Accountant
Sanctuary Wealth Group LLC•La Vista, NE
•$70,000 - $90,000•Hybrid
About The Position
The Accountant will be responsible for assisting Sanctuary partner firms with bookkeeping services on a monthly basis. This includes attending meetings with 3rd party CPA partners to track and execute recommendations. The role involves collecting financial information, ensuring proper general ledger activity, assisting financial advisors with system feeds, coordinating financial statement preparation, and supporting the 1099 process.
Requirements
- Bachelor’s Degree or equivalent experience required
- Proficiency with computers
- High level of efficiency and accuracy
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
- Competitive base compensation ($70,000-$90,000) plus a 10% annual bonus eligibility
- 401(k) retirement plan with company match
- Employee referral bonus program
- Unlimited paid time off (PTO) package
- Paid company holidays
- Paid parental leave
- Hybrid work schedule
- 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
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
