Partner Firm Bookkeeper & Accountant (Hybrid)

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

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.