Staff Accountant II

Encino Building #2, 5707 Southwest Parkway, Austin, Texas, United States of America •

Rio 2100, 63 S Rockford Drive, Tempe, Arizona, United States of America

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 Accountant II is responsible for supporting the preparation of financial statements and contributing to the timely completion and analysis of financial results through preparing and posting journal entries, maintaining multiple general ledger account reconciliations, performing analyses, and working with the Accounting team as well as other departments.

What You’ll do

• Assist with maintaining financial records and ensuring financial transactions are properly recorded by completing journal entries and reconciling general ledger accounts
• Coordinate accounting matters with other departments to resolve reconciling items and/or technical accounting issues
• Evaluate internal systems and processes and recommend changes that would allow greater efficiency
• Prepare support for external and internal financial audits, as needed
• Support and back up other Accounting team members, as necessary
• Excellent communication and writing skills to interact with varying levels of management, financial professionals, and professional staff
• Critical thinking skills with the ability to plan ahead and conceptualize
• Ability to prioritize and manage work processes/projects efficiently and effectively to meet set deadlines
• Knowledge of general ledger accounting, practices, and principles
• Prior Net Suite Accounting System experience is a plus, but not required

What You’ll Bring

• Bachelor’s degree in accounting, Finance, or another related field
• Previous securities or related industry experience preferred
• Minimum of 3-5+ years general accounting work experience required, with experience in a high-paced environment

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

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.

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.

Encino Building #2, 5707 Southwest Parkway, Austin, Texas, United States of America,

Rio 2100, 63 S Rockford Drive, Tempe, Arizona, United States of America