Staff Accountant

Job description
Staff Accountant

Are you ready to grow with a leading wealth management firm that partners with RIAs and independence-seeking advisors? Join our dynamic team. We are a value-driven organization committed to excellence and growth.

Elevation Point is a growth-oriented wealth management firm serving as a value-aligned partner for RIAs and independence-seeking advisors. From dynamic OCIO solutions to personalized playbooks designed to empower advisors to thrive independently, we offer customized and full-spectrum support. Our capital comes with complete transparency and no hidden agendas. Distinguishing ourselves as accelerators in a landscape of aggregators, we're powering a nationwide community of emerging industry leaders, overseeing more than $3.4 billion in assets under management. With a focus on advisor values and evolving client needs, our mission is clear: to elevate the entire industry to higher ground.

Best-in-Class Benefits and Perks:

We value our employees’ time and efforts. Our commitment to your success is enhanced by a competitive compensation starting at $75K annually, depending on experience, and an extensive benefits package including:
• Comprehensive health coverage: Medical, dental, and vision insurance provided
• Robust retirement planning: 401(k) plan available
• Financial security: Life and disability insurance for added protection
• Flexible financial options: Health savings and flexible spending accounts offered
• Well-being and work-life balance: Paid time off, 3 weeks PTO, and ten paid holidays

Plus, we work to maintain the best environment for our employees, where people can learn and grow with the company. We strive to provide a collaborative, creative environment where everyone feels encouraged to contribute to our processes, decisions, planning, and culture.

Staff accountants are responsible for a broad range of activities, including preparing and reviewing financial information for the company, its affiliates, and financial products. Staff accountants will be tasked with ensuring proper recording of revenue and expense recognition, account reconciliations, budgeting activities, and assisting with the daily financial operations of the company.

The staff accountant will assist with audit, compliance work and research, and implement appropriate accounting methodologies based on United States Generally Accepted Accounting Principles.

The position is essential for maintaining accurate financial data, managing contractual and operating obligations, assisting in regulatory and tax compliance activities, and providing timely information to the company’s management for day-to-day decision-making.

To thrive, you should have:
• Four-year degree in accounting.
• A minimum of 2+ years experience in the financial services industry and a strong working knowledge of US GAAP and tax regulations.
• Critical success factors include the ability to work independently, strong problem-solving and research abilities, and advanced skills with Microsoft Office.
• Experience operating Microsoft Dynamics GP is preferred. Experience with portfolio accounting systems such as Orion or Addepar is encouraged.

This challenging position will report directly to senior management. CPA accreditation is encouraged but not required. A background check is required.

Apply Today!

Join us and play a vital role in our mission to empower RIAs and advisors. If you are passionate about accounting and want to be part of an exciting growth journey, we want to hear from you! Please email your resume to HR@elevationpoint.com

We are an equal-opportunity employer that welcomes and encourages diversity in the workplace. We do not discriminate based on race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, ****** orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.

United States
Minnesota
Bloomington Show on map Get directions