Accounting Associate

Hybrid early-career opportunity with a growing wealth management firm.

This Jobot Job is hosted by: Zach Allison
Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume.
Salary: $60,000 - $85,000 per year

A bit about us:

Join a collaborative accounting & operations team as an Accounting Associate. In this role, you'll work directly with the Chief Operating and Compliance Officer to support financial processes and help ensure regulatory compliance across the organization.

Why join us?

• Employer-paid medical and dental coverage.
• 401(k) with safe harbor match and discretionary profit-sharing.
• Health insurance, STD, and LTD coverage.
• Paid time off and holidays.
• Flexible hybrid work schedule.
• Complimentary gym membership.

Job Details

Key Responsibilities:
Prepare financial reports including balance sheets and income statements.
Manage general ledger activities and support monthly and annual close processes.
Conduct billing, invoicing, and quarterly audits.
Monitor and improve internal controls and compliance procedures.
Identify and address potential compliance risks or policy violations.
Stay up to date with regulatory changes and best practices.
Assist in preparing reports for senior leadership and regulatory agencies.
Review and provide feedback on colleagues' work to maintain compliance standards.

Qualifications:

• Bachelor's degree in accounting, finance, or equivalent experience.
• 1+ years of experience in an accounting-related role.
• Strong Excel and QuickBooks skills.
• Exceptional attention to detail and accuracy.
• Solid analytical and numerical abilities.
• Familiarity with compliance processes.
• Experience using myRIA is a plus, but not required.

Interested in hearing more? Easy Apply now by clicking the "Apply" 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, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

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.