Bookkeeper/Accountant
We believe talented, driven people deserve more from their careers. At Heritage Wealth Advisors, you’ll have the opportunity to grow professionally and personally. We provide the tools, resources and support to help you shape a career that delivers more of what you want: work that makes a difference and impact on others!
HWA is a privately held $8 billion Wealth Management firm and we are seeking a detail-oriented and highly organized Bookkeeper/Accountant to support our growing team. This role is responsible for maintaining accurate financial records, ensuring timely processing of transactions, and supporting leadership with reliable financial reporting.
This is a critical role that contributes to the efficiency and financial integrity of our practice.
Key Responsibilities:
- Maintain accurate financial records, including general ledger entries
- Process accounts payable and accounts receivable
- Reconcile bank, credit card, and investment accounts
- Assist with payroll processing and tracking reimbursements
- Prepare monthly, quarterly, and annual financial reports
- Monitor cash flow and flag discrepancies or irregularities
- Support budgeting and forecasting efforts
- Maintain organized and audit-ready financial documentation
- Collaborate with leadership and external partners (CPA, payroll providers, etc.)
Qualifications:
- Bachelor's degree and minimum of 3 years of bookkeeping or accounting experience within a 100+ person team
- Experience with accounting software (QuickBooks or similar preferred)
- Strong attention to detail and accuracy
- High level of integrity and discretion with financial information
- Ability to manage multiple priorities and meet deadlines
- Strong organizational and communication skills
- Familiarity with Paychex or similar systems
Preferred:
- Experience with business taxes (e.g., Washington B&O Tax) preferred but not required
Additional Skills & Competencies:
- Effective communication – written and verbal
- Strong attention to detail and accuracy
- Ability to prioritize competing priorities and meet deadlines
- Highly organized with strong time management skills
- Solutions-oriented with the ability to identify and resolve discrepancies
- Consistent follow-through to ensure tasks are completed accurately and on time
- Self-motivated with a strong sense of ownership and accountability
- Ability to execute in a fast-paced, deadline-driven environment
- A mindset of continuous improvement with a focus on increasing efficiency
What success looks like in this role:
- Financial records are consistently accurate and up to date
- Deadlines (reporting, reconciliation, payroll)
- Issues are proactively identified and addressed
- Leadership can rely on clean, timely reporting to make decisions
Our Mission:
Through meaningful relationships, across generations, we help clients attain their highest confidence, enabling them to focus on what is most important to them, and thus make the biggest impact possible on their families and communities.
Our Values:
- Impact: Our clients are very clear about our promises and feel like we deliver on them. They feel like they have paid well for our services and receive great value in return. We help clients make better financial decisions and achieve their goals, for themselves and the multiple generations in their family. Our end goal: to provide better advice and more confidence to clients than they can get anywhere else. This is Impact.
- Teamwork: Many in our industry try to be all things to all people- generalists that often give mediocre advice in a lot of areas, vs amazing advice in a few areas. We believe the best way to make the biggest positive impact in our clients’ lives, and in turn our lives, is to bring a team of specialists together on their behalf. A team of experts that spends the bulk of their time getting better and smarter in their area of focus.
- Abundance Mindset: We have a growth mindset versus a fixed mindset and appreciate the opportunities that are available to us- to learn, to make progress, to make a difference in our clients’ lives and in our communities, to grow in our careers, and to provide for our families.
- Leadership: Humans crave leadership. And that is what we are: we are all leaders to both our clients and to our team members. We lead clients through the most important stages of their lives. Clients consistently tell us that our leadership has saved or made them hundreds of thousands or millions of dollars and even more importantly, given them more confidence than they’ve ever had. Our highest purpose is to help people be the best they can be and make the most meaningful impact possible on their family and community.
- Kaizen (Constant Improvement): Good is the enemy of great. On behalf of our clients, and each other, we will not be satisfied with good. Our team constantly looks for ways to improve, in everything we do: not just in planning strategies, but in communication, in trust, in transparency, in operations, in learning, and in leadership. If it’s good, make it great. If it’s great, make it even better. We realize that most of life’s biggest results don’t come from get-rich-quick schemes or the financial equivalent of fad diets; they come from the
Benefits:
- Health & Dental Insurance- All through an easy to use online provider. Includes a Pre-Tax, Tax-Sheltered, and Tax-Free health savings plan. HWA shares in the cost and is offered the first of the month after 60 days.
- Voluntary Short-term and Long Disability and Life Insurance
- 401k
- Generous Paid Time Off- Including Market Holidays and Company Days
- Professional Development, Education reimbursement, and Personalized Career Track- Learning is very important in our culture! We offer fully paid licensing and designations to encourage you to grow professionally and personally.
Company sponsored Happy Hours, Team Building, Meet-ups, and Retreats:
Money is the #1 cause of stress in America, and given the weight of what we are managing for our clients, we feel it critical that we get outside of the office to build relationships with each other- to socialize, set goals, map out strategies, grow together, and most importantly to HAVE FUN!
Why Heritage Wealth Advisors?
More Americans than ever are tired of supporting the Bail-Out Banks. We are Locally owned and have NEVER taken outside investment- thus, unlike almost every other major financial institution, the advice we give our clients can be truly objective, vs self-serving to the executives, shareholders, and commission-driven salespeople. Through comprehensive financial planning and wealth management we give our clients access to a team of specialists in areas such as estate and tax planning, investments, real estate, trusts, and charitable giving. Our advice comes from a place of:
- Understanding: Every conversation and strategy is rooted in a deep and thorough understanding of our clients’ needs.
- Independence: Our firm is 100% independent from the big bail-out banks, so the advice we give to clients is guided by the Fiduciary Standard and based on their family’s financial plan; not based on what makes the most sense for the shareholders of a big bank or brokerage house.
- Customization: Many Americans have become tired of feeling like their advisor has a shopping cart of products and they are simply being fit into the cookie cutter. We come to the table with no preconceived notions of what families need; we start by discussing their priorities, objectives, and plans and together, we work to develop a strategy designed to align their finances with their family priorities.
Why Ameriprise?
- Financial Planning first: Ameriprise does more Financial Planning than any other company in the world and that is at the heart of our Mission; Financial Planning is how we help the families we serve make the biggest impact possible.
- Trust: In an industry suffering from the lowest trust levels of all time, Ameriprise bucks that trend, garnering the highest trust levels, customer service, and customer loyalty of any firm in the industry.
Pay: $35.00 - $50.00 per hour
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Employee assistance program
- Employee discount
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Professional development assistance
- Vision insurance
Work Location: Hybrid remote in Renton, WA 98057
