Bank Reconciliation/Investor Relations Specialist

Big River Resources West Burlington, LLC West Burlington , IA 52655

Posted 2 months ago

Position Summary

The Financial Cash Specialist will be responsible for Bank Reconciliation / Investor Relations and will support the mission, vision, and values established by the Board of Directors by assisting in daily and monthly accounting functions.

Qualifications:

  • Associates degree in accounting or equivalent experience

  • General ledger experience

  • Strong verbal and written communication and interpersonal skills

  • Must be extremely detail oriented and have the ability to multi-task

  • The ability to perform light lifting (up to 20lbs)

  • The physical ability to use the telephone

  • Ability to:

  • Deal with eye strain from extended periods of time using the personal computer

  • perform multiple tasks simultaneously

  • Perform proficiently in Microsoft Excel, Word and Access

  • Physical strain on the wrist from using the keyboard for extended periods

Reporting to this Position: None

Description of Duties:

  • Cash for all BRR companies

  • Reconcile bank accounts daily/monthly

  • Initiate ACH/Wire transactions

  • Maintain Wire/ACH templates

  • Investors Relations

  • Assist investors with purchase/sale/transfer paperwork

  • Track investor transfers and verify following proper procedures and guidelines for investor transactions

  • Perform month-end closing procedures

  • Assist Financial team and/or Financial Controller in preparing financial reports and projects as assigned

  • Assist and support the development of policies and procedures

  • Board packet preparation for distribution

  • All other duties as assigned

Physical Demands and work environment

The physical demands and work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Physical Demands: While performing the duties of this job, the employee is required to walk; sit; use hands and fingers, to handle, or feel objects, tools, or controls; reach with hands and arms; balance; stoop; talk and hear. The employee must lift and/or move up to 20 lbs. The physical ability to use the telephone. Specific vision abilities require the use of personal computer by the job include close vision, color vision, distance vision, peripheral vision, depth perception, and the ability to adjust focus. Ability to have oral expression, oral comprehension, written expression, written comprehension.

  • Work Environment: While performing the duties of this job, the employee is not exposed to weather conditions prevalent at the time. The noise level in the work environment is low.

icon no score

See how you match
to the job

Find your dream job anywhere
with the LiveCareer app.
Mobile App Icon
Download the
LiveCareer app and find
your dream job anywhere
App Store Icon Google Play Icon
lc_ad

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Tax Preparer Store Operations_Burlington

Jackson Hewitt

Posted 2 weeks ago

VIEW JOBS 4/10/2019 12:00:00 AM 2019-07-09T00:00 At Jackson Hewitt, we are working hard for the hardest working and we are on a mission to completely change the way our customers engage with their personal finances. Jackson Hewitt combines the fun, fast-paced culture of a startup with the scale and reputation of one of the nation's largest retailers (over 6,000 locations). At Jackson Hewitt we have a passion for our employees and our customers. We recognize and appreciate that our team members are our single greatest competitive advantage. Being an industry leader requires a consistent focus on quality, innovation, performance and results. IF YOU WANT TO BE PART OF A TEAM THAT IS CHANGING THE INDUSTRY, WITH A FOCUS ON DELIVERING EXEMPLARY CUSTOMER SERVICE THEN JOIN JACKSON HEWITT!! We're seeking dynamic top performers to add value to an already great brand. If you are looking for and want: * To make a difference in people's lives * A flexible work schedule * To make great money, YES WE PAY FOR PERFORMANCE! All that is missing here is you! We are Jackson Hewitt, Working Hard for the Hardest Working. In a world where the hardest working Americans are strapped for both time and money, Jackson Hewitt is on a mission to be their advocate. For many clients, the tax return is the most important financial event of the year, and the biggest paycheck many will receive. We want to help them get their maximum refund, faster, and with fewer associated fees. Join a team that is focused on being friendly, attentive, and knowledgeable advocates for our clients. Deliver financial tools that benefit the client while achieving the maximum tax refund, faster, and with fewer associated fees. Jackson Hewitt offers training (certification by state) related to income tax preparation and the delivery of excellent customer service, flexible hours (part-time and full-time) and bonus potential. This position has access to and regularly works with information of a sensitive, highly confidential nature, and regularly deals with diverse matters which require a working knowledge of the business. Responsibilities * Presents the Company's value proposition to clients concerning various company products and services and uses prescribed selling techniques. • Conducts a thorough in-person interview with potential clients, using the company's propriety tax software application. Delivers exceptional customer service by anticipating customer needs and considers the impact of all decisions/actions on the customer. • Answering client calls via our national call center routing system. • Completes all related tax forms in accordance with policies, and in compliance with legislation and regulations. Furnishes taxpayers with sufficient information and advice to ensure correct tax form completion. • Consults tax law reference materials to determine procedures for preparation of atypical returns. • Answers questions and provide future tax planning to clients. • Reviews financial records such as income statements and documentation of expenditures to determine forms needed to prepare tax returns. • Researches tax related questions and issues, and responds to clients appropriately and within a timely manner. • Resolves client complaints, or refers situations to supervisor (as appropriate) for resolution • Audits all tax return forms for accuracy and completeness (i.e., client signatures). Requirements Tax Preparer I * Presents the Company's value proposition to clients concerning various company products and services and uses prescribed selling techniques. • Top candidates for this position will have retail experience providing exceptional client service and performing multiple tasks in a fast paced environment. • Hands-on marketing with surrounding businesses, including office visits to promote brand awareness and new clientele • High School Degree or equivalent. • 0-1 years of experience preferably in sales, service and or tax preparation. • Good communication, interpersonal and customer services skills. • Basic knowledge of computer functions required. • Must be able to obtain certification by the state with a PTIN (Preparer Tax Identification Number). • Ability to lift a maximum of 25 lbs. Tax Preparer II * Presents the Company's value proposition to clients concerning various company products and services and uses prescribed selling techniques. • Top candidates for this position will have retail experience providing exceptional client service and performing multiple tasks. • Hands-on marketing with surrounding businesses, including office visits to promote brand awareness and new clientele • High School Degree or equivalent. • 1-2 years of experience preferably in sales, service and or tax preparation. • Remote Support or Call Center ready certified required. • Previous experience in tax preparation and filing a plus. • Good communication, interpersonal and customer services skills. • Basic knowledge of computer functions required. • PTIN certification (Preparer Tax Identification Number). • Strong attention to detail and accuracy. • Ability to work under pressure, in a fast-paced working environment. • Ability to lift a maximum of 25 lbs. Tax Preparer III * Presents the Company's value proposition to clients concerning various company products and services and uses prescribed selling techniques. • Top candidates for this position will have retail experience providing exceptional client service and performing multiple tasks. • Field Instructor, Remote Support and Call Center certified. • Hands-on marketing with surrounding businesses, including office visits to promote brand awareness and new clientele • High School Degree or equivalent. • 2+ years of experience preferably in sales, service and or tax preparation. • Experience completing complex returns. • Must have current PTIN. • Good communication, leadership, interpersonal and customer services skills. • Basic knowledge of computer functions required. • Enrolled Agent (EA) certification preferred. • Strong attention to detail and accuracy. • Ability to work under pressure, in a fast-paced working environment • Ability to lift a maximum of 25 lbs. We appreciate your interest in Jackson Hewitt Tax Service. Jackson Hewitt Tax Service is an equal employment opportunity employer. The Company's policy is not to discriminate against any applicant or employee based on race, color, sex, religion, national origin, age (40 and over), disability, or any other basis protected by applicable federal, state, or local laws. Jackson Hewitt Tax Service also prohibits harassment of applicants or employees based on any of these protected categories. It is also Jackson Hewitt Tax Service's policy to comply with all applicable state and federal laws respecting consideration of unemployment status in making hiring decisions. Other details * Job Family Store Operations * Pay Type Hourly * 324 W Agency Rd, West Burlington, Iowa, United States of America Jackson Hewitt West Burlington IA

Bank Reconciliation/Investor Relations Specialist

Big River Resources West Burlington, LLC