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Senior Accountant at Wealth Enhancement | JobVerse
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Senior Accountant
Wealth Enhancement
Remote
Website
LinkedIn
Senior Accountant
United States
Full Time
2 hours ago
$90,000 - $105,000 USD
Apply Now
Key skills
Workday
Communication
About this role
Role Overview
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)
Apply Now
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