Accountant - Mid-Level

Our client, a leading organization in the financial services sector, is seeking a Accountant
- Mid-Level to join their team. As a Accountant
- Mid-Level, you will be part of the Finance Department supporting the Finance & Regulatory Reporting team. The ideal candidate will have strong attention to detail, excellent communication skills, and a proactive mindset which will align successfully in the organization.

Accountant
- Mid-Level

Westlake, TX

$36

• Lead the monthly closing process, ensuring accuracy and timeliness for external audits and tax filings.
• Perform detailed reconciliations of contribution, grant, dividend, and fee activity, maintaining high accuracy in high-volume reporting.
• Assist with employee matching account postings, tax form preparation, and valuation of alternative investments.
• Design and prepare database reports to support monthly reconciliations and audit processes.
• Research and resolve discrepancies in employee matching gift accounts and support ongoing tax reporting efforts.

• Bachelor’s degree in Accounting or Finance required.
• Minimum of 5 years of experience in accounting, investments, or financial services/administration.
• Strong understanding of general ledger accounting and proficiency in Excel, macros, and database applications.
• Exceptional attention to detail, accuracy, and ability to handle complex regulations surrounding charitable giving.
• Excellent communication skills, both written and verbal, with the ability to explain technical information clearly.

• Opportunity to work in a dynamic, fast-paced environment with a collaborative team.
• Engage in meaningful work supporting organizational initiatives and projects.
• Develop your skills in financial reporting, audit preparation, and investment valuation.
• Flexible remote work day to promote work-life balance.
• Potential for career growth within a reputable organization committed to diversity and inclusion.

• Medical and Prescription Drug Plans
• Dental Plan
• Vision Plan
• Health Savings Account
• Health Flexible Spending Account
• Dependent Care Flexible Spending Account
• Supplemental Life Insurance
• Short Term and Long Term Disability Insurance
• Business Travel Insurance
• 401(k), Plus Match
• Weekly Pay