Senior Manager of Technical Accounting & SEC Reporting

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Wealthfront

💵 $148k-$171k
📍Remote - United States

Summary

Join our growing Accounting team as the Senior Manager of Technical Accounting & SEC Reporting! This dual-role position demands a detail-oriented accounting professional with experience in technical accounting research, policy development, and SEC reporting. You will serve as an internal subject matter expert on complex U.S. GAAP topics and lead the build-out of the Company’s SEC Reporting function. The ideal candidate is intellectually curious, highly collaborative, and thrives in a fast-paced environment. This role involves cross-functional collaboration with various teams to ensure accuracy, compliance, and operational excellence. You will prepare and review SEC filings, support audits, and provide technical accounting training. The position offers a competitive salary and a comprehensive benefits package.

Requirements

  • Bachelor’s or Master’s degree in Accounting or Finance
  • CPA license required
  • 7+ years of progressive accounting experience including Big 4 public accounting (preferably national office, SEC services, or technical accounting groups) and/or public company experience
  • Strong knowledge of the U.S. GAAP and SEC regulations
  • Experience writing technical accounting memos and implementing new accounting standards
  • Demonstrated ownership of SEC reporting processes with strong project management skills
  • Familiarity with SOX compliance and internal controls
  • High attention to detail and analytical rigor with the ability to simplify complex accounting concepts
  • Strong communication skills—written and verbal—with the ability to interact effectively at all levels of the organization

Responsibilities

  • Serve as an internal subject matter expert on complex U.S. GAAP topics, including but not limited to: revenue recognition, stock-based compensation, fair value measurement (ASC 820), CECL (ASC 326), loan accounting (ASC 310), consolidation (ASC 810), debt/equity instruments (ASC 470/480), and business combinations (ASC 805
  • Lead technical accounting research, including drafting accounting memos and whitepapers for significant or non-recurring transactions, new products or lines of business and to account for updates to accounting standards / guidance
  • Evaluate the impact of new accounting pronouncements and implement accounting policy updates accordingly
  • Review contracts and proposed transactions for accounting implications in real time, partnering with Legal and business stakeholders
  • Support audit and internal controls, including maintaining documentation for SOX compliance
  • Provide training to the accounting team and broader organization on technical accounting topics and policy changes
  • Promote continuous learning and best practices in technical accounting
  • Lead or assist in the preparation and review of all quarterly and annual SEC filings (10-K, 10-Q, 8-K, proxy statements), including the consolidated financial statements, MD&A, footnote disclosures, and GAAP checklists
  • Assist in coordinating the review and approval of quarterly and annual SEC filings by relevant parties, including, relevant committees, external auditors, and internal and external legal counsel
  • Support external and internal reporting processes including earnings releases, Board/Audit Committee presentations, and management reports
  • Build the SEC Reporting calendar to ensure the all teams across the Company and external partners are aligned with respect to committed deliverables and adherence to deadlines
  • Ensure the accuracy, completeness, and timeliness of financial information reported in SEC filings
  • Coordinate cross-functionally to gather necessary inputs for disclosures (e.g., from Legal, FP&A)
  • Oversee or assist with XBRL tagging of financial statements
  • Monitor changes in SEC regulations and ensure compliance with evolving disclosure requirements
  • Lead benchmarking and peer disclosure analysis to support best-in-class reporting
  • Partner with external auditors during quarterly reviews and annual audits

Preferred Qualifications

  • Proficiency in Google Sheets or Excel; experience with financial systems such as Workiva, NetSuite, or similar platforms preferred
  • Exposure to fintech, financial services, lending, or regulated industries, such as broker-dealer or mortgages, is a plus

Benefits

  • Medical
  • Vision
  • Dental
  • 401K plan
  • Generous time off
  • Parental leave
  • Wellness reimbursements
  • Professional development
  • Employee investing discount

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