Accounting Associate

#1 Wealth Management Firm in Phoenix Hiring Experienced Accounting Associate. Hybrid Schedule, 4 weeks PTO!

This Jobot Job is hosted by:
Dan Asher
Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.
Salary: $70,000 - $85,000 per year

A bit about us:

Top-ranked Wealth Management Firm in Phoenix looking to hire an experienced Tax Manager (or senior tax manager). with a background in UHNW clientele. Been in business for 12+ years and have maintained continuous growth in the number of client families we serve. Our goal is to help families by connecting wealth and purpose.

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 Details

Accounting Associates work closely with our clients and their engagement teams to ensure timely and accurate bookkeeping and accounting services for a variety of entities.

Responsibilities

• Manage third-party relationships with banks and other vendors including downloading information to prepare financial statements.
• Monitor cash balances
• Perform account reconciliations
• Generate monthly budgeting reports
• Research and resolve accounting discrepancies
• Timely create customized financial reports on recurring schedules and as needed
• File various tax reports and provide information to tax advisors

Qualifications

• Bachelor’s Degree preferred, with an emphasis in finance, accounting or business
• Must be proficient in Quick Books and Microsoft Office, particularly Excel
• Quick Books Online and  proficiency preferred
• Ability to work well in a fast-paced, team-oriented environment
• Excellent communication and listening skills
• Basic understanding of financial statements such as balance sheets and cash flow reports, as well as basic knowledge of tax and investment terminology
• Confidence to work closely with clients to answer questions and collect necessary information
• Fiduciary accounting skills a plus

Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.

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