some administrative responsibilities. Position Details: General Accounting and Tax Knowledge: Ability to understand general accounting and tax information required Performs monthly financial close procedures, including quarterly and/or year end Posts journal entries and adjustments, as necessary Assist with weekly account payables process Assist with year-end 1099 and 1096 preparation / filing Annual tax and information filings for various entities Assist with review of tax notices Investments: Recordkeeping & reconciliation of investment activity, bank and custodial accounts Prepare Monthly Consolidated Cash and Investment Report Internal Controls - Knowledge and Documentation: Follow internal control procedures supporting the closing function including maintenance of the general ledger and preparation of reconciliations, as necessary Family Office Knowledge: Basic knowledge of Family Office a plus Administrative: Bank runs. Labels for files, certified receipts, and postage for mailings Filing – payables, audit files, other. Assist with annual fundraiser, process credit card transactions Back-up for printing checks, mail distribution, answering phones, etc. Skills and Attributes: Academic/Technical Qualifications: An associate’s degree in accounting or finance a plus but not required Knowledge and Experience: Knowledge of financial spreadsheets and accounting required Computer Skills: Proficiency with Microsoft Office products, specifically Excel, and Word; strong analytical skills required. Sage50, QuickBooks or similar experience a plus Industry Experience: 3+ years of relevant work experience required Leadership/Management Experience/Capabilities: Ability to organize and prioritize tasks and responsibilities while maintaining a positive attitude; capable of multi-tasking with family members, staff, and external vendors Communication Skills: Strong written and verbal communication skills with family members, staff, and external vendors; ability to handle issues quickly and promptly Attitudes and Behavior: Works well independently or in team situation. Self-motivated, pleasant, and detail oriented Key Relationships: Reports to: This position reports to the Accounting Supervisor Direct/Indirect Reports: None Internal Contact: This position will communicate frequently with family members, company management, office staff, and related-party staff External Contacts: This position will have direct interaction and communication with bank / custodial agents and external tax partners Salary/Compensation: $19.00 - $22.00 per hour recblid 51rsvm4nyg0cp16utazuu094a0zsz6

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