Staff Accountant

Job Description

Staff Accountant | Trucordia

The Tone:
This is a full-time role at Trucordia. The company is building the next great insurance brokerage by bringing together wildly successful businesses from across the country, creating a national presence with over 5,000 team members in 200 offices. This Staff Accountant position provides a comprehensive accounting experience, contributing to the accurate financial operations of multiple offices within this rapidly growing organization. The role is crucial for ensuring financial records align with company standards and supporting the overall success of the business by embodying Trucordia’s values of care, collaboration, leadership, and results.

The TL;DR
• Role: Early Career
• Type: Full-time
• Team: Collaborative team
• Mission: This role ensures the accurate maintenance and reconciliation of accounting records for Trucordia’s offices, upholding company financial standards.
• Tech Stack: MasterTax, Microsoft Office, tax systems, database software

What You’ll Actually Do
• Process Payroll Taxes: Manage daily processing of payroll taxes and tax deposits, including importing tax liabilities and reconciling payments due, and performing daily payroll tax audits.
• Maintain Tax Systems: Handle daily and quarterly maintenance and processes within MasterTax and other tax software.
• Conduct Tax Filings and Reconciliation: Complete monthly and quarterly tax processing and reconciliation, ensuring timely filings for withholding, unemployment, and other taxes across multiple states.
• Ensure Tax Compliance: Maintain accurate tax registrations and applications across local, regional, and state tax reporting entities to ensure full compliance.
• Support Financial Operations: Collaborate closely with the payroll department on accounts receivable, wires, and reversals, and contribute to the monthly close process.

The Must-Haves
• Background: Bachelor’s degree in Accounting, Finance, or Mathematics, providing a strong foundational knowledge in general accounting practices and tax laws.
• Experience: Demonstrated relevant experience in multi-state tax filings, particularly related to payroll taxes. This role offers a comprehensive experience, building on any prior foundational work.
• Skills: Good working knowledge of accounting practices and tax laws; accurate mathematical and accounting skills; proficiency with Microsoft Office, various tax systems, and database software; excellent verbal and written communication abilities; strong organizational and time management capabilities; meticulous attention to detail; and the ability to maintain strict confidentiality while working effectively within a team and potentially leading specific processes.
• Bonus: Prior professional experience specifically as a tax accountant, tax analyst, or tax preparer is preferred.