REDW Wealth Management
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.
Sage Intacct, ERP Consultant
Job not on LinkedIn
🔥 1 minute ago
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REDW Wealth Management
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.
📋 Description
• Provides support for client software use and maintenance • Maintains required business software certifications • Responds to client requests for software and accounting support • Performs data conversions • Assists with system implementation, including planning, installation, and setup
🎯 Requirements
• Associates and/or bachelor's degree in accounting or technology related field • 1-2 years of professional bookkeeping or accounting experience • Preferred: Experience with ERP & Sage Intacct Software • Working knowledge of accounting and bookkeeping principles • Familiarity with various accounting software programs
🏖️ Benefits
• 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
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