Accounting Manager, Wellthy

• To be successful in this role, you’ll need to be open to learning, experimenting, and evolving. Comfort with emerging technology and curiosity around how tools like AI can support your workflow or help families more effectively is a plus
• BA/BS degree in accounting or related field (experience may be considered in lieu of degree)
• Experience/knowledge of accounting within the Professional Services industry is preferred
• 5+ years of experience as a staff accountant in a public accounting or professional services environment desired
• Proficiency and aptitude for applicable software proficiency with macOS systems, GSuite, and Slack as well as Quickbooks Online
• Knowledge of Rippling payroll is a benefit
• We encourage you to apply for this position by clicking the apply here button on job posting and attaching your resume. We understand that there is no “perfect” candidate and never expect every candidate to meet 100% of the qualifications listed above

Desirable

• As our Accounting Manager, you will play a critical role in supporting and overseeing all core accounting functions, ensuring accuracy, compliance, and operational efficiency across the organization. You will manage day-to-day accounting activities, including general ledger maintenance, month-end and year-end close processes, and financial reporting
• In this role, you will partner cross-functionally with teams such as Finance, People Operations, and Leadership to provide insights that inform strategic decision-making. You will be responsible for maintaining strong internal controls, ensuring compliance with GAAP and company policies, and supporting audits and tax filings as needed
• Responsible for the full-cycle general ledger accounting processes
• Improving overall accounting functions
• Maintain/adjust month-end schedules and reconciliations
• Prepare and record journal entries
• Maintain and update End-Of-Month/End-Of-Year close procedures and schedule
• Maintain knowledge of Wellthy’s organizational policies and procedures, and current accounting standards
• Reviews processing batches, non-complex and some complex account reconciliations and recording transactions
• Prepares and reviews financial reports
• Ensure the accuracy and timeliness of work performed
• Practice good internal controls while adhering to company policies
• Process payroll, accounts payable and receivable, expense reports and general bookkeeping
• Lead annual financial statement and 401K audits
• To work remotely, you must have a strong internet connection, quiet space to take calls and a professional (distraction free) environment