Staff Accountant

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🕒 June 30

🗽 New York – Remote

🗽 New York – Remote

💵 $21 - $29 / hour

⏰ Full Time

🟢 Junior

🟡 Mid-level

💲 Accountant / Accounting

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EPIC Retirement Plan Services

WebsiteLinkedInAll Job Openings

201 - 500 employees

💸 Finance

💳 Fintech

🤝 B2B

Finance • Fintech • B2B

EPIC Retirement Plan Services is a U. S. -based retirement plan recordkeeper and administrator that provides comprehensive retirement solutions and related services to plan sponsors, financial advisors, banks & trust companies, and third-party administrators. EPIC offers plan design and administration, defined benefit and actuarial consulting, recordkeeping for DC plans, multiple employer plans (MEPs/PEPs), HSAs (MyHSA), and a proprietary participant technology platform (GoRetire) including mobile apps and white-label/branded solutions. The firm emphasizes compliance support, payroll integrations, participant education, and partner-focused service, and reports serving roughly 9,500 plans, $37 billion in assets, and 400,000 participants with a team of more than 300 retirement professionals.

📋 Description

• Assist team members and clients with fee related inquiries. • Worklog, reconcile and disburse fee submission. • Assist with Monthly and Quarterly Billing process and Account Receivables. • Prepare journal entries, coding vendor invoices, accounts analysis and reconciliation, closing books and setting up new accounts on a monthly basis. • Reconcile bank statements, verify deposits, address questions and problems and prepare general ledger reconciliations on a monthly basis. • Monitor accounts receivables collection from sponsors and or institutions and reconcile customer accounts. • Maintain client contracts with appropriate supporting material. Update records as necessary. • Perform other duties as requested.

🎯 Requirements

• Bachelor's Degree in Business, Accounting or Finance • two (2) years of accounting experience or an equivalent combination of education and experience • Knowledge of automated financial accounting reporting systems. • Proficiency in Microsoft Office Software, financial software, and database applications. • Ability to solve complex problems and provide successful solutions. • Highly detailed and organized, able to work independently and meet a consistent stream of deadlines. • Ability to read and interpret documents such as procedure manuals and technical procedures. • Ability to communicate effectively with other employees throughout the firm as needed.

🏖️ Benefits

• Generous Paid Time Off : At least 22 days annually, prorated in the year of hire. • Parental Leave : Six weeks of paid leave at 100% of your salary. • Comprehensive Medical Coverage : Includes employer contributions to HSA for High Deductible Health Plan participants. • Dental and Vision Coverage : Ensuring your overall health and well-being. • Flexible Spending Accounts : For healthcare and dependent care expenses. • Employer-Paid Disability Coverage : Both short-term and long-term, with an option to purchase additional long-term coverage. • Life Insurance : Employer-paid basic life insurance, with an option to purchase supplemental coverage. • Voluntary Benefits : Including hospital, accident, and critical illness coverage. • Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan to help secure your future. • Adoption Assistance : Supporting your growing family. • Tuition Reimbursement : Invest in your education and career growth. • Employee Assistance Program (EAP) : Access to support and resources. • Pet Insurance : For all your furry friends. • Financial and Banking Services : Various banking services benefits and financial planning assistance.