Senior Accounting and Benefits Administrator

Responsibilities

• Own accounts receivable — generating client fee invoices and recording bank deposits
• Manage accounts payable — entering vendor and expense invoices and compiling supporting documentation
• Reconcile bank, credit card, and loan accounts, and download monthly statements
• Prepare monthly Profit & Loss reports and weekly, monthly, and annual reports on fees, commissions, payroll, expenses, and placements
• Administer bimonthly payroll in full compliance with DMV-area tax laws
• Process owner (3) commissions to LLCs, maintain a Quick Books file for each, and assist with tax preparation
• Prepare quarterly federal and state tax estimates for the three LLCs
• Generate annual W-2s for employees and 1099s as required
• Handle monthly DC sales tax, annual personal property and Unclaimed Property filings, US AIES Census, and bi-annual DCRA filing and business license
• Partner with our outside accounting firm to prepare annual corporate tax returns
• Support the COO in preparing for and running the Year-End Partner Meeting
• Leverage technology and automation to improve efficiency, accuracy, reporting, and workflow
• Use AI-enabled tools for data analysis, reporting, and reconciliation while exercising sound judgment
• Apply appropriate confidentiality, ethical standards, and human oversight with AI-assisted tools
• Manage, evaluate, and administer company benefits, including 401(k), Smart Benefits, and Flexible Spending Accounts
• Maintain employee files and Paid Time Off (PTO)

• A Bachelor's degree, preferably in Business Administration, Accounting, or a related field
• Strong proficiency in Outlook, Excel, and Word
• Hands‑on experience with Quick Books (or similar accounting software), including report generation
• Experience entering data in CRM databases
• Comfort with modern accounting, HR, payroll, and productivity technologies — and the ability to learn new systems quickly
• Adaptability to evolving business needs, regulatory changes, and emerging technologies
• A proactive, phone‑friendly communication style, sound judgment, and genuine care for the team’s success

Demonstrates expertise in accounts receivable and payable management, payroll administration, and tax preparation while leveraging technology for efficiency and accuracy. Proficient in Quick Books and Microsoft Office Suite, with a strong understanding of compliance and regulatory requirements.