Senior Accountant

About Wealth Enhancement

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 80,000 households from our over 140 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 are seeking a highly skilled and detail‑oriented Senior Accountant to join our growing Accounting team. This is a new, high‑impact role responsible for complex technical accounting areas, including ASC 340‑40, M&A transactions, and audit‑related support. The ideal candidate brings strong GAAP knowledge, excellent analytical skills, and the ability to work cross‑functionally in a fast‑paced environment.

In the spirit of pay transparency, we are excited to share the base salary range for this position is $90,000.00 to $105,000.00, exclusive of bonuses and benefits. 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

Manage ASC 340-40 (Deferred Costs Accounting)

• Maintain complete and accurate account reconciliations

• Perform monthly and quarterly calculations, including amortization schedules and true‑ups

• Prepare and record related journal entries

• Maintain organized, audit‑ready support and documentation

• Prepare and update ASC 340‑40–related financial statement footnotes

• Partner with Advisor Compensation team to ensure accuracy, GAAP compliance and assist in automation of process

Support M&A Transactions

• Meet with newly acquired teams to understand billing processes, revenue models, and contracts.

• Conduct detailed diligence on transition‑related financial and accounting items

• Identify gaps, risks, and adjustments to strengthen financial onboarding

• Support accurate and timely post‑close financial reporting

• Serve as an accounting resource for cross‑functional teams during integrations

Support Technical Accounting

• Conduct technical accounting research on complex or non-routine transactions

• Support writing technical accounting memos

• Provide technical support during audits by providing memos, documentation and explanations of accounting conclusions

Perform Ad Hoc Audit and Project Support

• Provide ad hoc support for internal and external audit requests

• Assist with special projects focused on process improvement and strengthening internal controls

• Collaborate cross‑functionally on one‑off issues and strategic initiatives

Education/Qualifications

• 4–7 years of progressive accounting experience

• CPA preferred

• Strong knowledge of GAAP, including ASC 340‑40 and ASC 718 (preferred)

• Experience with Workday preferred

• Advanced proficiency in Microsoft Excel

• Strong analytical skills and attention to detail

• Ability to work independently, manage multiple priorities, and meet deadlines

• Excellent communication and documentation skills

WEG hires employees and makes decisions about their salary qualifications based on factors such as: the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market. To comply with state pay transparency laws, we must disclose the entire salary grade. The entire salary grade for those who are classified as the Senior level is $87,400.00 to $131,000.00. However, the base salary range bolded above is what we expect to pay as a starting range for this position.

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 be eligible to participate in the following benefits & development oppo