Job Description

📍 Accounting Specialist — On-Site | Waukesha, WI

Join a purpose-driven financial services firm focused on retirement planning!

💼 About the Role

Do you love numbers, organization, and helping a business run smoothly behind the scenes? We’re partnering with a well-established retirement-focused RIA (Registered Investment Advisory) firm in Waukesha, WI, to find their next Accounting Specialist .

This is a high-impact role supporting the daily operations of a growing financial practice. You’ll handle key accounting functions—from A/P and A/R to payroll and month-end close—allowing the advisor to focus on serving clients and growing the business.

If you thrive in a structured yet flexible environment and are looking to grow with a mission-focused team, keep reading!

✨ Why You’ll Love It Here

✅ $50,000–$65,000 Salary

✅ 3 weeks PTO + additional time for volunteering and personal appointments

✅ 401(k) with 3% company contribution (no employee match required!)

✅ Comprehensive benefits package

✅ Annual company trips, bonuses & incentives

✅ Career growth & development opportunities

✅ Supportive, tight-knit team culture

🧩 What You’ll Be Doing

• Accounts Payable & Receivable: Manage day-to-day A/P and A/R tasks, including vendor payments, contract review, invoicing, and client records.
• Documentation & Compliance: Handle W-9 collection, ensure compliance with regulations, and maintain accurate documentation.
• Month-End Close: Assist with reconciliations, general ledger reviews, and financial reporting.
• Payroll & Benefits: Process payroll and commissions; support benefits administration.
• Admin Support: Keep files organized (digitally!), scan invoices, and support process improvements.
• Innovation: Bring ideas to the table to improve efficiency and streamline workflows.

✅ What We’re Looking For

• Bachelor’s degree in Accounting or 2+ years of hands-on accounting experience
• Proficiency in QuickBooks and comfort using Google Workspace
• Strong understanding of A/P and A/R processes
• Detail-oriented, organized, and self-driven
• Excellent communication & time management skills
• Integrity and confidentiality with financial data
• A team player ready to pitch in wherever needed

👀 This Role is Perfect for You If…

You’re currently in a stable accounting role but crave more ownership, variety, and autonomy . You want to join a team that values culture , recognizes hard work, and invests in your growth. You’re not just looking for a job—you’re building a career.

Ready to Make a Difference?

If you’re an “A” player looking for your next big opportunity in accounting and operations, we’d love to hear from you. Apply today and take the next step toward a fulfilling career!

About The Well:

The Well Recruiting Solutions is a dynamic recruiting firm dedicated to connecting top talent with leading organizations in the financial sector. Our approach is centered on understanding the unique needs of both our clients and candidates, fostering long-lasting, successful partnerships. With a focus on personalized service, industry expertise, and a genuine love for what we do, we help businesses build winning teams and professionals achieve their career aspirations. At The Well, we firmly believe that a career in the Financial Services industry is a transformative journey. We aim to help professionals elevate their impact on the world, enhance their independence in shaping their lives, and significantly increase their income. Since our founding, The Well has expanded to assist clients and candidates nationwide, bringing our expertise to all corners of the country.

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