Wealthbox

CRM platform for financial advisors

Senior Accountant

Financial AccountingConfirmed live in the last 24 hours

Full-timeRemote in USANo salary listed

About the Job

Requirements

A bachelor's degree in accounting or a related field is required.
At least 3 years of accounting experience is required.
Solid knowledge of generally accepted accounting principles and month-end close fundamentals is required.
Hands-on experience with accounts payable, accounts receivable, and balance sheet reconciliations is required.
Ability to use artificial intelligence and automation to improve accounting workflow efficiency is required.
Ability to work across functions with non-finance partners and handle multiple responsibilities on a lean team is required.

Responsibilities

Prepare journal entries and balance sheet reconciliations, and lead variance analysis for assigned accounts as part of the month-end close.
Help the team move toward a faster, more continuous close and maintain audit-ready books.
Manage accounts payable and credit card expenses, including reimbursements, travel and expense policy, and vendor payment controls to protect against fraud.
Drive accounts receivable collections by identifying failed or expiring payments, managing receivables aging, and keeping days sales outstanding low while protecting customer relationships.
Review monthly sales tax returns prepared by Anrok and support the annual audit and tax process.
Use the accounting technology stack, including Rillet, Anrok, Stripe, and Brex, to identify manual work, automate processes with artificial intelligence where appropriate, and recommend improvements.

Desired Qualifications

Certified Public Accountant credential preferred.
Experience in a software-as-a-service or high-growth technology company strongly preferred.

About Wealthbox

Wealthbox is the #1 CRM software platform for financial advisors: rated #1 by the people who use it and #1 in market share. Tens of thousands of advisors and their teams run their day on it, and our largest enterprise firms rely on it as the intelligent hub for their entire practice. We’re a fast-growing team building the AI-powered software advisors actually want to use, and we’re looking for people who want to help.

The Role

We’re looking for a Senior Accountant to join our growing team. You’ll partner with the Senior Manager of Accounting across all areas of accounting, including payables, receivables, expense management, month-end close, and the annual audit. We’re lean by design, so you’ll have the visibility and autonomy to refine how we run the day to day, use AI and our tech stack to make our existing processes faster and more scalable, and see how your work directly contributes to our success.

What You’ll Do

Play a key role in the month-end close: prepare journal entries and balance sheet reconciliations, and lead variance analysis on your accounts. Help the team move toward a faster, more continuous close and keep our books audit-ready.
Manage accounts payable and credit card expenses, including reimbursements, T&E policy, and vendor payment controls that protect against fraud.
Drive accounts receivable collections: catch failed or expiring payments early, work the aging, and keep DSO down while protecting customer relationships.
Review monthly sales tax returns prepared by Anrok and support the annual audit and tax process.
Get the most out of our stack (Rillet, Anrok, Stripe, Brex). Find the manual work, automate it with AI where you can, and bring us well-reasoned improvements rather than maintaining the status quo.

What You Bring

Bachelor’s degree in accounting or a related field; CPA preferred.
3+ years of accounting experience; SaaS or high-growth technology company experience strongly preferred.
Solid GAAP and month-end close fundamentals, with hands-on AP, AR, and balance sheet reconciliation experience.
Self-starter with a knack for problem solving and real enthusiasm for using AI and automation to drive measurable efficiency gains in accounting workflows.
Comfort on a lean team, wearing multiple hats and working cross-functionally with non-finance partners.

What We Offer

Competitive salary
Comprehensive health benefits
401(k) with 4% company match
Paid time off
Fully remote work

About the Company

Wealthbox

CRM platform for financial advisors

Wealthbox is a customer relationship management (CRM) platform tailored for financial advisors. It helps advisors manage client information, tasks, calendars, and workflows in one place, and it connects with other financial software. Users access the platform via a subscription and pay recurring fees for access to features such as task management, calendar integration, workflow automation, and reporting, all while prioritizing data security. The platform supports firms of all sizes and focuses on improving collaboration and productivity among advisory teams. Wealthbox differentiates itself by its specialization for financial services, built-in social collaboration tools, and tight integrations with financial software, aiming to streamline client relationship management and advisory workflows. The goal is to make it easier for financial advisors to manage client relationships, tasks, and workflows efficiently, securely, and collaboratively.

Company size: 51-200
Company stage: Acquired
Total funding: $31M
Headquarters: Providence, RI
Founded: 2014

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