Now Hiring: CSA/Executive Assistant | $65K – $85K | Arizona

Are you a highly detail-oriented finance professional looking to take the next step in your career? Or an Executive Assistant with a strong financial background eager to expand your skill set?

This could be the perfect opportunity for you!

This is a permanent role offering $65K – $85K, depending on experience, and requires candidates to be located in Arizona.

What You’ll Do:

• Manage and coordinate client requests, including wires, deposits, and cash movements
• Assist with account openings, data collection, and documentation
• Support financial advisors by analyzing reports, summarizing data, and preparing client deliverables
• Provide administrative and operational support to enhance client service efficiency
• Handle multiple requests in a fast-paced, team-oriented environment

What We’re Looking For:

• Bachelor’s Degree required
• Strong attention to detail and organizational skills
• Ability to multi-task and prioritize across financial planning, tax, and investment services
• Proficiency in Microsoft Office Suite (Excel in a financial context is a plus!)
• Basic knowledge of financial statements, tax, and investment concepts
• Excellent communication and problem-solving skills

If you’re a meticulous financial administrator or an EA ready to grow in the finance space, we’d love to connect with you!

Apply today or message me for more details!

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.

Now Hiring: Investment Partnership Accountant
Location: Hybrid in Phoenix, AZ 
Type: Full-Time

Do you thrive in the details of accounting? Are you someone who prefers depth and accuracy over constant change? If so, we want to talk to you.

We’re searching for an Investment Partnership Accountant with a passion for precision to join our team. This is a highly specialized role focused on tax allocations and the unique demands of investment partnership accounting. It’s back-office, steady, and secure, with clear responsibilities and minimal surprises. Perfect for someone who finds satisfaction in clean reconciliations, solid financials, and accurate IRS reporting.

What You’ll Do:

• Apply and track IRS tax allocations: 704(b), 704(c), and book-to-tax realized gains/losses

• Reconcile bank accounts and maintain general ledger accuracy

• Prepare annual financial statements and partner basis tracking

• Record and manage capital contributions and distributions

• Account for debt investments, passthrough entities, and marketable securities

• Support the accounting behind complex investment transactions

What You Bring:

• 3–5 years of experience in investment partnership accounting

• Hands-on knowledge of 704(b) and 704(c) allocations

• Strong skills in reconciliations and financial statement prep

• High attention to detail and commitment to accuracy

• Bachelor’s degree in Accounting preferred (CPA a plus but not required)

Why This Role:

• Job security in a niche, technical space

• Minimal client-facing pressure — just focused, meaningful work

• Immediate need, with a streamlined hiring process

If you’re looking for a long-term opportunity in a specialized corner of accounting, this is it.