The Role
We are seeking an experienced, driven, and detail-oriented accounting professional to join our growing Accounting team as the Senior Manager of Technical Accounting & SEC Reporting, reporting to Senior Director of Accounting. This dual-role position is responsible for technical accounting research and policy development, while also overseeing the build out of the Company’s SEC Reporting function which will include oversight and the preparation of the Company’s SEC filings, including Forms 10-K, 10-Q, and 8-K.
The ideal candidate is intellectually curious, highly collaborative, and thrives in a fast-paced environment. This role will work cross-functionally with Legal, FP&A, Product, and external auditors to ensure technical accuracy, compliance, and operational excellence.
Technical Accounting Responsibilities
- Serve as an internal subject matter expert on complex U.S. GAAP topics, including but not limited to: revenue recognition, stock-based compensation, fair value measurement (ASC 820), CECL (ASC 326), loan accounting (ASC 310), consolidation (ASC 810), debt/equity instruments (ASC 470/480), and business combinations (ASC 805).
- Lead technical accounting research, including drafting accounting memos and whitepapers for significant or non-recurring transactions, new products or lines of business and to account for updates to accounting standards / guidance.
- Evaluate the impact of new accounting pronouncements and implement accounting policy updates accordingly.
- Review contracts and proposed transactions for accounting implications in real time, partnering with Legal and business stakeholders.
- Support audit and internal controls, including maintaining documentation for SOX compliance.
- Provide training to the accounting team and broader organization on technical accounting topics and policy changes.
- Promote continuous learning and best practices in technical accounting.
SEC Reporting Responsibilities
- Lead or assist in the preparation and review of all quarterly and annual SEC filings (10-K, 10-Q, 8-K, proxy statements), including the consolidated financial statements, MD&A, footnote disclosures, and GAAP checklists.
- Assist in coordinating the review and approval of quarterly and annual SEC filings by relevant parties, including, relevant committees, external auditors, and internal and external legal counsel.
- Support external and internal reporting processes including earnings releases, Board/Audit Committee presentations, and management reports.
- Build the SEC Reporting calendar to ensure the all teams across the Company and external partners are aligned with respect to committed deliverables and adherence to deadlines
- Ensure the accuracy, completeness, and timeliness of financial information reported in SEC filings.
- Coordinate cross-functionally to gather necessary inputs for disclosures (e.g., from Legal, FP&A).
- Oversee or assist with XBRL tagging of financial statements.
- Monitor changes in SEC regulations and ensure compliance with evolving disclosure requirements.
- Lead benchmarking and peer disclosure analysis to support best-in-class reporting.
- Partner with external auditors during quarterly reviews and annual audits.
Qualifications
- Bachelor’s or Master’s degree in Accounting or Finance
- CPA license required
- 7+ years of progressive accounting experience including Big 4 public accounting (preferably national office, SEC services, or technical accounting groups) and/or public company experience
- Strong knowledge of the U.S. GAAP and SEC regulations
- Experience writing technical accounting memos and implementing new accounting standards
- Demonstrated ownership of SEC reporting processes with strong project management skills
- Familiarity with SOX compliance and internal controls
- High attention to detail and analytical rigor with the ability to simplify complex accounting concepts
- Strong communication skills—written and verbal—with the ability to interact effectively at all levels of the organization
- Proficiency in Google Sheets or Excel; experience with financial systems such as Workiva, NetSuite, or similar platforms preferred
- Exposure to fintech, financial services, lending, or regulated industries, such as broker-dealer or mortgages, is a plus
Estimated annual salary: $148,000 - $171,000 plus equity and discretionary bonus.
Benefits include medical, vision, dental, 401K plan, generous time off, parental leave, wellness reimbursements, professional development, employee investing discount, and more!
About Wealthfront
Here at Wealthfront, our mission is to create a financial system that favors people, not institutions. We do this by leveraging technology to build powerful, low-cost, and easy-to-use financial products that help modern investors grow and manage their money.
We started with the ambition to transform the investment advisory business. By automating strategies typically reserved for the wealthy, we unlocked access to high quality investment advice for a digitally-native generation that was underserved by traditional institutions. Since then, we've expanded to a full suite of products designed to help our clients turn their savings into long-term wealth, including:
• A Cash Account that, through our partner banks, offers one of the highest annual percentage yields on uninvested cash in the industry, while providing instant and secure access to your money with no account fees and a full suite of checking features.
• A zero-commission Stock Investing Account with 50+ handpicked collections that help DIY investors discover new companies and make smarter investing decisions.
• Multiple automated investing portfolios designed to unlock tax savings through sophisticated strategies like fixed income, tax-loss harvesting, and direct indexing—which we offer at industry-leading low costs and accessible minimums.
Our award-winning products have attracted over 1 million clients who trust us with more than $85 billion of their hard earned savings—and we're far from done. If you’re inspired to help us reshape the financial industry as we create our next chapter, let’s talk!
For more information please visit www.wealthfront.com.We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
Please review our candidate privacy notice.
Disclosures: All investing involves risk, including the possible loss of principal. Tax-Loss Harvesting benefits vary depending on the client's entire tax and investment profile. Wealthfront doesn’t provide tax advice. The Cash Account is offered by Wealthfront Brokerage LLC (“Wealthfront Brokerage”), Member of FINRA/SIPC. Wealthfront Brokerage is not a bank. We convey funds to partner banks who accept and maintain deposits, provide the variable interest rate, and provide access to FDIC pass-through insurance. Investment management and advisory services–which are not FDIC insured–are provided by Wealthfront Advisers LLC (“Wealthfront Advisers”), an SEC-registered investment adviser. The checking features offered in the Wealthfront Cash Account are provided by Green Dot Bank, Member FDIC. Fees and Eligibility requirements may apply to certain checking features, please see the Deposit Account Agreement for details.
By “award-winning products”, please refer to www.wealthfront.com/reviews for more information. Wealthfront Corporation oversees Total Client Assets and Trusted Clients through Wealthfront Advisers and Wealthfront Brokerage. Wealthfront Advisers and Wealthfront Brokerage are wholly owned subsidiaries of Wealthfront Corporation.
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The Company
What We Do
Wealthfront is a nextgen banking service. We help you manage your money for both your short-term and long-term goals by providing a Cash Account with checking features and high interest, best-in-class automated investment management, and free financial advice, anytime you want it. We entered into the banking space in a big way this year with the launch of our cash account that offers an interest rate 5x greater than the national average. We’ve been overwhelmed by the response and have grown nearly 100% this year already to manage nearly $20 billion in total client assets.
Our ultimate vision is to optimize and automate all of our clients’ finances and build what we call Self-Driving Money™️. We want clients to be able to automatically deposit their paycheck into their Wealthfront account, and let us take care of the rest — paying their bills, topping off their emergency fund or 401(k), and investing the rest based on their specific goals and lifestyle. Join us so you can help us turn this industry on its head and build a service that our clients don't just like, they love.
Wealthfront integrates investing and banking services to make it delightfully easy to build long-term wealth. We're on a mission to build a financial system that favors people over institutions and we're just getting started. Through the power of automation, we deliver personalized, powerful products to help both sophisticated investors and those just starting out learn, lower their costs, and grow their wealth. We're one of the highest rated financial app in the Apple App Store and have been recently named the best robo-advisor and cash management accounts by Nerd Wallet and Investopedia.
Want to help us re-architect the financial industry?
