Join an award-winning, culture-driven wealth management firm as a client-facing Accounting Associate managing multiple client entities, financial reporting, and bookkeeping with real impact.This Jobot Job is hosted by: Dan AsherAre you a fit? Easy Apply now by clicking the "Quick Apply" buttonand sending us your resume.Salary: $70,000 - $85,000 per year
A bit about us:Founded in 2011 and based in Phoenix, Arizona, we are a growing wealth management and full-service accounting firm serving high-net-worth families and closely held entities. We are proud to be recognized for our award-winning culture, collaborative team environment, and commitment to helping families align their wealth with purpose. Our firm emphasizes professional development, meaningful client relationships, and a strong commitment to work-life balance, creating a supportive environment where high performers can thrive long term.
Why join us?- Just earned "Best Places To Work” For the 11th Consecutive Year!
- Consistently named to Financial Advisor Magazine’s RIA Survey and Rankings List
- Above market salaries and excellent Work/Life balance and 4 weeks PTO
- 401(k) plan with 100% vested company match
- Generous bonuses, profit sharing, and opportunities for growth
- Comprehensive benefits package including Medical, Dental, and Vision plans (90% paid by company for employee AND dependents!)
- Collaborative, fun, flexible work environment
- Hybrid Schedule - 2 days a week work from home
Job DetailsHybrid Schedule (2 days/week work from home, starting after 90 days)This Accounting Associate will support multiple client entities by delivering accurate bookkeeping, reconciliations, cash monitoring, and customized financial reporting. The role works directly with clients and engagement teams, managing day-to-day accounting needs while ensuring timely and reliable financial information.Core Responsibilities· Manage bookkeeping for multiple client entities across varying structures· Perform monthly bank and account reconciliations· Monitor cash balances and assist with liquidity tracking· Prepare recurring and ad hoc financial reports· Generate monthly budget-to-actual reporting· Research and resolve accounting discrepancies· Coordinate with banks and third-party vendors to obtain financial data· Provide documentation and reports to external tax advisors· Maintain organized financial records and supporting documentation· Respond to client questions and gather required financial informationRequired Experience & Skills· 2+ years accounting experience, ideally within a CPA firm or client service environment· Experience servicing multiple clients simultaneously· Strong QuickBooks proficiency (Desktop or Online)· Advanced Excel skills (formulas, pivots, data organization)· Solid understanding of balance sheet, income statement, and cash flow reporting· Comfortable communicating directly with clients· Organized and deadline-driven in a fast-paced environment· Bachelor’s degree in Accounting, Finance, or Business preferred· Familiarity with Bill.com preferred· Exposure to fiduciary accounting a plusInterested in hearing more? Easy Apply now by clicking the "Quick Apply" button.
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