Accounting Associate
Wealth Management
Phoenix, AZ – Hybrid Onsite
Join a fast-growing, purpose-driven wealth management firm in Phoenix that’s redefining what it means to connect wealth with purpose. We’re on the hunt for a detail-oriented, client-focused Accounting Associate who’s ready to step into a critical role supporting families and their financial futures.
This isn’t your typical back-office job, we’re looking for someone who’s confident, proactive, and energized by working in a high-performing, collaborative environment. If that sounds like you, keep reading.
What You’ll Do:
-
Partner with engagement teams to manage bookkeeping across a variety of client entities
-
Own relationships with banks and vendors—gather, organize, and analyze financial data
-
Keep a close eye on cash balances and reconcile accounts regularly
-
Generate budgeting and financial reports with accuracy and clarity
-
Dive into discrepancies and help clean up the numbers
-
Create custom financial reports—both on schedule and as needed
-
Support tax prep by filing reports and coordinating with advisors
What You Bring:
-
Bachelor’s degree in Finance, Accounting, or Business preferred
-
QuickBooks and Microsoft Excel mastery—QuickBooks Online + Bill.com experience a bonus
-
Solid understanding of financial statements, tax/investment lingo, and fiduciary accounting (a plus)
-
Top-notch organizational skills and attention to detail
-
Confident communicator with a client-first mindset
-
Able to thrive in a fast-paced, team-oriented environment
Who We Are:
We’re a people-first firm with a big mission:
Empowering Families to Succeed by Connecting Wealth and Purpose.
Driven by our values, Care. Simplify. Help More. Play. Do The Right Thing, we’ve built a culture where our employees are just as important as our clients. We don’t just work hard, we work smart, collaborate often, and make space to have a little fun along the way.
What You’ll Get:
-
A supportive, professional culture with heart
-
Competitive pay + bonus opportunities
-
Hybrid flexibility after training period
-
Excellent benefits package (medical, dental, vision, 401(k) match, generous PTO, and more)
-
A chance to do meaningful work with a team that truly values you
Ready to apply?
We’re excited to learn more about you and what you bring to the table.