Hybrid Accountant: Bookkeeping & CPA Liaison

Sanctuary Wealth; La Vista (NE); Híbrido; USD 70 000 - 90 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Health insurance

401(k) match

Unlimited PTO

Hybrid schedule

Annual bonus eligibility

Resumo da oferta

Sanctuary Wealth in Omaha, NE or Indianapolis, IN is seeking an Accountant to support partner firms with monthly bookkeeping and to attend meetings with 3rd party CPA partners to implement recommendations.

Duties include collecting data, ensuring accurate general ledger entries, linking feeds to the accounting system, and coordinating monthly statements with the CFO and CPAs; requires strong Excel skills and teamwork.

Qualificações

• Bachelor’s degree required or equivalent experience.
• QuickBooks and Sage Intacct a plus.
• Proficiency with computers and high accuracy.

Responsabilidades

• 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 with 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.
• Other tasks as assigned

Conhecimentos

Communication

Excel

Team player

Fast-paced

Formação académica

Bachelor’s Degree or equivalent

Ferramentas

QuickBooks

Sage Intacct

Descrição da oferta de emprego

Sanctuary Wealth in Omaha, NE or Indianapolis, IN is seeking an Accountant to support partner firms with monthly bookkeeping and to attend meetings with 3rd party CPA partners to implement recommendations.

Duties include collecting data, ensuring accurate general ledger entries, linking feeds to the accounting system, and coordinating monthly statements with the CFO and CPAs; requires strong Excel skills and teamwork.