Accountant

Sanctuary Wealth • La Vista, NE

9d • Hybrid

About The Position

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.

Requirements

• Bachelor’s Degree or equivalent experience required
• Proficiency with computers
• High level of efficiency and accuracy
• 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

Nice To Haves

• Experience with QuickBooks and Sage Intacct a plus

Responsibilities

• 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

Benefits

• Medical, dental, and vision insurance options
• Health Savings Account (HSA) programs
• Employer-paid life and disability insurance
• Wellness initiatives and preventative care support
• 401(k) retirement plan with company match
• Employee referral bonus program
• Unlimited paid time off (PTO) package
• Paid company holidays
• Paid parental leave
• Ongoing learning and development opportunities
• Professional certification and continuing education support
• Career growth and internal mobility opportunities
• Access to mentorship and leadership development programs
• Company-sponsored events and employee engagement activities
• Technology and equipment support for applicable roles
• Inclusive and collaborative workplace culture
• Volunteer and community engagement opportunities

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree