Associate Accountant Envestnet Asset Management
DescriptionEnvestnetTamarac is the leading provider of SAAS applications to the financial advisory marketplace. Tamarac provides an integrated platform of web-based software and portfolio management services that enables financial advisors to manage their clients and client portfolios with increased efficiency and profitability. . Envestnet's technology is focused on addressing financial advisors' front-, middle- and back-office needs. Envestnet is headquartered in Chicago.
We offer a highly competitive compensation and benefits package as well as the excitement, challenges, and rewards of a fast-growing, entrepreneurial company.
Currently we are seeking candidates who have an enthusiasm and commitment to provide a "Best in Class" client service experience to our Financial Advisors.
POSITION: Accounting Associate
LOCATION: Seattle, WA
We are looking for a motivated Accounting Assistant to contribute to the success of the business by providing real time data to Tamarac Inc. managers thereby ensuring sound business decisions.
?Bill customer renewals and progress billings
?File Washington B&O and other state returns, as needed
?Responsible for keeping Accounts Receivable current
?Make collection calls
?Create the specific invoices for each potential new client and log the contract terms
?Maintain master schedule for new client start dates
?Maintain master schedule for consulting engagements
?Maintain the book of record on current contracts
?Ongoing assistance with determining state nexus and sales taxability for consulting
?Ongoing assistance in cash flow forecasting
?Preparing ad hoc financial analyses as required
?Other administrative and accounting duties as needed
?Team Work & Collaboration
?Adaptability & Continuous Improvement
?Positive & Empowering Attitude
?Focus on profitability
?Bachelor?s degree or equivalent work experience
?Experience with QuickBooks and Great Plains is a plus
?Strong skills with Microsoft Office software tools
?Demonstrated organizational and coordination skills
?Demonstrated communication skills
Key Success Factors
?Excellent written and oral communication skills
?Time management skills with a focus on attention to detail
?Organized and has an aptitude for project management
?Able to act like a fiduciary for our clients
?Works well in a team environment
?Ability to work in a very fast-paced and constantly changing environment
?Strong work ethic
We're a diverse group of personalities who are extremely dedicated to our products. Our goals are incredibly ambitious, and we are looking for equally ambitious people to help us realize them. If this sounds like you, we encourage you to apply.
Please join our growing team and the growing excitement as Tamarac becomes one of the most sought after names in the financial services software marketplace.
||Seattle, WA |