Gatewood Wealth Solutions · 6 days ago
Client Accounting & Tax Administrative Specialist
St Louis, MO
Full-time
Hybrid
Mid Level
$55K/yr - $65K/yr
3+ years expGatewood Wealth Solutions is a trusted partner in wealth management, recently launching Gatewood Tax & Accounting to enhance their services. The Client Accounting & Tax Administrative Specialist is responsible for delivering accurate financial support, ensuring tax compliance, and managing administrative operations for clients and internal teams.
AdviceFinanceFinancial ServicesRetirementWealth Management
Responsibilities
Perform full-cycle accounting tasks including bank & credit card reconciliations, journal entries, and general ledger maintenance
Manage accounts payable and receivable for multiple clients
Prepare payroll, quarterly payroll reports, and related compliance documentation
Prepare and file sales tax returns and assist with other tax regulatory filings
Generate accurate financial statements such as profit & loss, balance sheets, cash flow reports, and tax basis reports
Prepare and organize client tax return documents in advance of tax season
Submit electronic filings (e-file) and track confirmations for tax submissions
Maintain documentation for federal, state, and local tax compliance deadlines
Communicate with clients about missing tax information, deadlines, and documentation needs
Assist with coordination of tax planning checklists and onboarding of tax clients
Serve as a primary client contact for accounting and tax administrative questions
Organize and maintain client files, tax documents, and compliance records
Assist in onboarding new clients, including information gathering and account setup
Help onboard and train new team members as the department grows
Support internal process improvements to streamline workflows across accounting and tax functions
Qualification
Required
Minimum 3 years of experience in accounting, finance, or tax-related professional role
Strong proficiency in QuickBooks Online & Desktop
Strong understanding of full-cycle accounting, tax compliance responsibilities, and financial reporting
Excellent client service, written communication, and professional organizational skills
Ability to manage multiple tasks and deadlines with high accuracy
Adaptable to new software, processes, and evolving firm needs
Preferred
Experience with tax preparation workflows or tax software
Relevant certifications (e.g., CPA candidate, EA, or tax training)
Prior experience in a wealth management or integrated service environment
Benefits
100% of a team member's health insurance
Life insurance
Short and long-term disability insurance
Partially funded HSA option
Company match 401(k) plan
Education reimbursement
Voluntary dental
Vision insurances
8 weeks paid maternity leave
Paternity leave for the primary caregiver
2 weeks for the secondary
Tenure based Paid Time Off
Part-time remote work opportunities
Company
Gatewood Wealth Solutions
Gatewood Wealth Solutions is a wealth management company that specializes in financial planning, retirement, and advisory services.
11-50 employees
H1B Sponsorship
Gatewood Wealth Solutions has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2024 (1)
2021 (1)
Funding
Current Stage
Early StageLeadership Team
John Gatewood
Founder & CEO
Aaron Tuttle
Partner, Chief Investment Officer, and Chief Operations Officer
Company data provided by crunchbase