AdaptFirst Investments · 7 hours ago
Staff Accountant
Kernersville, NC
Full-time
Onsite
Entry LevelAdaptFirst Tax and Investments is a holistic financial services firm that integrates various financial services for families and businesses. They are seeking a Staff Accountant responsible for managing day-to-day accounting operations, preparing financial reports, and ensuring compliance with financial regulations.
Asset ManagementFinancial ServicesMarket ResearchWealth Management
Hiring Manager
Tracy Furman
Responsibilities
Managing day-to-day accounting operations
Including bookkeeping
Preparing financial reports
Reconciling accounts
Ensuring accurate tax preparation
Assisting with audits
Maintaining compliance with financial regulations
Collaborating with team members to support clients' financial needs
Qualification
Required
Proficiency in bookkeeping, financial reporting, and account reconciliation
Experience in compliance with financial regulations
Strong analytical and problem-solving skills for auditing and resolving discrepancies
Proficiency with accounting software such as QuickBooks or similar platforms
Excellent organizational and time management skills to manage multiple tasks efficiently
Strong written and verbal communication skills
Associates degree in Accounting, Finance, or a related field required
Preferred
Prior experience in a financial services or related firm is an advantage
Company
AdaptFirst Investments
AdaptFirst Investments specializes in investment research, portfolio management, and consulting services that suit the client's needs.
Founded in 2017
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase