Corporate Accountant

ABOUT US:
Kestra Holdings offers industry-leading wealth management platforms for independent wealth management professionals nationwide. With an innovative culture that celebrates independence, the company seeks to redefine the future of the advisory industry through superior service, cutting-edge technology, and preeminent resources that every financial professional needs to succeed in the market now and in the years to come.
Kestra Holdings companies collectively oversee $123 billion in assets under administration (AUA) and support more than 2,400+ independent financial professionals across the country in delivering comprehensive securities, trust, and investment advisory services to their clients. Located in the “Silicon Hills” of Austin, Texas, Kestra Holdings offers an experience as unique as the city in which it operates.


SUMMARY:
The Corporate Accountant is responsible for supporting corporate accounting and financial reporting functions. This role involves comprehensive tasks such as assisting in managing corporate cash, preparing payroll entries and monthly financial close tasks, supporting annual financial audit processes, and preparing various federal, state, and property tax returns.
ESSENTIAL DUTIES AND RESPONSIBILITIES: To excel in this role, the individual must perform each essential duty satisfactorily.
• Perform corporate treasury management functions, including:-Perform administrative functions for corporate bank accounts.-Prepare cash flow statement.-Support the Corporate Accounting Director in other treasury management activities.
• Prepare the month-end financial close processes, including:-Prepare monthly payroll entries and reconcile the payroll bank account.-Analyze general ledger accounts and prepare balance sheet account reconciliations.-Perform monthly fixed asset close and maintain corresponding schedules.
• Coordinate, organize, and track various state & federal income and non-income tax returns.
• Support external accounting firm in fulfilling various tax-reporting requirements.
• Prepare personal property tax returns.
• Facilitate & support external financial audit processes.
• Actively participate in special projects.
• Provide support and backup for accounting department personnel as needed.
• Demonstrate commitment to a culture of professionalism, accountability, customer/client focus, and teamwork.
KNOWLEDGE, SKILLS, AND ABILITIES: To succeed in this role, the individual should possess the following skills and abilities.
• Proficiency in Excel, Word, and Outlook.
• Aptitude for learning and understanding various accounting standards and reporting systems.
• Excellent communication, organization, and analysis skills.
• Good project management skills and the ability to meet deadlines.
• Knowledge of the NetSuite Accounting System is a plus but not required.
• Willingness and ability to work overtime if needed.
SUPERVISORY RESPONSIBILITIES: None
EDUCATIONS AND EXPERIENCE:
• Bachelor's degree is required, with a major in accounting preferred.
• 1-3 years of general accounting work experience required, with experience in a high-paced environment preferred.


INTERNAL APPLICANT POLICY:
Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra. Internal applicants must also have a minimum of 1 year service in current role unless approved by EVP.

BENEFITS:
Full health, vision, dental. 401(k) plans along with a host of voluntary plans such as car insurance, legal services and more.
DISCLOSURE
By applying to a job at Kestra Financial, Inc., you are agreeing to the following statements:
• You acknowledge that if hired, Kestra Financial, Inc. may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.
• It is the policy of Kestra Financial to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Kestra Financial prohibits any such discrimination or harassment.


KESTRA VALUES:

Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values: SERVE, MAKE IT HAPPEN, and ONE TEAM.