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)
Responsibilities:
- Process accounts payable invoices and ensure accurate coding and approval
- Prepare and process weekly check runs and electronic payments
- Reconcile vendor statements and resolve any discrepancies
- Maintain accurate and organized accounts payable files and records
- Assist with month-end closing activities related to accounts payable
- Provide support for audits and respond to inquiries from vendors and internal stakeholders
- Assist with other accounting tasks as needed
Skills:
- Proficient in tax regulations
- Experience with Sage or other accounting software
- Knowledge of double entry bookkeeping principles
- Familiarity with accounts receivable processes
- Previous experience in public accounting is a plus
- Strong understanding of GAAP (Generally Accepted Accounting Principles)
- Accurate data entry skills with attention to detail
Note: This job description is intended to provide a general overview of the position. Other duties may be assigned as necessary to meet business needs.
Job Type: Full-time
Pay: $16.00 - $18.00 per hour
Expected hours: 40 per week
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Work Location: In person
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