About Wealth Enhancement

Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 80,000 households from our over 140 offices - and growing - nationwide.

Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com.

We are hiring a Technical Accounting Manager to oversee timely financial statement preparation and work closely with accounting and cross‑functional partners to ensure compliance with all relevant accounting standards. This position requires deep expertise in technical accounting, strong analytical and problem‑solving capabilities, and the ability to communicate effectively with key stakeholders across the organization. The ideal candidate is highly organized, detail‑oriented, and committed to delivering precise, timely work in a fast‑paced environment.

In the spirit of pay transparency, the base salary range for this position is $130,000.00 - $150,000.00 exclusive of benefits and incentive pay. We encourage you to apply and provide us with your compensation expectations when you do. We’re big on open conversations, so, let’s have one.

Primary Job Functions

Technical Accounting

• Monitor and report on technical accounting issues and developments, including researching and reviewing the impact of new accounting guidance.

• Work proactively with external auditors and consultants to drive timely closure of technical accounting matters.

• Prepare technical accounting memos, white papers, and related materials to support the company's reporting position.

• Participate in the review, analysis, and documentation of complex transactions, including business combinations, investments, debt, derivatives, etc.

• Assist with the implementation of new accounting standards and the development of new accounting processes.

• Ensure compliance with U.S. GAAP and other applicable financial reporting standards.

• Test goodwill and other assets for impairment.

• Support ongoing review of significant contracts that involve significant judgements/estimates by management.

Process Documentation

• Update process documentation as we continue to expand and improve our processes.

• Develop and implement policies and procedures to ensure ongoing compliance with applicable accounting standards.

• Prepare technical accounting training materials and conduct technical accounting training for staff.

• Advise on general ledger structure and coordinate with finance team to ensure accurate consolidation of financial statements for management and external reporting.

• Develop and maintain effective internal controls.

Other Tasks

• Develop and maintain effective relationships with external auditors.

• Communicate issues/concerns in a timely manner as to encourage a quick resolve for all parties.

• Assist with agile projects, testing, planning, etc. as needed.

• Initiate process improvements that will help improve efficiencies.  

• Assist with internal audit testing and documentation as needed.

Education and Skill Requirements

• BS degree in Accounting with CPA license required

• Minimum 8 years of progressive experience in a technical accounting role with prior Big 4 public accounting/audit experience highly preferred

• Strong technical accounting background with a thorough knowledge of US GAAP, SOX 404 and SEC reporting standards, as well as experience with technical research

• Inter-personal and communication skills working with people at all levels

• Ability to work independently and take full ownership of the tasks assigned

• Superior attention to detail, accuracy, and diligence in completing tasks

• Superior verbal and written communication skills is required.

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WEG hires employees and makes decisions about their salary qualifications based on factors such as the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market. To comply with state, pay transparency laws, we must disclose the entire salary grade. The entire salary grade for those who are classified as this level is $104,800.00 - $157,200.00.  The Prospect Acquisition Associate role is compensated through a combination of base salary and variable pay, with total compensation aligned to performance metrics and company goals. (See bold details above)

Comprehensive Benefits Offerings

Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony. You may be eligible to participate in the following benefits & development opportunities:

• Training and professional development

• Medical, dental and vision coverage (Available to full-time employees and their families)

• Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses

• Life and AD&D insurance – employer paid and voluntary options

• Short-term and long-term disability, workers compensation – employer paid

• 401k with match and profit sharing

• Wellness programs and resources

• Voluntary benefits, including pet insurance

• 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)

• 12 paid holidays each year (10 pre-determined and 2 floating days)

• Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)

• Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)

Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at 763-417-1700

Information provided on this application will be kept confidential and only be shared with those involved in the selection process.

Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify.

Click the following link to view Federal and E-Verify posters: Link

OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.

Wealth Enhancement may use artificial intelligence (AI) tools to assist in the initial screening of resumes. All AI-supported evaluations are reviewed by our recruitment team to ensure accuracy and fairness. We are committed to equal opportunity in employment and do not discriminate based on race, color, religion, sex, national origin, age, disability, or any other protected status. Your personal information is handled in accordance with applicable data protection laws.