Senior Accountant, Wealth.com
$110-130k
+ Performance-based incentives, and meaningful equity
Estate planning technology
Be an early applicant
Estate planning technology
101-200 employees
Be an early applicant
$110-130k
+ Performance-based incentives, and meaningful equity
101-200 employees
Company mission
To revolutionize estate planning by using AI-powered solutions to help financial advisors, benefits departments, and individuals.
Role
Who you are
- 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
- 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
What the job involves
- 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
- 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
- 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)
- 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
Our take
50% of personal wealth in the US will change hands in the next two decades, inciting a need for estate planning solutions that are efficient, insightful and help grow the pre-existing pots. Wealth.com aids this transfer through its estate planning platform for financial institutions and their clients.
Wealth.com’s platform leverages next-gen technology infused with AI to help the financial planning of personal estates. Differentiating it from the crowded wealth planning market is the company’s balance of machine learning technology and a human touch, rendering it one of the only tech-led, end to-end platforms built specifically for financial institutions.
Balancing fintech fluency and boutique estate planning, Wealth.com has attracted the eye of investors. The substantial funding it has received continues to fuel growth and product development, positioning the company to continue its path of success.
Kirsty
Company Specialist at Welcome to the Jungle
Company
Funding (last 2 of 3 rounds)
Apr 2026
$65m
SERIES B
Sep 2024
$30m
SERIES A
Total funding: $111m
Company benefits
- Fully remote, flexible work environment (we do however meet together in person several times a year)
- Full medical and dental benefits
- Unlimited PTO in an environment where taking time off to relax or recharge is supported and encouraged
- Paid parental leave
- Company equity managed through Carta
- 401k with Match and 100% vesting upon hire
Company HQ
Camelback East Village, Phoenix, AZ
Leadership
Rafael Loureiro
(CEO)Official Member of the Forbes Finance Council. Previoulsy CTO at LexisNexis Risk Solutions and Emailage Corp, and CRM at Avanade.
Rei Carvalho
(Co-Founder & Executive Chair)Previously Managing Partner at Bela Juju Ventures and CEO at Emailage. Was also CTO at Phoenix Kiosk and Secure Medical.
Tim White
(Co-Founder & Chief Growth Officer)Previously Chief Partnership Officer at Emailage, Business Development Executive at CrossChx and GlobalMed Telemedicine, and a Sales Operations Manager at Outreach International.
Danny Lohrfink
(Co-Founder & CPO)Executive Board Member on the Fast Company Executive Board. Was Business Lead at SoFi and VP of Private Wealth Management (Americas COO Team) at Goldman Sachs.
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