Staff Accountant - Remote

Company Description

Tiedemann Advisors is an owner-managed independent investment and wealth advisor with a single focus: to make sure our clients’ wealth accomplishes what matters most to them. Tiedemann provides high-net-worth individuals, families, trusts, foundations and endowments with customized, objective investment management, trust and estate, and wealth planning services. We are proactive, innovative advisors who provide access to a broad set of exceptional investment strategies globally, including impact or responsible investments, and full transparency on investment decisions, fees and performance. Serving clients since 1999, Tiedemann Advisors is headquartered in New York, with offices in San Francisco, Seattle, Portland, Dallas, Aspen, Wilmington, Palm Beach, Wilmington, and Washington, D.C. The firm provides trust services through Tiedemann Trust Company, a state-chartered trust company located in Wilmington, Delaware. Together, Tiedemann oversees approximately $25 billion in assets.

Job Description

Our dynamic Finance team is looking for a proactive and detail-oriented Staff Accountant to help keep our financial operations running smoothly. This role is more than just crunching numbers - you’ll manage key accounting processes, ensure accurate reporting, and collaborate cross-functionally to support business decisions. If you thrive in a fast-paced environment and want to make an impact beyond the numbers, we’d love to have you on board!

What You’ll Do

• Take ownership of accounts receivable and account payable (AR/AP) - Including invoicing, dispute resolution, vendor/customer communications
• Monitor AR Aging reports and proactively follow up on outstanding balances to ensure timely collections
• Assist in financial close processes including preparing journal entries, accruals, and reconciliations
• Maintain accurate general ledger records through routine bookkeeping
• Support financial reporting efforts, including variance analysis and reconciliations
• Collaborate with Accounting Manager and other stakeholders on ad hoc projects
  
  

What You Bring

• Bachelor’s degree in Accounting, Finance, or a related field
• Strong understanding of GAAP, financial reporting, and revenue recognition
• Experience with accounting software
• Such as: QuickBooks, NetSuite, Rippling, Certify, Vena, or similar
• Strong proficiency in Microsoft Excel
• Think: Advanced formulas, pivot tables, financial modeling
• Basic knowledge of, or interest in, SaaS accounting standards
• Hands on experience working in Accounting or Finance
  

Who You Are

• Strong communication skills and ability to collaborate with cross-functional teams
• Unphased by large, multi-tab spreadsheets
• Able to independently handle multiple projects with competing deadlines
• Problem-solver, with keen attention to detail and accuracy
• Thrive in a rapidly evolving industry, managing multiple priorities with a proactive, solutions-oriented approach
• Positive can-do attitude with the ability to thrive amidst ambiguity as needed
• Default to thoughtful, humble, empathetic, respectful, and calm communication
• Organized, detail-oriented, and an expert at multitasking
• Self-motivated team player who is comfortable in a fast-paced environment
  
  

What We Offer

• Estimated base salary range $75,000 - 100,000 plus annual discretionary bonus.
• Exact compensation for this role depends on a variety of factors, including experience, skills, internal equity, market data, and location.
• To view our benefits package, visit the PerformLine Careers page!