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 (If applicable)
- 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
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
Skills Required
- Bachelor’s degree
- Two years of accounting experience
- Public accounting and audit experience
- Strong accounting skills
- Ability to interpret insurance documents
- Proficiency with Microsoft Excel, Word, PowerPoint, and Outlook
- CPA experience and license
- Ability to lift 25 pounds and perform required office physical activities
Higginbotham Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Higginbotham and has not been reviewed or approved by Higginbotham.
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Healthcare Strength — Health coverage is positioned as comprehensive, with extensive insurance options and access to high-quality plans at competitive rates. Employer contributions toward medical premiums and additional coverage options are described as part of the package.
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Equity Value & Accessibility — Employee ownership is highlighted as a notable component of total rewards, framed as an “owner” model with potential long-term upside. Stock programs, grants, profit units, or similar participation are described as part of compensation for some roles.
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Leave & Time Off Breadth — Paid time off is repeatedly positioned as a strength, including references to strong PTO and time to support community involvement. A flexible work environment and some hybrid flexibility are also described as part of the overall rewards experience.
Higginbotham Insights
What We Do
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