Posting Description
Who We Are:
Wealthspire is a leading wealth management, retirement advisory, and business management firm serving individuals, families, endowments, and institutions across the United States, Canada, and the United Kingdom. We provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services - empowering clients to navigate complexity with clarity and confidence. With over 1,200 employees across more than 40 offices, we deliver insights and solutions backed by deep research, technology, and decades of expertise. Our collective businesses create a unified ecosystem designed to meet clients wherever they are in their financial journey. Wealthspire is redefining the future of financial solutions through collaboration, scale, and a steadfast commitment to putting people first - our clients, our colleagues, and our communities.
Summary:
We are seeking a detail-oriented and reliable Staff Accountant to join our finance team. The Staff Accountant will play a key role in maintaining accurate financial records, supporting the month-end close process, preparing journal entries, reconciling accounts, and assisting with financial reporting. This position is ideal for an accounting professional with 2-5 years of experience who is committed to accuracy, compliance with GAAP, and contributing to the overall financial health of the organization.
Key Responsibilities:
Prepare, review, and post journal entries for recurring and routine transactions to ensure timely and accurate financial recording
Perform monthly account reconciliations, for bank accounts, balance sheet accounts, credit cards, and intercompany activity
Support month-end and year-end close processes, including accruals, prepaids, fixed assets, and revenue recognition
Maintain the general ledger by ensuring all entries are properly supported, classified, and documented
Prepare monthly, quarterly, and annual financial statements and supporting schedules (balance sheet, income statement, cash flow)
Support accounts payable and accounts receivable processes as needed, including invoice coding, payment processing, and customer collections analysis
Assist with budget preparation, variance analysis, and forecasting
Reconcile sub-ledgers to the general ledger and research and resolve discrepancies in a timely manner
Ensure compliance with US GAAP and internal accounting policies and participate in maintaining effective internal controls
Support external and internal audits by preparing schedules, gathering documentation, and responding to auditor inquiries
Identify and implement process improvements to increase efficiency and accuracy in accounting operations
Maintain organized financial records, workpapers, and documentation to ensure audit readiness and operational accuracy
Required Qualifications:
Bachelor's degree in Accounting
2-5 years of progressive accounting experience (public accounting or corporate environment preferred)
Solid understanding of Generally Accepted Accounting Principles (GAAP)
Proficiency in Microsoft Excel (pivot tables, VLOOKUPs, data analysis functions) and accounting software (e.g., Workday, TM1, Power BI, or similar ERP systems)
Strong attention to detail and excellent analytical skills
High level of integrity and ability to handle confidential financial information
Effective written and verbal communication skills
Preferred Qualifications:
CPA license or CPA exam candidate / progress toward certification
Experience with month-end close processes in a mid-sized or larger organization
Familiarity with financial reporting, budgeting, and variance analysis
Experience in Wealth Management
Knowledge of additional tools such as Power BI, Tableau, or advanced Excel macros for reporting
What We Offer:We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, and more. The base salary range for this position is $65,000 - $85,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
Wealthspire is an inclusive Equal Employment Opportunity employer.
STAFF014858
Who We Are:
Wealthspire is a leading wealth management, retirement advisory, and business management firm serving individuals, families, endowments, and institutions across the United States, Canada, and the United Kingdom. We provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services - empowering clients to navigate complexity with clarity and confidence. With over 1,200 employees across more than 40 offices, we deliver insights and solutions backed by deep research, technology, and decades of expertise. Our collective businesses create a unified ecosystem designed to meet clients wherever they are in their financial journey. Wealthspire is redefining the future of financial solutions through collaboration, scale, and a steadfast commitment to putting people first - our clients, our colleagues, and our communities.
Summary:
We are seeking a detail-oriented and reliable Staff Accountant to join our finance team. The Staff Accountant will play a key role in maintaining accurate financial records, supporting the month-end close process, preparing journal entries, reconciling accounts, and assisting with financial reporting. This position is ideal for an accounting professional with 2-5 years of experience who is committed to accuracy, compliance with GAAP, and contributing to the overall financial health of the organization.
Key Responsibilities:
Prepare, review, and post journal entries for recurring and routine transactions to ensure timely and accurate financial recording
Perform monthly account reconciliations, for bank accounts, balance sheet accounts, credit cards, and intercompany activity
Support month-end and year-end close processes, including accruals, prepaids, fixed assets, and revenue recognition
Maintain the general ledger by ensuring all entries are properly supported, classified, and documented
Prepare monthly, quarterly, and annual financial statements and supporting schedules (balance sheet, income statement, cash flow)
Support accounts payable and accounts receivable processes as needed, including invoice coding, payment processing, and customer collections analysis
Assist with budget preparation, variance analysis, and forecasting
Reconcile sub-ledgers to the general ledger and research and resolve discrepancies in a timely manner
Ensure compliance with US GAAP and internal accounting policies and participate in maintaining effective internal controls
Support external and internal audits by preparing schedules, gathering documentation, and responding to auditor inquiries
Identify and implement process improvements to increase efficiency and accuracy in accounting operations
Maintain organized financial records, workpapers, and documentation to ensure audit readiness and operational accuracy
Required Qualifications:
Bachelor's degree in Accounting
2-5 years of progressive accounting experience (public accounting or corporate environment preferred)
Solid understanding of Generally Accepted Accounting Principles (GAAP)
Proficiency in Microsoft Excel (pivot tables, VLOOKUPs, data analysis functions) and accounting software (e.g., Workday, TM1, Power BI, or similar ERP systems)
Strong attention to detail and excellent analytical skills
High level of integrity and ability to handle confidential financial information
Effective written and verbal communication skills
Preferred Qualifications:
CPA license or CPA exam candidate / progress toward certification
Experience with month-end close processes in a mid-sized or larger organization
Familiarity with financial reporting, budgeting, and variance analysis
Experience in Wealth Management
Knowledge of additional tools such as Power BI, Tableau, or advanced Excel macros for reporting
What We Offer:We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, and more. The base salary range for this position is $65,000 - $85,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
Wealthspire is an inclusive Equal Employment Opportunity employer.
