Accounting, Payroll Operations Specialist

🕒 December 17, 2025

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Wealth Without Wall Street

WebsiteLinkedInAll Job Openings

1 - 10 employees

Founded 2017

💸 Finance

💳 Fintech

👥 B2C

Finance • Fintech • B2C

Wealth Without Wall Street is a financial education company that empowers individuals to achieve financial freedom through a structured plan. They guide users on a 3-step path that starts with creating a vision of financial freedom, identifying their investor profile, and providing step-by-step support. The company's strategies focus on increasing cash flow and managing debt, helping clients shift their mindset to prioritize passive income over traditional income methods.

📋 Description

• Manage daily transaction coding and reconciliation in QuickBooks Online across multiple entities • Owns the monthly close process including journal entries, reconciliations, and intercompany activity • Prepare monthly financial statements and supporting schedules • Maintain clean, audit-ready books • Run payroll across multiple entities with accuracy and consistency • Maintain payroll setup, updates, and compliance documentation • Manage W-9 collection and 1099-NEC preparation • Serve as the point of contact for payroll-related questions • Collect and validate life insurance commission data from multiple carriers • Prepare accurate commission and affiliate payment reports • Process debt fund investor payments accurately and on time • Maintain documentation and audit trails for all payments • Document, maintain, and improve SOPs across accounting, payroll, commissions, and investor payments • Reduce leadership involvement through clean systems and proactive execution

🎯 Requirements

• Experience supporting 3-5+ entities • 3–5+ years accounting and/or payroll experience • Strong QuickBooks Online proficiency • Strong Excel skills • High attention to detail and ownership mindset