
11 - 50 employees
Founded 1997
💸 Finance
🤝 B2B
Finance • B2B
REDW Wealth Management is the wealth management and SEC-registered investment advisory subsidiary of REDW Advisors & CPAs. REDW Advisors & CPAs provides integrated advisory services including financial advising, accounting, tax, valuation, wealth management, corporate finance, cybersecurity, HR consulting, forensic and investigative services, business valuation, audit & assurance, tax services, and advisory for Tribal Nations and other clients. REDW Wealth offers financial planning, wealth management, fee-only fiduciary advisory services, Social Security guidance, and retirement planning; it supports private clients and employer-sponsored retirement plan services. REDW serves national and international clients with multiple offices in the U. S. and emphasizes tailored, integrated financial and tax strategies.
🔥 4 minutes ago
🌵 Arizona, Nevada, +3 more states – Remote
💵 $59k - $88.4k / year
⏰ Full Time
🟡 Mid-level
🟠 Senior
👻 Ghost score 0%
Where this job comes from
Posted on REDW Wealth Management's careers page, not through a job board
First seen by Remote Rocketship 4 minutes ago

11 - 50 employees
Founded 1997
💸 Finance
🤝 B2B
Finance • B2B
REDW Wealth Management is the wealth management and SEC-registered investment advisory subsidiary of REDW Advisors & CPAs. REDW Advisors & CPAs provides integrated advisory services including financial advising, accounting, tax, valuation, wealth management, corporate finance, cybersecurity, HR consulting, forensic and investigative services, business valuation, audit & assurance, tax services, and advisory for Tribal Nations and other clients. REDW Wealth offers financial planning, wealth management, fee-only fiduciary advisory services, Social Security guidance, and retirement planning; it supports private clients and employer-sponsored retirement plan services. REDW serves national and international clients with multiple offices in the U. S. and emphasizes tailored, integrated financial and tax strategies.
• Lead planning meetings to guide audit prep and accounting services processes • Oversee day-to-day financial reporting accuracy and timely client deliverables • Supervise team members preparing, exporting, and analyzing financial data, including general ledgers and trial balances • Ensure account reconciliations and supporting schedules are accurate and complete • Collaborate with clients to prepare required reports and support audit readiness • Manage and develop team members, including training, prioritization, and quality of work
• Bachelor’s degree in accounting, finance or related field or equivalent experience • Prior audit preparation and/or bookkeeping/accounting service experience • Experience supervising others in providing accounting services and project management • Willingness to travel • Competent in performing account reconciliations across all general ledger classifications • Knowledge of governmental and financial accounting and reporting standards • Proficient in advanced Microsoft Excel, including VLOOKUPs, pivot tables, and text-to-columns
• Medical, dental, vision, life, disability • 401(k) with match • HSA and FSA options • Flexible PTO + 10 holidays • Monthly wellness reimbursement • Learning platform + credential support • Ongoing development resources • $150 annual WFH allowance • Tech provided • Award-winning workplace • Strong focus on collaboration and inclusion • Commitment to fair and equitable pay practices
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