Accountant

Accountant

Responsible for assisting Sanctuary partner firms with bookkeeping services on a monthly basis, including attending meetings with 3rd party CPA partners to track and execute recommendations.

To perform the job successfully, the individual must be able to perform each essential duty satisfactorily:

• 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

The following skills and abilities are required to perform this job successfully:

• Strong customer service and communication skills

• Intermediate to advanced Excel spreadsheet proficiency

• Positive attitude, excellent work ethic and team player

• Ability to work in a fast-paced environment

Bachelor's Degree or equivalent experience required

Experience with QuickBooks and Sage Intacct a plus

Proficiency with computers

High level of efficiency and accuracy.

We believe in supporting our employees both personally and professionally by offering a comprehensive and competitive benefits package designed to promote well-being, financial security, career growth, and work-life balance.

Health & Wellness

• Medical, dental, and vision insurance options
• Health Savings Account (HSA) programs
• Employer-paid life and disability insurance
• Wellness initiatives and preventative care support

Financial Benefits

• Competitive base compensation ($70,000-$90,000) plus a 10% annual bonus eligibility
• 401(k) retirement plan with company match
• Employee referral bonus program

Time Off & Flexibility

• Unlimited paid time off (PTO) package
• Paid company holidays
• Paid parental leave
• Hybrid work schedule

Professional Development

• Ongoing learning and development opportunities
• Professional certification and continuing education support
• Career growth and internal mobility opportunities
• Access to mentorship and leadership development programs

Additional Perks

• Company-sponsored events and employee engagement activities
• Technology and equipment support for applicable roles
• Inclusive and collaborative workplace culture
• Volunteer and community engagement opportunities