Company Description:
Kingswood U.S. is a diversified financial services firm that empowers clients to navigate complex financial markets with confidence. The company delivers innovative wealth management, robust advisor services, and tailored investment banking solutions for individuals, families, advisors, and middle-market businesses. Kingswood combines boutique-level service with the resources of a global financial institution, offering portfolio management, retirement and estate planning, tax optimization, and risk management strategies. The firm also provides advisors with comprehensive back-office support, compliance assistance, and access to a wide range of financial products. Securities are offered through Kingswood Capital Partners, LLC, Member FINRA/SIPC.
Job Summary:
We are seeking a detail-oriented mid-level accounting professional to take ownership of our daily accounting workflows. The ideal candidate has deep, hands-on experience using QuickBooks to manage financial records, reconcile accounts, and streamline month-end procedures. You will bridge the gap between transactional bookkeeping and high-level financial analysis.
Key Responsibilities:
Manage all day-to-day accounting transactions within QuickBooks, ensuring clean ledger entries.
Reconcile complex bank accounts, billing, and multiple general ledgers monthly.
Oversee Accounts Payable (A/P) and Accounts Receivable (A/R) cycles, minimizing outstanding balances.
Assist in the timely preparation of monthly and quarterly financial statement packages.
Track fixed assets, depreciation schedules, and automated payroll entries.
Identify workflow bottlenecks in QuickBooks and implement efficient accounting solutions.
Qualifications & Skills
Education: Bachelor’s degree in Accounting, Finance, or a related field.
Experience: Minimum 3–4 years of full-cycle corporate accounting experience.
Software:
Advanced, daily proficiency in QuickBooks (Desktop) is strictly required. Technical Proficiencies: Strong Microsoft Excel skills (VLOOKUPs, pivot tables, formulas).
Core Competencies:
High attention to detail, and a proactive approach to problem-solving. What we offer | Benefits & Perks
Compensation:
Competitive salary based on experience. Health & Wellness: Comprehensive medical, dental, and vision insurance.
Retirement:
401(k) plan with a company match. Growth: Mentorship from senior Finance staff and support for professional development. Room to grow into more senior positions within the company Please submit resume to Apply.
