Senior Accountant
Sanctuary WealthIndianapolis, Indiana, United States • Omaha, Nebraska, United States • San Antonio, Texas, United States • Miami, Florida, United States
Posted January 28, 2026
80000 - 100000 USD
Full Time
About the Company
Sanctuary Wealth is a private wealth management firm that provides personalized, fiduciary financial guidance and client services, including wealth management, bilingual support, and reporting solutions using platforms such as Addepar. The firm focuses on delivering tailored strategies and a relationship-driven process to help clients make confident, informed decisions about their financial future.
Job Description
The Senior Accountant will assist in corporate accounting operations, including service to partner advisor firms as they establish and operate their business.
Requirements
- Complete account reconciliations for assigned balance sheet accounts
- Analyze balance sheet and income statement accounts to prepare accrual entries as needed
- Recommend improvements to procedures, systems and accounting operations
- Communicate with advisor partner firms to properly record revenue and expenses in Quickbooks
- Participate in financial reviews with advisor partner firms to explain their financial results
- Assist with month end close
- Projects as assigned
Benefits
- Generous Paid Time Off
- 401k Matching
- Annual Bonus
