Accountant

Sanctuary Wealth; Nebraska; Hybrid; USD 70,000 - 90,000; Full time

Benefits offered by this job

Health insurance

401(k) plan with company match

Unlimited PTO

Hybrid work schedule

Job summary

Sanctuary Wealth is seeking an Accountant to support partner firms with monthly bookkeeping and to collaborate with 3rd party CPA partners on recommendations.

The role involves collecting financial data, ensuring proper general ledger entries, and linking feeds to the accounting system, with monthly statement prep coordinated with the CFO and CPAs. A hybrid schedule is available in Omaha, NE or Indianapolis, IN.

Qualifications

• Bachelor’s Degree or equivalent experience.
• Experience with QuickBooks and Sage Intacct a plus.
• Proficiency with computers and general software tools.

Responsibilities

• Collect financial information from partner firms to enter into the accounting system.
• Communicate with financial advisor firms to ensure activity is recorded properly in the general ledger.
• Assist financial advisors in linking checking, credit card and other feeds into the accounting system.
• Coordinate monthly financial statement preparation with CFO and 3rd party CPA partners.
• Assist with 1099 process for advisor’s vendors and partner with Sanctuary corporate accounting with IRS filing.
• Communicate with the Firm’s tax partner as required, including attending review meetings.

Skills

Customer service

Excel

Team player

Fast-paced environment

Education

Bachelor's Degree

Tools

QuickBooks

Sage Intacct

Job description

Description

Position Title

Accountant

Type

On-Site (Hybrid Schedule)

Reports To

Controller

Location

Omaha, NE or Indianapolis, IN

Compensation Package

See details below.

Position Summary

Responsible for assisting Sanctuary partner firms with bookkeeping services on a monthly basis, including attending meetings with 3rd party CPA partners to track and execute recommendations.

Duties and Responsibilities

To perform the job successfully, the individual must be able to perform each essential duty satisfactorily:

• Collect financial information from partner firms to enter into the accounting system
• Communicate with financial advisor firms to ensure activity is recorded properly in the general ledger
• Assist financial advisors in linking checking, credit card and other direct feeds into the accounting system
• Coordinate monthly financial statement preparation with CFO and 3rd party CPA partners
• Assist with 1099 process for advisor’s vendors and partner with Sanctuary corporate accounting with IRS filing
• Communicate with the Firm’s tax partner as required, including attending review meetings
• Other tasks as assigned

Qualifications

The following skills and abilities are required to perform this job successfully:

• Strong customer service and communication skills
• Intermediate to advanced Excel spreadsheet proficiency
• Positive attitude, excellent work ethic and team player
• Ability to work in a fast-paced environment

Requirements

Education and Experience Required

• Bachelor’s Degree or equivalent experience required
• Experience with QuickBooks and Sage Intacct a plus
• Proficiency with computers
• High level of efficiency and accuracy.

Benefits & Compensation Package

We believe in supporting our employees both personally and professionally by offering a comprehensive and competitive benefits package designed to promote well-being, financial security, career growth, and work-life balance.

Health & Wellness

• Medical, dental, and vision insurance options
• Health Savings Account (HSA) programs
• Employer-paid life and disability insurance
• Wellness initiatives and preventative care support

Financial Benefits

• Compensation Package - Competitive base compensation ($70,000-$90,000) plus a 10% annual bonus eligibility
• 401(k) retirement plan with company match
• Employee referral bonus program

Time Off & Flexibility

• Unlimited paid time off (PTO) package
• Paid company holidays
• Paid parental leave
• Hybrid work schedule

Professional Development

• Ongoing learning and development opportunities
• Professional certification and continuing education support
• Career growth and internal mobility opportunities
• Access to mentorship and leadership development programs

Additional Perks

• Company-sponsored events and employee engagement activities
• Technology and equipment support for applicable roles
• Inclusive and collaborative workplace culture
• Volunteer and community engagement opportunities