Accounting Associate

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 yearA 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._{Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy}