Wealth Enhancement Group

Senior Accountant

Wealth Enhancement Group

full-time

Posted on:

Location Type: Remote

Location: United States

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Salary

💰 $90,000 - $105,000 per year

Job Level

Senior

About the role

  • Manage ASC 340-40 (Deferred Costs Accounting)
  • Maintain complete and accurate account reconciliations
  • Perform monthly and quarterly calculations, including amortization schedules and true‑ups
  • Prepare and record related journal entries
  • Maintain organized, audit‑ready support and documentation
  • Prepare and update ASC 340‑40–related financial statement footnotes
  • Partner with Advisor Compensation team to ensure accuracy, GAAP compliance and assist in automation of process
  • Support M&A Transactions
  • Meet with newly acquired teams to understand billing processes, revenue models, and contracts.
  • Conduct detailed diligence on transition‑related financial and accounting items
  • Identify gaps, risks, and adjustments to strengthen financial onboarding
  • Support accurate and timely post‑close financial reporting
  • Serve as an accounting resource for cross‑functional teams during integrations
  • Support Technical Accounting
  • Conduct technical accounting research on complex or non-routine transactions
  • Support writing technical accounting memos
  • Provide technical support during audits by providing memos, documentation and explanations of accounting conclusions
  • Perform Ad Hoc Audit and Project Support
  • Provide ad hoc support for internal and external audit requests
  • Assist with special projects focused on process improvement and strengthening internal controls
  • Collaborate cross‑functionally on one‑off issues and strategic initiatives

Requirements

  • 4–7 years of progressive accounting experience
  • CPA preferred
  • Strong knowledge of GAAP, including ASC 340-40 and ASC 718 (preferred)
  • Experience with Workday preferred
  • Advanced proficiency in Microsoft Excel
  • Strong analytical skills and attention to detail
  • Ability to work independently, manage multiple priorities, and meet deadlines
  • Excellent communication and documentation skills
Benefits
  • Training and professional development
  • Medical, dental and vision coverage (Available to full-time employees and their families)
  • Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses
  • Life and AD&D insurance – employer paid and voluntary options
  • Short-term and long-term disability, workers compensation – employer paid
  • 401k with match and profit sharing
  • Wellness programs and resources
  • Voluntary benefits, including pet insurance
  • 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)
  • 12 paid holidays each year (10 pre-determined and 2 floating days)
  • Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)
  • Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
ASC 340-40account reconciliationsamortization schedulesjournal entriesfinancial statement footnotesM&A Transactionstechnical accounting researchad hoc audit supportprocess improvementinternal controls
Soft Skills
analytical skillsattention to detailindependent worktime managementcommunication skillsdocumentation skills
Certifications
CPA