Staff Accountant

A growing financial services firm is seeking a detail-oriented Accounting Associate to support day-to-day accounting operations and reporting functions. This role offers the opportunity to work closely with a collaborative team in a client-focused, high-integrity environment.

The Accounting Associate will play a key role in maintaining accurate financial records, supporting monthly close processes, and preparing reporting across a variety of client structures. This position requires strong organizational skills, attention to detail, and the ability to manage multiple priorities.

• Support general ledger activities, including cash management, bill pay, bank reconciliations, journal entries, and monthly close processes
• Prepare monthly financial reports for individuals, operating entities, trusts, and foundations
• Maintain organized monthly workpaper files and supporting documentatoin
• Communicate regularly with clients and external partners
• Collaborate cross-functionally with internal teams including tax and advisory functions
• Assist with special projects and ad hoc requests as needed

• Bachelor’s degree in Accounting or related field
• 2–4 years of accounting experience
• Strong organizational skills with exceptional attention to detail
• Self-motivated and proactive with a strong work ethic
• Ability to handle sensitive information with discretion and sound judgment
• Excellent written and verbal communication skills
• Proficiency in Microsoft Office (Excel, Word, Outlook, PowerPoint)
• Experience with Quick Books is a plus

• Collaborative, team-oriented culture
• Opportunity to work on diverse and meaningful financial engagements
• xposure to a broad range of accounting and reporting responsibilities
• Competitive compensation and benefits package