Job Title: Staff Accountant - Treasury and Logistics
Reports to: Manager of Treasury and Logistics
The Staff Accountant - Treasury and Logistics is a key member of the Finance Division. This position will have overall responsibility for the company's tax and regulatory matters, banking support, property and casualty insurance and risk management program. In this hands-on position, the senior accountant will perform a combination of managerial and tactical day-to-day duties. A significant amount of time will be spent providing customer service via telephone and email with volunteer leaders that have a diverse level of financial and accounting experience.
Answer various tax or regulatory questions from members via telephone and email
Monitor incoming requests and forward to insurance providers
Provide direct banking assistance to Toastmasters club and districts in support of their mission
Ensure all tax returns are completed accurately and filed on a timely basis. Tax areas of focus include but are not limited to federal returns such as the 990 and 990N's, state returns such as the 199N, income, sales & use, GST, property, and duty and other import/export related taxes
Secure and track sales tax exemptions in jurisdictions where possible.
Periodically train finance and member services team members on tax and regulatory requirements to expand the customer service team's ability to answer member questions
Assist Toastmaster's members and volunteer leaders with their liability insurance needs specific to venue rentals and events.
Monitor the status of the company's PCI compliance and work with the internal IT department to ensure that all electronic systems not only maintain compliance but are also reported accurately to PCI partners in the industry as required
Ensure the treasury and compliance area meets high customer service standards.
Perform other duties and special assignments as required by management
Knowledge and Skills
Innovative, positive, hands on leader
Detail-oriented individual possessing an ability to effectively multi-task and set priorities
Superior written and verbal communication skills, coupled with highly developed interpersonal skills
An interest in frequently communicating with members and volunteer officers with various levels of financial knowledge
Ability to meet deadlines
Collaboratively work effectively across functions
Ability to learn and interpret policies and communicate them clearly to staff and members
Must be flexible and able to accept and adapt to change
Non-profit or tax/regulatory experience a plus but not required
Monitor and respond to email queue, and take calls regarding bank authorizations, certificates, and compliance questions
Intermediate to Advanced skills - Microsoft Office Suite (strong Excel skills needed)
Bachelor's degree or higher in accounting or finance
Strong understanding of accounting theory
3+ years accounting/finance experience; CPA a plus but not required
Public accounting and/or tax experience a plus but not required