Jobot
#1 Wealth Management Firm in Phoenix Hiring Experienced Accounting Associate. Hybrid Schedule, 4 weeks PTO!
Check all associated application documentation thoroughly before clicking on the apply button at the bottom of this description.
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 QuickBooks and Microsoft Office, particularly Excel QuickBooks Online and Bill.com 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.
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
Check all associated application documentation thoroughly before clicking on the apply button at the bottom of this description.
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 QuickBooks and Microsoft Office, particularly Excel QuickBooks Online and Bill.com 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.
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