Technical Accounting Manager (Remote or Hybrid Work Options)

About Wealth Enhancement Group

Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 61,000 households from our over 100 offices - and growing - nationwide.

Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com.

We have a great opportunity for a Technical Accounting Manager who will be responsible for leading the accurate and timely preparation of financial statements, working closely with the Accounting team and other departments throughout the organization to ensure compliance with relevant regulations and standards. This position requires a deep understanding of technical accounting principles, excellent problem-solving skills and the ability to effectively communicate with key stakeholders. The ideal candidate for this position is highly organized, detail-oriented and understands the importance of accuracy and timeliness.

The salary target for this role is $138,000 - $148,000; this position is eligible for corporate bonus.

We select our initial compensation target using national compensation survey data. When we make an offer, we then factor in things like tenure, performance, and geographic location to come up with the most accurate numbers. We encourage you to apply and provide us with your compensation expectations when you do. We’re big on open conversations, so, let’s have one.

Primary Job Functions

Technical Accounting

• Monitor and report on technical accounting issues and developments, including researching and reviewing the impact of new accounting guidance.

• Work proactively with external auditors and consultants to drive timely closure of technical accounting matters.

• Prepare technical accounting memos, white papers, and related materials to support the company's reporting position.

• Participate in the review, analysis, and documentation of complex transactions, including business combinations, investments, debt, derivatives, etc.

• Assist with the implementation of new accounting standards and the development of new accounting processes.

• Ensure compliance with U.S. GAAP and other applicable financial reporting standards.

• Test goodwill and other assets for impairment.

• Support ongoing review of significant contracts that involve significant judgements/estimates by management.

Process Documentation

• Update process documentation as we continue to expand and improve our processes.

• Develop and implement policies and procedures to ensure ongoing compliance with applicable accounting standards.

• Prepare technical accounting training materials and conduct technical accounting training for staff.

• Advise on general ledger structure and coordinate with finance team to ensure accurate consolidation of financial statements for management and external reporting.

• Develop and maintain effective internal controls.

Other Tasks

• Develop and maintain effective relationships with external auditors.

• Communicate issues/concerns in a timely manner as to encourage a quick resolve for all parties.

• Assist with agile projects, testing, planning, etc. as needed.

• Initiate process improvements that will help improve efficiency.

• Assist with internal audit testing and documentation as needed.

Education/Qualifications

• BS degree in Accounting with CPA license required

• Minimum 8 years of progressive experience in a technical accounting role with prior Big 4 public accounting/audit experience highly preferred

• Strong technical accounting background with a thorough knowledge of US GAAP, SOX 404 and SEC reporting standards, as well as experience with technical research

• Inter-personal and communication skills working with people at all levels

• Ability to work independently and take full ownership of the tasks assigned

• Superior attention to detail, accuracy, and diligence in completing tasks

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Comprehensive Benefits Offerings

Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony. You may participate in the following benefits & development opportunities:

• Training and professional development

• Medical and dental coverage

• 401k – with match and profit sharing

• Health care spending and savings accounts

• Dependent care spending account

• Vision coverage

• Wellness programs and resources

• Life insurance – employer paid

• Short-term and long-term disability – employer paid

• Paid Time Off

• 10 paid holidays each year

• Paid parental leave

• Tuition reimbursement

Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at 763-417-1700

Information provided on this application will be kept confidential and only be shared with those involved in the selection process.
Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify.

Click the following link to view Federal and E-Verify posters: Link

OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.