Accountant, Financial Reporting

About Trajan Wealth

With over $3 billion in assets under management and advisement, Trajan® Wealth is one of the fastest-growing Registered Investment Advisor firms in the country.

What sets us apart is our fully integrated, in-house model - combining fee-only wealth management, estate planning through Trajan Estate, and tax strategy through Trajan Tax.

We don't refer out critical components of a client's financial life. We bring them together under one fiduciary standard - the Family Office!

We are seeking an experienced and detail-oriented Accountant to support day-to-day accounting operations with a strong focus on payroll, expense reporting, and payroll tax coordination. The ideal candidate will bring strong analytical skills, organizational excellence, and the ability to work independently in a high-volume, fast-paced environment.

This position would be 100% onsite at our Scottsdale corporate office.

• Ensure timely and accurate bi-weekly payroll processing (including commissions, bonuses, and adjustments) using Isolved.
• Maintain payroll records by collecting, auditing, and entering data accurately.
• Coordinate payroll tax registration and compliance across various states.
• Track and reconcile commission payments; audit data and enter into CRM.
• Process expense reporting, including invoice review, coding, and payment.
• Support month-end close processes and reconciliations as assigned.
• Scan, organize, and maintain financial documents in accordance with internal procedures.
• Maintain a high level of confidentiality and integrity when handling sensitive financial and employee information.
• Provide general administrative and financial support to the Finance team.

• Bachelor's Degree in Accounting or related degree program.
• 5+ years of accounting experience
• Experience with Net Suite
• Understanding of multi-state payroll tax registration and compliance
• Proven experience in accounting or finance roles, ideally with payroll and AP exposure.
• Strong Excel skills and attention to detail.
• Ability to manage multiple priorities and deadlines with urgency.
• Discretion and professionalism when handling confidential data.

• $75-90k base salary plus bonus
• 401k with matching component up 13%
• United Healthcare PPO Medical employee coverage paid by Company
• Delta Dental PPO, United Healthcare Vision, Short Term, Long Term, Life Insurance and many more voluntary options available
• Generous holidays and PTO