Senior Accountant

Wealth Partners is hiring a Senior Accountant to own the numbers that drive smarter business decisions across the organization. At Wealth Partners the $123,000 - $175,000 matters, sure, but so does owning the finance outcome with 7 years of Tax Preparation behind it.

Key Responsibilities

• Own the tax provision and the footnotes that explain it
• Reconcile merchant fees against statements that never quite match
• Manage banking relationships and optimize treasury operations
• Carry the senior budget reforecast through three rounds of leadership review
• Settle expense reports fast enough that nobody chases you twice
• Knit Workday Adaptive Planning pipelines into the close so data lands pre-validated
• Trim days off the AP cycle without straining a single vendor
• Build the cash-forecast that tells Wealth Partners when to draw the line of credit

What You'll Bring

• Working familiarity with temporary schedules and team norms at Wealth Partners
• A communicator who writes the meeting recap nobody asked for but everyone reads
• Comfort working in a fast-paced, feedback-driven environment
• Comfort presenting to a CA-wide audience without a script
• Comfort navigating ambiguity when the brief arrives half-written

Wealth Partners doesn't sell finance so much as guarantee it, a data-honest distinction the Ontario, CA team takes personally. Our Ontario team would rather over-communicate than leave a teammate guessing at midnight.

Your offer at Wealth Partners: $123,000 - $175,000, a mentor, generous benefits, and the Ontario, CA flexibility to grow on your own clock.

Candidates are being contacted promptly as part of our active search.