Accounting Professional
1 week ago
Job Title: Senior Account Associate (US TAX ACCOUNTING)
Location:
Role:
We are seeking a detail-oriented and organized Senior Account Associate to join our team at Adept Global. As a Senior Account Associate, you will be responsible for processing, reconciling, associating, and providing support for our clients. Your key responsibilities will include logging into insurance carrier online portals, analyzing incoming payments, creating and responding to internal inquiries, identifying and processing statements, performing research, and creating journal entries.
Responsibilities:
- Logs into insurance carrier online portal to download, compile and save all statements.
- Analyzes incoming payments to correctly record items into Agency Management Systems.
- Creates and responds to internal inquiries to identify the placement of funds.
- Identifies and processes statements to apply commissions correctly.
- Performs research and creates journal entries to move cash and revenue to appropriate divisions.
- Maintain and upkeep internal communications to avoid discrepancies.
- Attentive to ensuring all tasks assigned are maintained, updated and current to prevent a backlog.
- Builds effective electronic correspondence that engages an effective partnership.
- Assists with the preparation of internal reports for tracking progress of placement of funds and reconciliation of insurance carrier statements.
- Accounting entries as per U.S. GAAP
Requirements:
- Education requirement: CA / CPA / CMA preferred
- 3-5 years experience in accounting/finance fields.
- Insurance experience preferred.
- Flexibility of working additional hours as needed based on business needs since the role supports US team.
- AMS 360 or EPIC software skills desired but not required.
Key Skills:
- Excellent analytical and problem-solving skills
- Strong communication and interpersonal skills
- Ability to work in a fast-paced environment
- Proficiency in Agency Management Systems and insurance carrier online portals
- Knowledge of U.S. GAAP and accounting principles
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