Staff Accountant

GW & Wade is a growing boutique private wealth advisory firm with $10.5 billion of assets under management. We are focused on providing tax and investment management services to high-net-worth clients and we are looking for a Staff Accountant to join our team. We are looking for a hardworking individual who is organized and detail oriented. This position requires exceptional communication skills and the ability to prioritize tasks in a dynamic corporate environment.

Assists with all areas of accounting for one of our subsidiaries by performing the following duties:
  • Accurately and efficiently preparing financial statements
  • Maintaining GAAP supporting schedules in Microsoft Excel
  • Accurately expensing payables to the correct general ledger account and completing bank account reconciliations
  • Assisting with financial statement audits
  • Taking on additional projects as needed with a true team player attitude
The ideal candidate will have:*
  • An undergraduate business degree in Accounting or Finance
  • 1-3 years of professional experience in an accounting department or in public accounting
  • The ability to work effectively in a team environment
  • Strong organizational skills and the ability to multi-task
  • Solid Microsoft Office experience and good overall computer skills
  • Experience with MS Dynamics GP (Great Plains) preferred

* Must be authorized to work in the United States.

* Our company policy requires that all employees be up to date with their COVID primary vaccination series and boosters and provide related records.

GW & Wade is committed to offering a comprehensive benefits plan that is a part of total compensation. Benefits include health insurance, dental insurance, profit share, a healthcare reimbursement account, life insurance coverage, and a generous holiday and paid time off policy.

GW & Wade is an equal opportunity employer, committed to the strength of a diverse workforce.

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