Finance Assistant

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 [email protected] 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.

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W. Wealth Management, LLC | www.wwmllc.net | [email protected]