Wealth Without Wall Street ยท 4 weeks ago
Accounting & Payroll Operations Specialist
United States
Full-time
Remote
Mid Level
3+ years expWealth Without Wall Street is a growing multi-entity organization seeking an experienced Accounting & Payroll Operations Specialist to manage financial operations. This role involves overseeing accounting execution, payroll, commission reporting, and investor payments with a focus on accuracy and timeliness.
Customer ServiceEducationTraining
Responsibilities
Manage daily transaction coding and reconciliation in QuickBooks Online across multiple entities
Owns the monthly close process including journal entries, reconciliations, and intercompany activity
Prepare monthly financial statements and supporting schedules
Maintain clean, audit-ready books
Run payroll across multiple entities with accuracy and consistency
Maintain payroll setup, updates, and compliance documentation
Manage W-9 collection and 1099-NEC preparation
Serve as the point of contact for payroll-related questions
Collect and validate life insurance commission data from multiple carriers
Prepare accurate commission and affiliate payment reports
Process debt fund investor payments accurately and on time
Maintain documentation and audit trails for all payments
Document, maintain, and improve SOPs across accounting, payroll, commissions, and investor payments
Reduce leadership involvement through clean systems and proactive execution
Qualification
Required
Experience supporting 3-5+ entities
3-5+ years accounting and/or payroll experience
Strong QuickBooks Online proficiency
Strong Excel skills
High attention to detail and ownership mindset
Company
Wealth Without Wall Street
Wealth Without Wall Street is an online platform that provides reeducation to business owners & families.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Joey Mure
Partner/ Co-Founder
Russ Morgan
Co-founder
Company data provided by crunchbase