Accountant (Remote)

Accountant Job! This Accountant Job is with our growing Client! This Client has a long history of serving families and helping them with their annuity and life insurance needs. They serve policyowners throughout the United States. The Candidate will join our Client to direct and execute the basic accounting duties of the company. This job will help to ensure our Client’s profitability requirements are achieved. Salary negotiable DOE. This is a remote job. Apply now for this excellent Accountant job by clicking on the Apply Now button above! This is Job 2965.

Accountant Job Responsibilities:

  • Investment Accounting:
    • Utilizing The Mortgage Office (TMO):
      • Regularly record interest payments and create new loans. Accurately record loan payoffs.
    • In QuickBooks (QB):
      • Enter details for new loans.
      • Update accrued interest on a daily basis.
      • Ensure TMO and QB are reconciled consistently.
    • Loan Maintenance:
      • Keep loan files and assignments organized and up-to-date.
    • Using Portman Software:
      • Add new Mortgage-Backed Securities (MBS) as required.
      • Upload files at the month-end and oversee the month-end process.
    • In MBS:
      • Record any mid-month transactions in QB.
  • Banking Activities:
    • Conduct daily and weekly reconciliation for multiple banks. Prepare and send wire transfers for loans.
  • Tax Duties:
    • Make quarterly advance tax payments. Ensure monthly interest withholding is done.
  • Revenue Activities:
    • Update reserves daily after new revenue recording.
  • Quarter-end Responsibilities:
    • Collaborate with the CPA firm by providing essential data. Prepare financial statement schedules.

Additional Accountant Job Responsibilities:

  • Compliance:
    • Adhere to a reporting schedule.
    • Handle premium tax reporting and other related reporting.
    • Stay updated with changes from new or existing states and adjust the schedule accordingly.
  • Process Management:
    • Consistently maintain screen-steps.
    • Add or introduce new processes when necessary. Periodically review and optimize current processes.
  • Regulatory Duties:
    • Stay updated with state regulatory changes. Modify internal processes to stay compliant.
    • Ensure company-wide awareness of these changes.
    • Lead operational shifts as a result of these regulatory modifications.
  • Business Processing:
    • Provide necessary support when called upon. Serve as a reliable backup for processes.

Requirements for Accountant Job:

  • A Bachelor’s Degree is preferred.
  • CPA designation is an advantage.
  • 5 to 10+ years of accounting experience, ideally will have worked for CFO in a small firm.
  • Experience in a Life Insurance Company is a plus.
  • The candidate should possess seasoned accounting expertise.
  • Demonstrated ability to execute the listed job responsibilities effectively.

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