Why Work at GWO?
At Gettleson, Witzer & O’Connor, we combine the best of both worlds—traditional values and cutting-edge innovation.
Our team is dedicated to delivering high-quality, personalized business management services to a diverse and prestigious client base.
We prioritize the financial well-being of our clients while leveraging the latest technology in a secure, modern environment.
If you're looking to join a firm that values excellence, collaboration, and forward-thinking solutions, GWO is the place to grow your career.
Client Accountant/Assistant Account Manager/Bookeeper The Client Accountant supports clients and their representatives with personal and business financial matters, including full-charge bookkeeping, payroll, accounts payable/receivable, and fund transfers for individuals and corporations.
This role works closely with Account Managers and involves direct client interaction.
Essential Duties Cash Management Prepare and record daily check and electronic deposits Reconcile daily cash balances and resolve discrepancies Accounts Payable Assembling backup documentation Upload and code invoices in AgilLink Print and mail approved payments Reporting & Reconciliation Maintain repetitive reports and client files Assist with bank transactions including wires and transfers Payroll & Contributions Prepare routine payrolls Track charitable contribution letters Assist with 1099 data compilation Administrative Support Coordinate courier services Communicating with vendors and internal teams Support Account Managers with ad hoc tasks Qualifications AgilLink experience preferred Strong oral and written communication skills Excellent interpersonal skills Ability to multitask and thrive in a fast-paced environment Total Rewards & Benefits Competitive Hourly Rate ($26.45-$28.85) Medical, dental, and vision insurance (100% Employer Paid on Base Plans) Life, STD, LTD and AD&D (Employer Sponsored) 401(k) Paid vacation, holidays, and sick leave Professional development opportunities Possible hybrid work schedule (as a perk and based on role and performance) Supportive, team-oriented culture Powered by JazzHR