Senior Accountant

Wealth.com • New York, NY

20h • Hybrid

About The Position

Wealth.com is the industry’s leading estate planning platform, empowering more than 1,000 wealth management firms to modernize how they talk about estate planning with their clients. As the only tech-led, end-to-end platform built specifically for financial institutions, Wealth.com enables firms to drive scale, efficiency, and measurable client impact. Trusted by some of the largest names in finance, Wealth.com combines proprietary AI, robust security, and deep technological and legal expertise to serve the full range of client needs, from foundational plans to the most sophisticated estate strategies. The company has been widely recognized for innovation and leadership, winning Top Estate Planning Technology and Top Estate Planning Implementation at the 2025 WealthManagement.com Industry Awards, being named the 2024 Best Technology Provider in the Trust category, and earning #1 in estate planning market share in the 2025 Kitces AdvisorTech Study. Our team is fundamental to our standing as the leading estate planning platform. We cultivate a collaborative and supportive environment, fostering innovation and making Wealth.com a truly enjoyable workplace. Wealth.com is proud to be certified as a Great Place to Work for 2025. 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. 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.

Requirements

• 5+ years of progressive accounting experience in a full-cycle capacity.
• Advanced proficiency in Bill.com, Ramp, and Stripe.
• Direct experience managing corporate banking portals and wire transfer initiation.
• Proven experience assisting with an accounting system migration or ERP implementation.
• Demonstrated ability to use AI or automation tools to streamline repetitive accounting tasks.
• Bachelor’s degree in Accounting or Finance.
• Knowledge of US GAAP and the ability to produce audit-ready work with high attention to detail.

Responsibilities

• Monitor daily cash positions and perform weekly cash flow reporting to ensure adequate liquidity.
• Initiate and manage domestic and international wire transfers, ensuring strict adherence to internal controls and fraud prevention.
• Perform complex bank and payment processor reconciliations for Stripe and corporate operating accounts.
• Oversee corporate credit card programs and expense management via Ramp, ensuring perfect reconciliation and policy compliance.
• Execute month-end close procedures, including journal entry preparation and maintenance of schedules for accruals, prepaids, and fixed assets.
• Prepare high-quality audit workpapers and supporting documentation to ensure a seamless annual audit process.
• Manage the full AP cycle using Bill.com, ensuring accurate coding and timely vendor payments.
• Manage the AR lifecycle, including invoicing, cash application, and proactive collections.
• Manage the preparation and filing of sales tax returns and post payroll journals (with auxiliary support for processing as needed).
• Play a key technical role in migrating accounting functions to a "new age" accounting system/ERP, ensuring data integrity and optimized digital workflows.
• Proactively identify manual "bottlenecks" and implement AI-driven solutions (such as OCR and automated workflows) to increase efficiency.
• Maintain and optimize integrations between Ramp, Bill.com, Stripe, and the general ledger.

Benefits

• Competitive salary.
• Hybrid work arrangement if located in the Phoenix or New York area; otherwise, fully remote. We also meet together in person several times a year.
• Excellent medical, dental, and vision insurance options, with low-cost premium structures that demonstrate our commitment to offering great value to our employees.
• 100% company-paid basic life insurance, short-term and long-term disability insurance.
• 100% paid parental leave upon eligibility.
• Company equity managed through Carta.
• 401k with match and 100% vesting upon hire.
• Flexible PTO in an environment where taking time off to relax or recharge is supported and encouraged.
• Take time off for holidays—and yes, your birthday counts too. Celebrate, relax, and recharge without thinking twice.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Number of Employees: 1-10 employees