SWBC is seeking a talented individual to manage the financial and accounting functions of PEO/ASO ("PEO") including working with the CEO of the PEO and other PEO senior management on financial reporting and analysis and supervising to include federal, state and local payroll tax compliance and payments, and quarterly financial reporting to the Employer Services Assurance Corporation (ESAC).

Why you’ll love this role:

In this role, bring your senior accounting knowledge and skillset to the SWBC PEO team by partnering with the Accounting Manager and management to help analyze all federal, state, and local payroll tax data to ensure compliance with tax reporting requirements to include approval of payroll tax filings, account reconciliations, prepare consolidated PEO financial statements, prepared ESAC filing and work with external auditors. Excellent problem solving and communication skills are preferred. SWBC PEO offers a great work environment, collaboration and we welcome you to share your ideas and help to promote positive changes and growth.

Essential duties include the following:

• Analyzes all federal state and local payroll tax data to ensure compliance with tax reporting requirements to include approval of payroll tax filings and corresponds with federal state and local tax authorities to resolve questions on returns filed.
• Reviews account reconciliations and prepare consolidated PEO financial statements.
• Manages the staff and activities involved in payroll tax filings and reporting, account reconciliations, and related finance/accounting functions to include managing employee schedules and attendance; job performance; training; interviewing for open positions; coaching, counseling and disciplining; processes time cards, and resolves personnel related issues.
• Oversees and prepares the quarterly ESAC filing and tax reporting filings to ensure accuracy and timeliness.
• Produces and submits various financial reports to PEO CEO and other senior management of PEO.
• Performs various financial analyses of client profitability, operating costs, payroll expenses, and the like.
• Provides primary contact support and coordination between SWBC corporate finance/accounting and external auditors.

Serious candidates will possess the minimum qualifications:

• Bachelor’s Degree in Accounting, Finance, or related field.
• Minimum of seven (7) years in business financial reporting and analysis, payroll tax compliance and regulations, tax audits, or related accounting experience, which includes at least three (3) years supervisory experience.
• Processing Form 940 and Form 941 is required.
• Professional Employer Organization (PEO) industry experience preferred.
• Thorough knowledge of the General Accounting Principles.
• Thorough understanding of federal, state, and local payroll tax laws to include filing amended returns and addressing tax notices.
• Strong ability to prepare financial analysis focused on client profitability and operating costs.
• Proficient general ledger accounting knowledge as it relates to account reconciliations.
• Solid understanding of accounting including terminology and financial statement account categories.
• Ability to review and understand monthly, quarterly, semi-annual and annual financial reports.
• Working knowledge of industry standard accounting and payroll tax software.
• Excellent interpersonal, organizational, and communication (both written and oral) skills.
• Proficient in Microsoft Word and Excel.
• Strong analytical skills, attention to details, and be able to multitask.
• Knowledge of health and welfare benefit plans and industry trends is preferred.
• CPA required.
• Able to sit for long periods of time gathering, updating, and validating accounting/finance transactions.
• Able to stoop, kneel, and/or stand to retrieve files.
• Able to lift 10-20 lbs. of loans papers, files, and other documents.
• Able to travel locally from offsite work location to SWBC Headquarters.

SWBC offers*:  

• Competitive overall compensation package
• Work/Life balance 
• Employee engagement activities and recognition awards 
• Years of Service awards
• Career enhancement and growth opportunities 
• Leadership Academy and Mentor Program
• Continuing education and career certifications 
• Variety of healthcare coverage options
• Traditional and Roth 401(k) retirement plans 
• Lucrative Wellness Program

*Based upon employee eligibility 

Additional Information:

SWBC is a Substance-Free Workplace and requires pre-employment drug testing.

Please note, SWBC does not hire tobacco users as allowed by law.

To learn more about SWBC, visit our website at www.SWBC.com. If interested, please click the appropriate apply button.