Senior Accountant

Title Senior Accountant Location Hybrid, New York, or Tempe About Us Wealth.com is the industry’s leading estate planning platform, empowering more than 1,000 wealth management firms to modernize how they talk about estate planning with their clients. As the only tech‑led, end‑to‑end platform built specifically for financial institutions, Wealth.com enables firms to drive scale, efficiency, and measurable client impact. Trusted by some of the largest names in finance, Wealth.com combines proprietary AI, robust security, and deep technological and legal expertise to serve the full range of client needs, from foundational plans to the most sophisticated estate strategies. The company has been widely recognized for innovation and leadership, winning Top Estate Planning Technology and Top Estate Planning Implementation at the 2025 WealthManagement.com Industry Awards, being named the 2024 Best Technology Provider in the Trust category, and earning #1 in estate planning market share in the 2025 Kitces AdvisorTech Study. Our team is fundamental to our standing as the leading estate planning platform. We cultivate a collaborative and supportive environment, fostering innovation and making Wealth.com a truly enjoyable workplace. Wealth.com is proud to be certified as a Great Place to Work for 2025. The Opportunity We are seeking a tech‑forward Senior Accountant to own our full‑cycle accounting operations. This is a critical generalist role for an experienced professional who excels at managing daily transactions while driving the modernization of the finance function. The ideal candidate is an expert in modern fintech tools and is passionate about utilizing AI to eliminate manual workflows, optimize banking operations, and maintain an audit‑ready environment. Key Responsibilities Banking & Treasury Operations Cash Management: Monitor daily cash positions and perform weekly cash flow reporting to ensure adequate liquidity. Wire Transfers: Initiate and manage domestic and international wire transfers, ensuring strict adherence to internal controls and fraud prevention. Banking Reconciliations: Perform complex bank and payment processor reconciliations for Stripe and corporate operating accounts. Fintech Management: Oversee corporate credit card programs and expense management via Ramp , ensuring perfect reconciliation and policy compliance. Accounting Operations & Execution Month‑End Close: Execute month‑end close procedures, including journal entry preparation and maintenance of schedules for accruals, prepaids, and fixed assets. Audit Preparation: Prepare high‑quality audit workpapers and supporting documentation to ensure a seamless annual audit process. Accounts Payable: Manage the full AP cycle using Bill.com , ensuring accurate coding and timely vendor payments. Accounts Receivable: Manage the AR lifecycle, including invoicing, cash application, and proactive collections. Tax & Payroll: Manage the preparation and filing of sales tax returns and post payroll journals (with auxiliary support for processing as needed). Systems Innovation & AI Strategy System Migration: Play a key technical role in migrating accounting functions to a "new age" accounting system/ERP , ensuring data integrity and optimized digital workflows. AI Implementation: Proactively identify manual "bottlenecks" and implement AI‑driven solutions (such as OCR and automated workflows) to increase efficiency. Tech Stack Optimization: Maintain and optimize integrations between Ramp , Bill.com , Stripe, and the general ledger. Qualifications Experience: 5+ years of progressive accounting experience in a full‑cycle capacity. Technical Mastery: Advanced proficiency in Bill.com , Ramp, and Stripe. Banking Knowledge: Direct experience managing corporate banking portals and wire transfer initiation. Systems Mindset: Proven experience assisting with an accounting system migration or ERP implementation. Automation Focus: Demonstrated ability to use AI or automation tools to streamline repetitive accounting tasks. Education: Bachelor’s degree in Accounting or Finance. Competencies: Knowledge of US GAAP and the ability to produce audit‑ready work with high attention to detail. Compensation & Level Base Salary: 110,000 - 130,000 Competitive base salary, performance‑based incentives, and meaningful equity participation. Benefits & Perks Competitive salary. Hybrid work arrangement if located in the Phoenix or New York area; otherwise, fully remote. We also meet together in person several times a year. Excellent medical, dental, and vision insurance options, with low‑cost premium structures that demonstrate our commitment to offering great value to our employees. 100% company‑paid basic life insurance, short‑term and long‑term disability insurance. 100% paid parental leave upon eligibility. Company equity managed through Carta. 401k with match and 100% vesting upon hire. Flexible PTO in an environment where taking time off to relax or recharge is supported and encouraged. Take time off for holidays—and yes, your birthday counts too. Celebrate, relax, and recharge without thinking twice. Wealth is an equal opportunity employer and encourages people from all backgrounds to apply. Should you have a disability or special need that requires accommodation, please let us know. #J-18808-Ljbffr Wealth.com