Senior Accountant
IEQ CapitalCalifornia, United States
Posted September 23, 2025
100000 - 130000 USD year
Full Time
About the Company
IEQ Capital is a Registered Investment Advisor managing $36.8 billion in RAUM, dedicated to transforming traditional wealth management by integrating intellectual and emotional quotient into investment strategies. Focused on delivering exceptional results through a values-oriented culture that fosters client connection and collaboration, IEQ helps clients achieve their financial goals without the limitations of larger organizations.
Job Description
IEQ Capital is seeking a detail-oriented Senior Accountant to join their Finance Team. This role focuses on key areas including financial reporting, debt compliance, affiliate entities, distributions, and tax filings. The role involves preparing, reviewing, and ensuring the accuracy of financial data, supporting compliance and reporting obligations, and collaborating with the VP of Finance.
Requirements
- Prepare and review journal entries and account reconciliations.
- Support quarterly and annual financial reporting.
- Prepare and analyze budgets.
- Support tax filings and administrative work.
Benefits
- Competitive salary
- Bonus opportunities
