Hybrid Accountant: Growth, Bonus & Development

Sanctuary Wealth Group LLC; La Vista (NE); Hybrid; USD 70,000 - 90,000; Full time

Benefits offered by this job

Health insurance

Hybrid work schedule

401(k) match

Job summary

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

The role requires a Bachelor’s degree or equivalent, experience with QuickBooks and Sage Intacct, strong Excel skills, and a proactive, team-focused work style. The compensation package includes a base salary of $70,000–$90,000 plus a 10% annual bonus and a hybrid work schedule.

Qualifications

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

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 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.

Skills

Customer service

Communication

Excel proficiency

Teamwork

Education

Bachelor's degree

Tools

QuickBooks

Sage Intacct

Job description

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

The role requires a Bachelor’s degree or equivalent, experience with QuickBooks and Sage Intacct, strong Excel skills, and a proactive, team-focused work style. The compensation package includes a base salary of $70,000–$90,000 plus a 10% annual bonus and a hybrid work schedule.