Job Description

Kestra Holdings offers industry-leading wealth management platforms for independent wealth management professionals nationwide. Kestra is dedicated to empowering independent financial professionals—including traditional and hybrid RIAs—to grow their businesses and deliver exceptional client service. We combine advanced business management technology with personalized consulting to provide unmatched scale, efficiency, and support. Our advisor-focused culture is built on innovation and advocacy, enabling advisors to offer comprehensive securities and investment advisory solutions to their clients.

Lead with Purpose. Partner with Impact.

The Staff Accountant is responsible for assisting with and performing general accounting and month-end financial close functions for the company’s acquired firms, including preparing various journal entries, reviewing general ledger accounts, reconciling bank statements, and balancing accounts on the balance sheet. As well as supporting and backing up other accounting team members.

What You’ll Do

• Perform monthly financial close tasks for about 30 acquired firms, including:
• Maintain and track month-end financial close tasks
• Prepare various journal entries
• Review the income statement for accuracy
• Analyze general ledger accounts and prepare balance sheet account reconciliations
• Work with other teams or firms on attaining clarification and/or resolution on matters that may arise
• Prepare and maintain desktop procedures for major responsibilities and tasks
• Support the annual financial audit. Perform other administrative duties as needed
• Participate in special projects
• Support and back up accounting department personnel, as necessary
• Commitment to a culture of professionalism, accountability, customer/client focus, and teamwork

What You Bring:

• Bachelor’s degree with a major in accounting required
• Minimum of 2-4 years general accounting work experience required, with experience in a high-paced environment
• Must be proficient in Excel, Word, and Outlook
• Be able to learn/understand various new accounting standards and reporting systems
• Must have excellent communication, organization, and analysis skills
• Be able to manage projects efficiently and effectively, as well as meet set deadlines
• Knowledge of the NetSuite Accounting System is a plus, but is not required
• Ability to work overtime if needed.

Internal Application Policy:

Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra. Internal applicants must also have a minimum of 1 year service in current role unless approved by EVP.

Benefits to support you:

• Competitive pay and benefits with a large employer (over 1600 employees nationwide)
• 401(k), health insurance, and a competitive benefits package
• Work in a supportive, collaborative environment committed to professional excellence
• Help clients navigate meaningful financial decisions with confidence
• Opportunities for training, development, and long-term growth within the firm
• Tuition reimbursement for qualified expenses

Kestra Values:

Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values: Serve, Make it Happen, and One team.

Explore Life at Kestra

Kestra Holdings Website: https://www.kestrafinancial.com/

Careers Portal: https://jobs.dayforcehcm.com/en-US/kestra/KESTRACAREERSITE

LinkedIn: https://www.linkedin.com/company/kestra-financial

Apply Today

Lead with purpose. Apply now and help shape the future of Kestra.

Disclosure By applying to a job at Kestra Financial, Inc., you are agreeing to the following statements:

• You acknowledge that if hired, Kestra Financial, Inc. may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.
• It is the policy of Kestra Financial to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Kestra Financial prohibits any such discrimination or harassment.