Staff Accountant

A growing and highly regarded wealth management firm is seeking a detail-oriented Staff Accountant to join its finance team. Reporting directly to the CFO, this role will support day-to-day accounting operations, financial reporting, and month-end close while helping maintain the accuracy and integrity of the firm's financial records.

This is an excellent opportunity to gain exposure to a sophisticated financial services environment with strong visibility to leadership and opportunities for professional growth.

• Prepare and post journal entries and maintain the general ledger.
• Perform monthly account reconciliations, including cash, investments, and accruals.
• Assist with month-end and year-end close processes.
• Prepare financial statements and management reports.
• Analyze financial results and support budgeting and profitability reporting.
• Assist with investment, partnership, trust, or multi-entity accounting, as applicable.
• Support audits, maintain compliance with GAAP, and strengthen internal controls.
• Identify opportunities to improve accounting processes, reporting, and system efficiencies.

• Bachelor's degree in Accounting, Finance, or a related field.
• 2–4 years of accounting experience; public accounting or financial services experience preferred.
• Strong knowledge of GAAP and financial reporting.
• Proficiency with Microsoft Excel and Quick Books; ERP experience is a plus.
• Excellent analytical, organizational, and communication skills.
• Ability to manage multiple priorities in a fast-paced environment.

• Experience in wealth management, investment management, banking, family office, or other financial services environments.
• Exposure to investment accounting or multi-entity accounting.
• CPA designation or active progress toward certification.

• Work directly with an experienced CFO and leadership team.
• Gain valuable exposure to wealth management and investment operations.
• Join a collaborative, stable, and growing organization.
• Enjoy meaningful work with opportunities for professional development and career advancement.