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)
We are currently seeking a high-energy, detail-oriented and organized individual to join our finance department team as an accounts payable and payroll professional. We are a private, non-profit residential/educational facility in Litchfield County.
The AP/Payroll Specialist will work closely with all staff and vendors to ensure payables are recorded and paid timely according to all company policies and the approved cost allocation plan.
We are looking for an upbeat, team oriented person to join our team working onsite, 9-5 MON-FRI
ESSENTIAL COMPETENCIES
1. Ability to take initiative and meet deadlines while holding strong organizational skills within a changing environment.
2. Proficiency in QuickBooks and ADP workforce now.
3. Knowledge of Tax regulations and compliance, as it relates to payroll.
4. Ability to communicate and ability to work effectively with others.
5. Ability to support and collaborate with Accounts receivable Specialist and Director of Operations in maintaining accurate vendor database.
6. Consistent in daily work relationships. Demonstrate initiative and stable mood. Supportive of others, willing to share information and collaborate as a team player.
FUNCTIONS OF THE POSITION
Accounts Payable
1. Process invoices, track expenses, reconcile vendor statements, and ensure timely payment of bills.
2. Accurate vendor database with good understanding of a 1099 vendor status.
3. Timely and accurate distribution of weekly Accounts Payable checks.
4. Conduct month end AP reconciliation with projection of accruals to be booked.
5. Manage petty cash with program staff lead.
Payroll
1. Process bi-weekly payroll for a 24/7 staff, providing accurate compensation to both hourly and salaried staff.
2. Maintain PTO accruals and banks
3. Process pre-tax payroll deductions (health benefits, , HSA and 403B contributions)
4. Work in tandem with HR Generalist to maintain accurate electronic employee records in our HRIM system (ADP-Work Force Now)
WELLSPRING REQUIREMENTS FOR ALL POSITIONS
1. Adheres to maintaining confidentiality as it relates to all aspects of client/resident information.
2. Reports to work on time and works hours as needed to complete her job responsibilities.
3. Completes all assignments and paperwork in a responsible and timely manner.
4. Is consistent in daily work relationships. Demonstrates initiative and stable mood. Is supportive of others, willing to share information, and collaborates as a team player.
5. Dresses in a neat, clean, and attractive manner with the awareness of themselves as role models of healthy adults.
6. Promotes and maintains a therapeutic environment.
QUALIFICATIONS
1. Minimum of 2 years of continual and recent AP/payroll experience
2. A 2 yr. degree in an accounting field is required. A Bachelor’s degree in Accounting, or related field, is preferred. Years of experience will be evaluated and may be considered in place of a completed degree.
3. Demonstrated ability in working with Excel and QuickBooks online software applications. ADP-WFN experience a plus.
4. Knowledge of relevant laws and regulations governing nonprofit organizations.
5. Physical stamina and ability to perform physically demanding tasks such as lifting and carrying heavy objects 10lb max.
6. Examination by a doctor and testing for tuberculosis is required at hire.
7. Exceptional verbal and written communication skills.
8. Ability to multi-task and adjust to new tasks comfortably.
9. Must be a team player, quick learner and analytical thinker.
10. Must have strong organizational skills and self-motivated starter.
This position description is not intended to be all-inclusive. Wellspring reserves the right to revise or change job duties as the need arises. This position description does not constitute a written or implied contract of employment.
To learn more about us and the application process please visit our website www.wellspring.org
Wellspring is an Equal Opportunity Employer and welcomes diversity.
Job Type: Full-time
Pay: $22.00 - $25.00 per hour
Benefits:
Schedule:
Work setting:
Work Location: In person
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