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Accounting and Payroll Specialist



Accounting & Finance
Palo Alto, CA, USA · Remote
Posted on Tuesday, May 16, 2023
Wealthfront is seeking an Accounting and Payroll Specialist to join the finance and accounting team in building a scalable infrastructure to support a dynamic and high-growth business. The Accountant will be responsible for managing accounts payable, payroll processing, and assisting with the monthly close. You will report to the Controller, working closely as a partner to the entire Finance and Accounting team and will be encouraged to identify and execute opportunities to drive scale in the financial operations. You will combine a commitment to the company mission with a passion to lead a solutions-oriented team that partners on critical operating decisions throughout the organization.


  • Accounting duties such as accounts receivable, payable, print checks, bank and credit card reconciliations
  • Process semi-monthly payroll and any off-cycle payrolls
  • Prepare annual 1099’s
  • Work with accounting staff to facilitate the end-to-end, timely and accurate financial reporting process
  • Help with the month, quarter and year-end close activities at each subsidiary and on a consolidated basis
  • Prepare and review journal entries, account reconciliations
  • Improve processes to drive efficiency and effectiveness over corporate accounting and GL activities
  • Lead continuous process improvement projects, provide meaningful proposals and drive implementation
  • Prevent inaccuracies in and maintain the reliability of financial documents by setting up internal control systems and embracing proper policies for financial reporting
  • Assist both the CFO and the Controller in the establishment of a scalable firm-wide accounting function
  • Maintain positive relationships with regulators (including FINRA, SEC) and auditors (E&Y) by analyzing, researching and responding to inquiries in a timely and accurate manner
  • Liaison with accounting software, system vendors, and consultants as required and make recommendations as to ways we can automate and enhance our accounting operations through the implementation of new systems


  • BA/BS required
  • 1-4 years of accounting and payroll experience
  • Payroll processing and reconciliation experience. ADP/Namely proficiency is a huge plus
  • Proficiency in MS Office/G Suite and accounting packages, specifically experience in NetSuite
  • Knowledge of GAAP, including preparation of audited GAAP financial statements
  • Prior tax experience, such as reviewing and/or preparing tax returns, is a plus
  • Customer-centric business philosophy and team-oriented mindset
  • Unquestionable ethics
  • Uncompromising attention to detail with the ability to communicate to the level of detail appropriate to the situation and audience
  • Ability to problem-solve and actively address issues in a professional and effective manner
  • Enthusiasm to apply technology to business processes
  • Strong organizational skills and ability to set and meet deadlines in a high paced environment
  • Self-starter who regularly takes initiative and can juggle multiple projects while simultaneously demonstrating creativity and judgment
  • Takes pride in meeting deadlines and exceeding expectations on quality of output
Estimated annual salary range: $68,000 - $92,000 USD plus Equity.
Plus benefits including medical, vision, dental, 401K plan, generous time off, parental leave, wellness reimbursements, professional development, employee investing discount, and more!