IRA Services Representative, Sr. jobs in Philadelphia, PA

IRA Services Representative, Sr. processes IRA account openings, transfers, distributions, and closures according to government regulations and company policies. Responds to customer inquiries. Being an IRA Services Representative, Sr. may require a bachelor's degree in area of specialty. Typically reports to a supervisor or manager. To be an IRA Services Representative, Sr. typically requires 2 to 4 years of related experience. Gains exposure to some of the complex tasks within the job function. Occasionally directed in several aspects of the work. (Copyright 2024 Salary.com)

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Auditor, Senior Associate, Audit and Assurance Services - King of Prussia, PA
  • SR SNODGRASS PC
  • King Of Prussia, PA OTHER
  • Job Details

    Job Location:    King of Prussia - King Of Prussia, PA
    Salary Range:    Undisclosed

    S.R. Snodgrass, P.C. is looking for a Senior Associate to join our Audit and Assurance Services Group. As a Senior Associate, you will have the opportunity to work with and lead the engagement team to audit the financial statements of our clients, which may include non-profit, financial institutions (including SEC-registrants), employee benefit plans, manufacturing, or a variety of other clients.

     

    This position is a full-time position which requires work Monday through Friday, 8:00 AM – 5:00 PM, with additional hours as needed, especially in busy season. Snodgrass is currently hybrid, which means that employees work at the direction of their team either in the office, at clients, or at home; a typical week is a blend of these locations and new employees generally have a minimum number of days in office for training purposes.

     

    Additional responsibilities of the role may include:

    • Perform financial statement audit and assurance services for clients, as well as employee benefit plan audits
    • Maintain ongoing communication with firm management, keeping stakeholders apprised of fieldwork status
    • Identify and communicate accounting and taxation matters to supervisors, managers and partners, as appropriate
    • Accurately prepare a variety of reports for management’s review, using established firm policies, procedures, and templates
    • Maintain and develop existing relationships by providing exceptional client service
    • Effectively work independently, as well as within a team, both in-person and in a remote environment
    • Availability to travel to clients based on client assignments (out of town travel is less than 20%)

    Qualifications:

    • Bachelor’s degree required (accounting degree preferred)
    • CPA or CPA Candidate preferred
    • Minimum of 2 years’ auditing experience
    • Strong attention to detail and critical thinking
    • Excellent verbal and written communication skills
    • Highly organized and good time management skills with a focus on multi-tasking and prioritization
    • Proficiency with CaseWare is a plus

     

    We offer a well-rounded package to employees that focuses on our employees' wellbeing. We offer benefits related to your financial, physical, and mental health. Some of these benefits include competitive pay, half-day Fridays in the summer, paid vacation time and holidays, 401(k) plan with company matching, along with life insurance, short- and long-term disability insurance, and a financial wellness program at no cost to employees. We also offer social and philanthropic opportunities for employees.

     

    Apply now to learn more about S.R. Snodgrass, P.C. and how we help you create and develop your career!

     

    S.R. SNODGRASS DOES NOT DISCRIMINATE IN HIRING OR TERMS OR CONDITIONS OF EMPLOYMENT ON THE BASIS OF AGE, SEX, RACE, COLOR, CREED, ANCESTRY, RELIGION, PHYSICAL OR MENTAL DISABILITY, NATIONAL ORIGIN, CITIZENSHIP STATUS, VETERAN STATUS, MARITAL STATUS, SEXUAL ORIENTATION, GENDER IDENTITY, PREGNANCY, OR ANY NON-JOB OR NON-BUSINESS RELATED FACTORS OR ANY OTHER BASIS UPON WHICH DISCRIMINATION IS PROHIBITED BY THE MUNICIPAL, STATE, OR OTHER FEDERAL LAW.


  • 15 Days Ago

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Auditor, Senior Associate, External Audit, Assurance Services - King of Prussia, PA
  • SR SNODGRASS PC
  • King Of Prussia, PA OTHER
  • Job Details Job Location: King of Prussia - King Of Prussia, PA Education Level: 4 Year Degree Salary Range: Undisclosed S.R. Snodgrass, P.C. is looking for a Senior Associate to join our External Aud...
  • 9 Days Ago

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Sr. Staff Accountant
  • Sila Services
  • King of Prussia, PA FULL_TIME
  • Why This Role RocksA national leader in the HVAC, Plumbing and Electrical sectors, Sila is a highly acquisitive platform company of Morgan Stanley Capital Partners. Sila is looking for a dynamic, tran...
  • 1 Month Ago

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213608 Sr. Infrastructure Engineer
  • Procom Services
  • Bala Cynwyd, PA FULL_TIME
  • Company DescriptionProcom is a leading provider of professional IT services and staffing to businesses and governments in Canada.With revenues over $500 million, the Branham Group has recognized Proco...
  • 1 Month Ago

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Sr Financial Analyst- Reinsurance
  • Liberty Personnel Services
  • Cherry Hill, NJ FULL_TIME
  • My client is seeking a Financial Analyst with 3 years experience in Reinsurance to join their team in a full-time perm direct hire role. This person should have a strong understanding GAAP/STAT couple...
  • 17 Days Ago

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Sr. Package Designer
  • PCI Pharma Services
  • Philadelphia, PA FULL_TIME
  • Life changing therapies. Global impact. Bridge to thousands of biopharma companies and their patients.We are PCI.Our investment is in People who make an impact, drive progress and create a better tomo...
  • 17 Days Ago

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0 IRA Services Representative, Sr. jobs found in Philadelphia, PA area

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Customer Service Rep
  • Domino's Pizza
  • Exton, PA
  • Description Now Hiring Customer Service Reps! Great things are happening at Domino's Pizza, and we are looking for excep...
  • 4/23/2024 12:00:00 AM

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PATIENT SERVICES REP
  • Cooper University Health Care
  • Camden, NJ
  • About us At Cooper University Health Care, our commitment to providing extraordinary health care begins with our team. O...
  • 4/22/2024 12:00:00 AM

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PATIENT SERVICES REP
  • Cooper University Health Care
  • Gloucester City, NJ
  • About us At Cooper University Health Care, our commitment to providing extraordinary health care begins with our team. O...
  • 4/22/2024 12:00:00 AM

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PATIENT SERVICES REP
  • Cooper University Health Care
  • Cherry Hill, NJ
  • About us At Cooper University Health Care, our commitment to providing extraordinary health care begins with our team. O...
  • 4/22/2024 12:00:00 AM

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PATIENT SERVICES REP
  • Cooper University Health Care
  • Voorhees, NJ
  • About us At Cooper University Health Care, our commitment to providing extraordinary health care begins with our team. O...
  • 4/22/2024 12:00:00 AM

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Customer Service Rep
  • Domino's Pizza
  • Philadelphia, PA
  • Description Now Hiring Customer Service Reps! Great things are happening at Domino's Pizza, and we are looking for excep...
  • 4/22/2024 12:00:00 AM

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PATIENT SERVICES REP
  • Cooper University Health Care
  • Willingboro, NJ
  • About us At Cooper University Health Care, our commitment to providing extraordinary health care begins with our team. O...
  • 4/22/2024 12:00:00 AM

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Customer Service Rep
  • Lincare Holdings
  • Marcus Hook, PA
  • Job Description work directly with medical professionals and physicians to facilitate patient care advocate for and work...
  • 4/21/2024 12:00:00 AM

Philadelphia, sometimes known colloquially as Philly, is the largest city in the U.S. state and Commonwealth of Pennsylvania, and the sixth-most populous U.S. city, with a 2017 census-estimated population of 1,580,863. Since 1854, the city has been coterminous with Philadelphia County, the most populous county in Pennsylvania and the urban core of the eighth-largest U.S. metropolitan statistical area, with over 6 million residents as of 2017[update]. Philadelphia is also the economic and cultural anchor of the greater Delaware Valley, located along the lower Delaware and Schuylkill Rivers, wit...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for IRA Services Representative, Sr. jobs
$49,835 to $58,166
Philadelphia, Pennsylvania area prices
were up 1.0% from a year ago

IRA Services Representative, Sr. in Grand Forks, ND
Based on our compensation data, the estimated salary potential for IRA Services Representative will increase -18 % over 5 years.
January 10, 2020