Accounting and Payroll Specialist
Wealthfront is seeking an Accounting and Payroll Specialist to join the finance and accounting team in building a scalable infrastructure to support a dynamic and high-growth business. The Accountant will be responsible for managing accounts payable, payroll processing, and assisting with the monthly close. You will report to the Controller, working closely as a partner to the entire Finance and Accounting team and will be encouraged to identify and execute opportunities to drive scale in the financial operations. You will combine a commitment to the company mission with a passion to lead a solutions-oriented team that partners on critical operating decisions throughout the organization.
Responsibilities
- Accounting duties such as accounts receivable, payable, print checks, bank and credit card reconciliations
- Process semi-monthly payroll and any off-cycle payrolls
- Prepare annual 1099’s
- Work with accounting staff to facilitate the end-to-end, timely and accurate financial reporting process
- Help with the month, quarter and year-end close activities at each subsidiary and on a consolidated basis
- Prepare and review journal entries, account reconciliations
- Improve processes to drive efficiency and effectiveness over corporate accounting and GL activities
- Lead continuous process improvement projects, provide meaningful proposals and drive implementation
- Prevent inaccuracies in and maintain the reliability of financial documents by setting up internal control systems and embracing proper policies for financial reporting
- Assist both the CFO and the Controller in the establishment of a scalable firm-wide accounting function
- Maintain positive relationships with regulators (including FINRA, SEC) and auditors (E&Y) by analyzing, researching and responding to inquiries in a timely and accurate manner
- Liaison with accounting software, system vendors, and consultants as required and make recommendations as to ways we can automate and enhance our accounting operations through the implementation of new systems
Requirements
- BA/BS required
- 1-4 years of accounting and payroll experience
- Payroll processing and reconciliation experience. ADP/Namely proficiency is a huge plus
- Proficiency in MS Office/G Suite and accounting packages, specifically experience in NetSuite
- Knowledge of GAAP, including preparation of audited GAAP financial statements
- Prior tax experience, such as reviewing and/or preparing tax returns, is a plus
- Customer-centric business philosophy and team-oriented mindset
- Unquestionable ethics
- Uncompromising attention to detail with the ability to communicate to the level of detail appropriate to the situation and audience
- Ability to problem-solve and actively address issues in a professional and effective manner
- Enthusiasm to apply technology to business processes
- Strong organizational skills and ability to set and meet deadlines in a high paced environment
- Self-starter who regularly takes initiative and can juggle multiple projects while simultaneously demonstrating creativity and judgment
- Takes pride in meeting deadlines and exceeding expectations on quality of output
Estimated annual salary range: $68,000 - $92,000 USD plus Equity.
Plus benefits including medical, vision, dental, 401K plan, generous time off, parental leave, wellness reimbursements, professional development, employee investing discount, and more!
Everyone across the financial spectrum deserves to live secure and rewarding lives. In order to successfully serve clients across the United States, the Wealthfront team is focused on hiring team members with a diverse range of backgrounds, experiences and perspectives. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
About Wealthfront
Wealthfront started with the ambition to transform the investment advisory business, with the goal to unlock access to high quality investment advice for millions who were underserved by the traditional institutions. We built the first automated investment product that allows you to invest in a personalized portfolio of thousands of companies in seconds for a remarkably low fee; we then expanded into banking which made it remarkably easy for people to automate their finances end-to-end and eliminated the hassle of money management, all of which resulted in attracting more than $27 billion of our client’s hard earned savings, created the robo-advisor category and transformed the broader industry. And yet, we have a long way to go to achieve our mission to build a financial system that favors people, not institutions.
Wealthfront’s vision is to make it delightfully easy to build long-term wealth on your own terms. This vision is more relevant than ever because millions more people are getting into the market early and investing their hard earned savings in a handful of stocks. While this is a great way to start, it is inconsistent with building long-term wealth. We want to empower young investors to expand their horizon, and easily explore and execute on a wider range of investing strategies, make informed investment decisions that are consistent with their values and beliefs while also making it effortless to grow and compound their savings exponentially, that’s transformational to their lives and their long-term future.
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