Senior Accountant

Socket.dev; Tampa (FL); Hybrid; USD 85,000 - 110,000; Full time

Benefits offered by this job

Competitive PTO/Holiday policy

401k match

1st day eligible benefits offering;医疗、

Paid Maternity/Paternity leave

Fun and welcoming office environment

Ability to work remotely 40%

Cell phone stipend

Equity Participation Plan

Job summary

HB Wealth is seeking a detail-oriented Senior Accountant to own day-to-day accounting operations within our Finance & Accounting team. The role emphasizes accuracy at volume, with opportunities to streamline processes and adopt AI-assisted workflows.

The ideal candidate will have 3–5 years of accounting experience, CPA progress, strong GAAP knowledge, and advanced Excel skills. This position supports month-end close, reconciliations, payables, receivables, and audit readiness.

Qualifications

• Bachelor's degree in Accounting, Finance, or a related field.
• CPA or progress toward CPA certification is required.
• 3-5 years of relevant accounting experience with strong GAAP knowledge.
• Advanced Excel skills and comfort with multi-system financial data.

Responsibilities

• Support month-end close and journal entries.
• Perform reconciliations for bank, investment, and other accounts.
• Manage accounts receivable, cash receipts, and fee revenue allocations.
• Process vendor invoices and corporate spend; ensure policy compliance.
• Maintain records and support audit requests; assist with process improvements.

Skills

Advanced Excel

GAAP knowledge

Analytical mindset

Attention to detail

Public accounting experience

Education

Bachelor's degree in Accounting/Finance

CPA or progress toward CPA

Tools

NetSuite

Ramp

Bill.com

Coupa

Job description

Description

HB Wealth (“HB”) is a national, independent, fee-only wealth management firm headquartered in Atlanta, GA, with additional offices in Palm Beach Gardens and Tampa, FL; Alpharetta, Augusta, and Sandy Springs, GA; Towson and Columbia, MD; Charlotte, NC; Columbia and Greenville, SC; and Nashville, TN.

Founded in 1989, HB provides wealth advisory services, investment management, and family office services to primarily high-net-worth individuals, families, and institutions. With over $32 billion in assets under management as of June 30, 2026, our team collaborates across all locations to deliver The Fiduciary Standard, Elevated®—bringing unwavering financial peace of mind to the clients we are privileged to serve.

At HB Wealth, we foster a healthy, collaborative work environment where every team member is respected and valued. We look for talented individuals who are passionate about learning, growing, sharing ideas, and making a meaningful impact for our clients.

Position Summary:

HB Wealth is seeking a detail-oriented and highly organized Senior Accountant to join our Finance & Accounting team. This role owns day-to-day accounting operations including areas listed in detail below.

The ideal candidate is analytical and dependable, comfortable working at volume without losing accuracy, and interested in improving the processes they run.

Job Responsibilities:

Month-End Close & Reconciliations

• Support the monthly close; prepare and post journal entries
• Prepare bank, investment, and clearing account reconciliations for Controller review; research and resolve discrepancies
• Maintain prepaid expense, fixed asset, and depreciation schedules
• Calculate and post accruals; maintain balance sheet reconciliations and supporting schedules

Revenue Collection & Accounts Receivable

• Apply cash receipts and record advisory fee revenue to the general ledger
• Reconcile fees collected by the custodian to amounts billed; research and clear variances
• Maintain accounts receivable aging and follow up on unpaid, short-paid, and direct-billed client fees

Accounts Payable & Corporate Spend (AI Assisted)

• Review and process vendor invoices in Ramp
• Review and code corporate card transactions; follow up on missing documentation and enforce policy
• Manage vendor onboarding, W-9 collection, verification of payment details, and annual 1099 process

Records, Process & Support

• Maintain accurate and organized accounting records and supporting documentation
• Support process improvement and automation initiatives
• Assist with audit requests by gathering schedules and supporting documentation
• Perform other accounting and finance-related duties and special projects as assigned

Requirements

• Bachelor's degree in Accounting, Finance, or a related field from an accredited college or university
• CPA or progress toward CPA certification required
• 3-5 years of relevant accounting experience with a strong understanding of fundamental accounting principles and GAAP
• Advanced Excel skills and comfort working with financial data across multiple systems
• Willingness to adopt AI assisted processes
• High level of integrity, discretion, and professionalism
• Experience with general ledger accounting, account reconciliations, and month-end close processes
• Experience in public accounting (audit), wealth management, or a professional services environment preferred
• Experience with NetSuite or a comparable ERP/accounting system preferred
• Hands-on experience with Ramp, Bill.com, Coupa, or a comparable AP and spend management platform preferred

Benefits

• Competitive PTO/Holiday policy
• 401k match
• 1st day eligible benefits offering; medical, dental, vision, telemed, disability, and more
• Paid Maternity/Paternity leave
• Fun and welcoming office environment with monthly and quarterly events
• Ability to work remotely 40%
• Cell phone stipend
• Equity Participation Plan

Why HB is a great place to work

Employees enjoy the collaborative, inclusive, team environment where they feel challenged and supported. The community involvement and philanthropy opportunities contribute to the culture of our company. The continuous learning opportunities, our client base, and the comprehensive benefit package round out the competitive compensation.

HB is an Equal Employment Opportunity Employer. HB only invites professionals to join us who share our values of hard work, meritocracy, respect for others, diversity, and commitment to our communities. Key to our culture is our commitment to creating a diverse workplace and fostering an inclusive environment in which people can be free to be their authentic selves. We insist on equality. It is expected, it is empowering, it is unwavering. We celebrate one another for the unique gifts that you alone can bring. We value difference, creativity, and spirit. It is in our DNA, and we like it that way.