Accounting, Payroll Operations Specialist
Wealth Without Wall Street
full-time
Posted on:
Location Type: Remote
Location: Remote • 🇺🇸 United States
Visit company websiteJob Level
Mid-LevelSenior
About the role
- Manage daily transaction coding and reconciliation in QuickBooks Online across multiple entities
- Owns the monthly close process including journal entries, reconciliations, and intercompany activity
- Prepare monthly financial statements and supporting schedules
- Maintain clean, audit-ready books
- Run payroll across multiple entities with accuracy and consistency
- Maintain payroll setup, updates, and compliance documentation
- Manage W-9 collection and 1099-NEC preparation
- Serve as the point of contact for payroll-related questions
- Collect and validate life insurance commission data from multiple carriers
- Prepare accurate commission and affiliate payment reports
- Process debt fund investor payments accurately and on time
- Maintain documentation and audit trails for all payments
- Document, maintain, and improve SOPs across accounting, payroll, commissions, and investor payments
- Reduce leadership involvement through clean systems and proactive execution
Requirements
- Experience supporting 3-5+ entities
- 3–5+ years accounting and/or payroll experience
- Strong QuickBooks Online proficiency
- Strong Excel skills
- High attention to detail and ownership mindset
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
transaction codingreconciliationjournal entriesfinancial statementspayroll processingW-9 collection1099-NEC preparationSOP documentationExcel proficiencyattention to detail
Soft skills
ownership mindsetproactive executioncommunicationorganizational skills