Company Overview
At W3 Financial Group, we believe the best careers are built on purpose, passion, and people. Every day, our team helps individuals, families, and businesses maximize and simplify their financial lives through comprehensive wealth management and accounting services.
Together, creating freedom by helping clients maximize and simplify their financial life.
Our success starts with our people. We're committed to building a workplace where talented professionals are empowered to grow, collaborate, and make a meaningful impact. Whether you're launching your career or bringing years of experience, you'll find opportunities to learn, contribute, and thrive alongside a team that genuinely supports one another.
Our culture is guided by the values that define who we are:
- Unique Passion– We celebrate individuality, embrace new ideas, and recognize that every team member brings valuable perspectives and strengths.
- Client Obsessed – Our clients are at the center of every decision. We are dedicated to delivering exceptional service and building relationships that last a lifetime.
- Family Oriented – We care for one another, celebrate successes together, and create an environment where employees feel valued, respected, and supported.
- Great Communicators – We believe trust is built through honest, transparent, and respectful communication with our clients and one another.
- Do What You Say – Integrity is our foundation. We honor our commitments, take ownership of our work, and consistently follow through.
If you're looking for more than just a job, if you're looking for a career with purpose, a culture that invests in your success, and a team that's committed to growing together. We invite you to discover what makes W3 Financial Group different. Join us as we continue creating freedom by helping clients maximize and simplify their financial lives.
Responsibilities
- Manage the overall day-to-day operations of W3's bookkeeping and payroll department, ensuring work is completed accurately, efficiently, and within established deadlines.
- Lead, supervise, train, and develop bookkeeping and payroll team members while providing ongoing guidance, feedback, and technical support.
- Assign and prioritize client work based on deadlines, team capacity, complexity, and client needs.
- Monitor departmental workloads and recurring responsibilities to proactively identify capacity concerns, missed deadlines, or workflow challenges.
- Establish clear expectations and accountability for team members and ensure responsibilities are followed through to completion.
- Oversee bookkeeping services for multiple business clients, including general ledger maintenance, transaction categorization, account reconciliations, accounts payable, accounts receivable, and month-end processes.
- Review financial statements, balance sheets, profit and loss statements, general ledger activity, reconciliations, and supporting documentation for accuracy and completeness.
- Review and approve adjusting journal entries and other accounting corrections as necessary.
- Oversee payroll processing for clients and ensure payroll is completed accurately and according to established schedules.
- Review payroll information including employee hours, compensation changes, deductions, reimbursements, new hires, terminations, and other payroll adjustments.
- Oversee payroll tax filings, payments, quarterly reporting, year-end processes, W-2s, 1099s, and other applicable payroll reporting requirements.
- Ensure bookkeeping and payroll records are maintained accurately and in accordance with established procedures and applicable requirements.
- Serve as an escalation point for complex bookkeeping, payroll, or client questions and work with team members to resolve issues efficiently.
- Manage and develop relationships with bookkeeping and payroll clients, ensuring responsive communication and a consistently high level of service.
- Communicate with clients regarding financial information, payroll matters, outstanding documentation, deadlines, reporting needs, and service expectations.
- Assist with onboarding new bookkeeping and payroll clients by reviewing existing records, identifying needs, establishing workflows, and coordinating the transition of services.
- Review client accounts and workflows to identify inconsistencies, outstanding items, or opportunities to improve accuracy and efficiency.
- Coordinate with W3's tax and accounting teams to ensure client books and financial records are complete, accurate, and prepared for tax filings and other reporting requirements.
- Develop, document, implement, and maintain standardized bookkeeping and payroll procedures, checklists, workflows, and quality-control processes.
- Establish review procedures to maintain consistency and accuracy across client engagements.
- Evaluate existing systems and processes and identify opportunities for automation, technology improvements, and increased departmental efficiency.
- Help establish scalable processes that allow the bookkeeping and payroll department to grow while maintaining quality and client service.
- Assist accounting leadership with evaluating department performance, staffing needs, service capacity, and opportunities for growth.
- Stay current on bookkeeping, payroll, and applicable regulatory requirements and communicate relevant changes to the team.
- Maintain strict confidentiality when handling client financial information, payroll records, employee information, and other sensitive data.
- Promote a collaborative, accountable, and client-focused environment consistent with W3 Financial Group's core values.
- Perform additional bookkeeping, payroll, management, and accounting-related responsibilities as needed to support the department and organization.
Experience
- Bachelor's or associate degree in Accounting, Finance, Business Administration, or equivalent experience
- 3–5+ years of bookkeeping, accounting, payroll, or related professional experience preferred.
- Public accounting (multiple client) experience required
- Prior management, supervisory, or team leadership experience strongly preferred.
- Experience managing multiple clients, entities, or recurring accounting engagements preferred.
- Strong knowledge of bookkeeping principles, general ledger accounting, reconciliations, financial statements, and month-end processes.
- Strong understanding of payroll processing, payroll reporting, and related compliance requirements.
- Experience with QuickBooks or similar accounting software required; QuickBooks Online experience strongly preferred.
- Experience with payroll processing systems and Microsoft Office, particularly Excel.
- Demonstrated ability to manage and develop employees, delegate responsibilities, and maintain accountability.
- Strong problem-solving and analytical skills with the ability to identify discrepancies and determine appropriate solutions.
- Excellent organizational and time-management skills with the ability to manage multiple priorities and deadlines.
- Strong written and verbal communication skills with the ability to communicate effectively with clients, employees, and leadership.
- High level of attention to detail and commitment to accuracy.
- Ability to maintain confidentiality and exercise sound judgment when handling sensitive financial and employee information.
- Strong commitment to providing an exceptional client experience.
Benefits:
- 401(k)
- Dental insurance
- Employee assistance program
- Health insurance
- Paid time off
- Vision insurance
Work Location: In person
