IRA Accounts Supervisor oversees operations and transactions involving IRAs. Monitors opening and closing of accounts, account distributions, rollovers, and customer inquiries. Being an IRA Accounts Supervisor may handle large or complex accounts. Ensures compliance with governmental regulations, including account over-contribution and early distributions. Additionally, IRA Accounts Supervisor may require a bachelor's degree in area of specialty. Typically reports to a manager or head of a unit/department. To be an IRA Accounts Supervisor typically requires 4 to 7 years of related experience. Contributes to moderately complex aspects of a project. Work is generally independent and collaborative in nature. (Copyright 2024 Salary.com)
Tri Star Sports and Entertainment Group is a renowned business management firm serving high net-worth clients in the sports and entertainment industry. Tri Star provides comprehensive financial and advisory services including accounting, tax, tour management and wealth preservation strategy. We foster a culture of professionals who are committed to super serving our clients and their trusted advisors. Tri Star seeks to employ innovative methods to provide the highest level of accounting and business management services. We create a financial foundation and path to sustain growth and stability which allows our clients to focus on their fullest professional and personal goals.
This position must report to our Dickson office Monday - Friday with no hybrid or remote opportunities. We do offer flex scheduling to promote a healthy work/life balance.
Position Summary
This position requires a highly organized individual who possesses strong initiative and has the ability to complete multiple projects in a deadline driven environment. This individual must be able to communicate effectively and understands the need to work in an integrated manner with other members of the department in furtherance of goals, objectives, and knowledge.
Job Essentials, Responsibilities, Duties
Responsible for monitoring the financial outflow for the company
Completes payments and controls expenses by receiving, processing, verifying, and reconciling invoices.
Reconciles processed work by verifying entries and comparing system reports.
Records expenses to accounts and cost centers by analyzing invoice/expense reports
Pays vendors by monitoring discount opportunities, verifying federal id numbers, scheduling, and preparing checks, and resolving purchase order, contract, invoice, or payment discrepancies and documentation.
Reconcile vendor invoices and expenses, preparing checks.
Responsible for complete, full cycle documentation for revolving credit debt by recording entry of credit cards, attaching receipts, and maintaining a thorough and accurate records.
Proactively alert management of issues such as missing invoices
Prepare budget templates
Prepare 1099’s
Prepare Shareholder Payroll templates
Accomplishes accounting and organization mission by completing related results as needed.
Specific Job Knowledge, skills, and Abilities
Strong written and verbal communication skills with the ability to interact across the organization.
Extremely detail-oriented to create accurate and timely reports.
Strong work ethic with a positive attitude & a fit with the company’s culture & values.
Qualifications
Bachelor’s degree in accounting, finance, or related field a plus
Experience using QuickBooks and Excel highly preferred.
Previous accounts payable experience preferred
Tri Star Core Values
PERFORMANCE: We provide clients with excellent reporting and service
HONEST & INTEGRITY: We are transparent and accountable, always being truthful to staff and clients
TEAMWORK: We actively participate in group discussions, tasks, and projects
COMMITMENT: We are dedicated to our roles within Tri Star, the core values of the firm and the clients
TECHNOLOGY: We seek to capitalize on innovative technologies and contribute to positive change in the firm
This job description is not intended to be a comprehensive list of all requirements of this position.
Job Type: Full-time
Benefits:
Physical setting:
Schedule:
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Ability to commute/relocate:
Work Location: In person
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