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
🕒 July 30
🌵 Arizona, New Mexico – Remote
💵 $73.7k - $88.4k / year
⏰ Full Time
🟢 Junior
🟡 Mid-level
💼 Consultant
👻 Ghost score 12%
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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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