Wealth Counsel
  • Draper, UT, USA
  • Full Time

We value our employees’ time and efforts. Our commitment to your success is enhanced by our competitive salary and an extensive benefits package including paid time off, medical, dental and vision benefits and 401K match and future growth opportunities within the company. We also offer up to $40/month gym membership reimbursement.


Senior Accountant Full-Time Position

WealthCounsel serves thousands of estate planning attorneys and business planning attorney located in all 50 states. WealthCounsel's culture is defined by a single word, "excellence": In the people we hire, the products, education and services we deliver, and the support we provide to our customers.

Position Overview

WealthCounsel is seeking a capable & experienced Senior Accountant that is looking to grow their skills and contribute to a winning team. This individual will be involved in all aspects of accounting and will play a key role in the company's success while working alongside the Accounting Manager and VP of Finance. Position will likely involve a flexible work schedule working from both home and the office.


Key Activities:

  • Assist in managing the month-end close & monthly financial statements.
  • Review monthly operating expense accounts with key personnel & report on expense variances.
  • Participate alongside VP of Finance in annual budget & quarterly re-forecasting.
  • Make recommendations toward sound business decisions while ensuring compliance with company policies and procedures.      
  • Assist with financial audits and preparing tax return information. 

Team Development / Leadership:

  • Promote a culture of excellence and continuous improvement that values learning and a commitment to quality.
  • Mentor and develop staff using a supportive and collaborative approach: assign accountabilities; set objectives; establish priorities while monitoring & evaluating results.

Qualifications:

  • Demonstrates high moral and ethical standards.
  • Well-organized and able to collaborate with other team members and senior executives.
  • Experience with budgeting & financial reporting.
  • Sound understanding of GAAP.
  • Detail-oriented and able to produce high quality, accurate work.
  • Strong written and verbal communication skills.
  • Sound computer skills, including strong Excel & Office applications.

Education & Experience:

  • Bachelor's Degree in Accounting.
  • 3-5 year's previous experience.
  • Experience with NetSuite a plus.  

Benefits

We value our employees' time and efforts. Our commitment to your success is enhanced by our competitive salary and an extensive benefits package including paid time off, medical, dental and vision benefits and 401K match and future growth opportunities within the company. We also offer up to $40/month gym membership reimbursement.

Wealth Counsel
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