FINANCE ASSISTANT
W. Wealth Management, LLC
POSITION: Full-Time, Remote | REPORTS TO: Senior Finance Manager
COMPENSATION: $45,000 - $65,000 annually
ABOUT US
W. Wealth Management is a premier payroll and accounting services firm serving high-net-worth individuals and institutional clients. We deliver institutional-grade financial infrastructure with meticulous attention to detail and excellence.
POSITION OVERVIEW
We are seeking a detail-oriented Finance Assistant to support our day-to-day financial operations. This role is essential to maintaining accuracy in accounting functions and upholding the high standards our clients expect.
KEY RESPONSIBILITIES
- Process accounts payable/receivable and maintain accurate general ledger entries
- Perform monthly bank and credit card reconciliations
- Assist with payroll processing including data entry, timesheet verification, and tax filings
- Prepare financial reports, P&L statements, and balance sheets
- Support month-end and year-end closing procedures
- Maintain organized digital filing systems for financial records
- Assist with invoice preparation, billing processes, and expense reimbursements
- Support compliance requirements and tax preparation documentation
- Coordinate with external accountants, auditors, and tax professionals
REQUIRED QUALIFICATIONS
- Associate's or Bachelor's degree in Accounting, Finance, or related field
- 1-3 years of experience in accounting, bookkeeping, or finance
- Proficiency in accounting software (QuickBooks, Xero, or similar)
- Advanced Microsoft Excel skills (formulas, pivot tables, VLOOKUP)
- Strong attention to detail with commitment to accuracy
- Excellent organizational and time management abilities
- Ability to work independently in a remote environment
- Professional demeanor and ability to handle confidential information
PREFERRED QUALIFICATIONS
- Experience with payroll systems (ADP, Paychex, Gusto)
- Familiarity with high-net-worth client services or family office environments
- Knowledge of tax preparation and basic tax accounting
- Certified Bookkeeper or working toward CPA certification
WHAT WE OFFER
- Competitive salary ($45K-$65K based on experience)
- Comprehensive benefits: health, dental, vision insurance
- 401(k) with employer matching
- Paid time off and holidays
- Professional development and continuing education support
- Remote work flexibility
- Clear career advancement opportunities
WORK SCHEDULE
Full-time remote position, 9:00 AM - 5:00 PM EST, Monday-Friday. Dedicated workspace with reliable internet required.
HOW TO APPLY
Submit to openings@wwmllc.net with subject line "Finance Assistant Application - [Your Name]":
- Current resume/CV
- Cover letter highlighting relevant experience
- Two professional references
- Salary expectations
HIRING IMMEDIATELY - Applications reviewed on a rolling basis.
W. Wealth Management, LLC is an equal opportunity employer.
