Accounting Specialist - On-Site Waukesha, WI
Join a purpose-driven financial services firm focused on retirement planning.
About the Role
Do you love numbers, organization, and helping a business run smoothly behind the scenes? We're partnering with a well-established retirement-focused RIA (Registered Investment Advisory) firm in Waukesha, WI, to find their next Accounting Specialist.
This is a high-impact role supporting the daily operations of a growing financial practice. You'll handle key accounting functions-from A/P and A/R to payroll and month-end close-allowing the advisor to focus on serving clients and growing the business.
If you thrive in a structured yet flexible environment and are looking to grow with a mission-focused team, keep reading.
Why You'll Love It Here
$50,000-$65,000 Salary
3 weeks PTO + additional time for volunteering and personal appointments
401(k) with 3% company contribution (no employee match required.)
Comprehensive benefits package
Annual company trips, bonuses & incentives
Career growth & development opportunities
Supportive, tight-knit team culture
What You'll Be Doing
- Accounts Payable & Receivable: Manage day-to-day A/P and A/R tasks, including vendor payments, contract review, invoicing, and client records.
- Documentation & Compliance: Handle W-9 collection, ensure compliance with regulations, and maintain accurate documentation.
- Month-End Close: Assist with reconciliations, general ledger reviews, and financial reporting.
- Payroll & Benefits: Process payroll and commissions; support benefits administration.
- Admin Support: Keep files organized (digitally.), scan invoices, and support process improvements.
- Innovation: Bring ideas to the table to improve efficiency and streamline workflows.
What We're Looking For
- Bachelor's degree in Accounting or 2+ years of hands-on accounting experience
- Proficiency in QuickBooks and comfort using Google Workspace
- Strong understanding of A/P and A/R processes
- Detail-oriented, organized, and self-driven
- Excellent communication & time management skills
- Integrity and confidentiality with financial data
- A team player ready to pitch in wherever needed
This Role is Perfect for You If
You're currently in a stable accounting role but crave more ownership, variety, and autonomy. You want to join a team that values culture, recognizes hard work, and invests in your growth. You're not just looking for a job-you're building a career.
Ready to Make a Difference?
If you're an "A" player looking for your next big opportunity in accounting and operations, we'd love to hear from you. Apply today and take the next step toward a fulfilling career.