Bookkeeping/Payroll Specialist Jobs

The Retirement Planning Group is an SEC-registered investment advisory firm helping clients nationwide with offices in Leawood, KS, St. Louis, MO, Springfield, MO and Denver, CO. With over 1,500 households and over $1.4 billion* in assets under management, we are one of the fastest-growing companies in the Kansas City area. This growth can be attributed to our focus on being the easiest firm to work with on planet Earth and our goal to help clients create the financial well-being and confidence to live their best life. We do this by standing side-by-side with our clients and navigating the financial decisions they face throughout their lives, by providing comprehensive financial planning as well as tax and accounting services along with client education and guidance on Medicare, Social Security, long-term care insurance, travel, and more.

• As of 04/30/2023

Overview:

This position will be instrumental in providing a superior client experience in accounting services.

Responsibilities:

• Work with the client to gather both bookkeeping and payroll information
• Organize, prepare, and submit bookkeeping and payroll information
• Other projects as assigned
• Provide timely and high-quality client service to clients
• Prepare and process client payroll, including confirming client’s own payroll processing
• Work closely with internal support teams to ensure best possible client experience
• Follow up with clients regarding changes in accounting rules and regulations
• Data entry for bookkeeping clients, tracking accounts receivable and accounts payable and pay bills
• Use personal discretion and judgment on preparation and submission of client accounting and payroll needs
• Have a basic understanding of GAAP principles

Requirements

• Proficiency using technology; must be able to quickly learn and effectively use various technology solutions
• Extraordinary attention to detail
• BA/BS in accounting or equivalent experience
• A desire to help clients and give them a memorable client experience
• Ability to work a full-time schedule
• A positive attitude and willingness to collaborate as a team

Benefits

• Complimentary tax preparation
• 401k match, health/life/disability insurance
• Complimentary financial planning
• Quarterly bonus potential
• Paid time off