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Senior Accountant

Wealth.com Inc.

Job Overview

Location

Hybrid, New York, Tempe, San Francisco

Job Type

Full-time

Full Job Description

📋 Description

• Senior Accountant role responsible for owning full-cycle accounting operations at Wealth.com, a leading estate planning platform trusted by top financial institutions.
• Day-to-day tasks include managing cash positions, wire transfers, bank reconciliations, month-end close, AP/AR cycles, tax and payroll processing, and leading system migration and AI-driven automation initiatives.
• Wealth.com is a certified Great Place to Work for 2025, recognized for innovation in estate planning technology, with a collaborative, supportive team culture focused on modernizing finance through fintech and AI.
• The role offers opportunity to lead technical accounting system migrations, implement AI solutions like OCR and automated workflows, optimize fintech integrations, and drive audit-ready financial operations in a high-growth fintech environment.

Skills & Technologies

Senior

Remote

Degree Required

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Wealth.com Inc.

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About Wealth.com Inc.

Wealth.com is a digital estate-planning platform that helps individuals create, store and share legal documents such as wills, trusts and advance directives. The cloud-based service guides users through attorney-approved templates, supports real-time collaboration with family and advisors, and provides secure document vaults with bank-level encryption. Integrated tools track assets, beneficiaries and final wishes while offering optional legal review and notarization. Designed for U.S. residents, the platform updates plans automatically when laws or personal circumstances change and delivers 24/7 access via web and mobile applications.

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