Job description

Higginbotham is currently seeing a Sr. Accountant for the Louisville, KY office. This role will be responsible for the day-to-day internal operations of the Captive Department, and accounting team support as needed. Essential Functions and Tasks: • Perform internal accounting operations of the captive department including: • Processing invoices, recording deposits and recording monthly adjustments • Review and reconcile monthly investment activity • Prepare monthly financial statements and bank reconciliations • Prepare quarterly and annual regulatory reports • Coordinate tax return preparation with external CPA firm • Review annual tax returns • Documentation of workflows and standard operating procedures/internal controls • Monitor cash flows and cash requirements • Coordinate and supervise external audits of captives • Develop and maintain proactive communication level with clients and other associates. • Board and Association Support • Assist in new captive formations • Attend education classes, seminars, workshops, etc., in combination with individual study programs or industry periodicals to expand knowledge and skills of the unit. • Establish, implement and monitor systems and procedures to: • Ensure timely client reporting and communication; • Comply with regulatory requirements; • Develop and deliver a service plan tailored to clients' needs and coordinate the services with other US&C departments and vendors • Standardize file organization Skills and Abilities: • Ability to work well with other employees, clients and business associates; • Excellent communication (both written and verbal); • Strong accounting skills • Public Accounting and Audit Experience • Detail oriented • Ability to interpret insurance document • Ability to organize and complete multi task • Strong computer proficiency, especially in Excel • Willingness to complete additional duties and take on additional responsibility as the need arise • Ability to meet US&C hiring standards. Core Competencies: • Leadership: Display leadership skills and ability to motivate fellow employees • Ability to Analyze and Solve Problems : Skill in recognizing challenges, exploring options, and implementing effective solutions in a timely manner • Attention to Detail: A strong focus on completing tasks and projects accurately and thoroughly • Communication Skills: Capable of expressing ideas clearly in both verbal and written forms and engaging with various audiences • Timely Task Completion: Ability to finish tasks and projects efficiently, managing resources and priorities effectively • Team Collaboration: Willingness to work together with others, promoting teamwork and supporting shared goals • Client Focus: Dedication to understanding and addressing the needs of clients and stakeholders to ensure their satisfaction • Dependability: Acknowledgment of the importance of being present and punctual. • Creative Thinking: Openness to suggesting new ideas and methods to improve processes and outcome • Organizational Skills: Capability to prioritize tasks and manage multiple projects simultaneously • Adaptability: Willingness to adjust to changing situations and priorities, showing resilience in a dynamic work environment Experience and Education: • Bachelor's degree required. • Two (2) years of accounting experience required • Must have public accounting and audit experience Licensing and Credentials: • CPA Experience and licenses is a preferred. Systems: • Proficient with Microsoft Excel, Word, PowerPoint, and Outlook Physical Requirements: • Ability to lift 25 pounds • Repeated use of sight to read documents and computer screens • Repeated use of hearing and speech to communicate on telephone and in person • Repetitive hand movements, such as keyboarding, writing, 10-key • Walking, bending, sitting, reaching and stretching in all directions Benefits & Compensation: • Higginbotham offers medical, dental, vision, prescription drug coverage, 401K, equity prescription incentive plan as well as multiple supplemental benefits for physical, emotional, and financial wellbeing. • Company paid holidays, plus PTO • Employee Wellness Program Notice to Recruiters and Staffing Agencies : To protect the interests of all parties, Higginbotham Insurance Agency, Inc., and our partners, will not accept unsolicited potential placements from any source other than directly from the candidate or a vendor partner under MSA with Higginbotham. Please do not contact or send unsolicited potential placements to our team members. *Applications will be accepted until the position is filled

Requirements

Must-haves

Higginbotham is currently seeing a Sr. Accountant for the Louisville, KY office. This role will be responsible for the day-to-day internal operations of the Captive Department, and accounting team support as needed.
Perform internal accounting operations of the captive department including:
Processing invoices, recording deposits and recording monthly adjustments
Review and reconcile monthly investment activity
Prepare monthly financial statements and bank reconciliations
Prepare quarterly and annual regulatory reports
Coordinate tax return preparation with external CPA firm
Review annual tax returns
Documentation of workflows and standard operating procedures/internal controls
Monitor cash flows and cash requirements
Coordinate and supervise external audits of captives
Develop and maintain proactive communication level with clients and other associates.
Board and Association Support
Assist in new captive formations
Attend education classes, seminars, workshops, etc., in combination with individual study programs or industry periodicals to expand knowledge and skills of the unit.
Establish, implement and monitor systems and procedures to:
Ensure timely client reporting and communication;
Comply with regulatory requirements;
Develop and deliver a service plan tailored to clients' needs and coordinate the services with other US&C departments and vendors
Standardize file organization
Ability to work well with other employees, clients and business associates;
Excellent communication (both written and verbal);
Strong accounting skills

Nice-to-haves

CPA Experience and licenses is a preferred.

Application prep

Use the role’s language and application details while tailoring your materials.

Platform: ukg
Effort: medium

Benefits

Benefits detected in the listing.

Dental

Vision

401k

Pto

Wellness