Job Description

Role: Corporate Accounting Associate

Industry: Wealth Management / Financial Services

Company Type: Privately Held, Growth-Oriented Advisory Firm

Join a growing, client-focused financial services firm that is building out its internal accounting function during a pivotal stage of expansion. This role offers hands-on exposure to core accounting operations, process improvement initiatives, and the opportunity to help shape scalable financial infrastructure. Ideal for an early-career accounting professional seeking meaningful ownership and long-term growth.

We are seeking a detail-oriented Accounting Associate to support day-to-day accounting operations within a dynamic and evolving environment. This individual will play a key role in maintaining accurate financial records, supporting the monthly close process, and contributing to the development of internal controls and procedures. The position requires a strong foundation in accounting principles, a proactive mindset, and the ability to operate both independently and collaboratively.

Key Responsibilities

- Manage core accounting functions including Accounts Payable (AP) and Accounts Receivable (AR)

- Maintain and update General Ledger (GL) activity and journal entries

- Support monthly close processes, including accruals and reconciliations

- Perform bank and account reconciliations to ensure accuracy and completeness

- Assist in building and refining month-end close checklists and workflows

- Contribute to the development of internal controls and approval processes

- Prepare and analyze office-level profit and loss statements

- Ensure balance sheet integrity and accuracy

- Support ongoing process improvement and system enhancements

Qualifications & Skills

- Bachelor’s degree in Accounting or related field preferred

- 1–3 years of corporate accounting experience

- Strong understanding of accrual-based accounting (critical)

- Experience with general ledger, reconciliations, and month-end close

- Proficiency in QuickBooks Online strongly preferred

- Strong attention to detail and organizational skills

- Ability to work independently in a fast-paced, evolving environment

- Proactive, adaptable mindset with a willingness to take on new challenges

- Strong communication skills and professional demeanor

Work Environment

- Hybrid schedule (3 days onsite; additional onsite presence during onboarding and close cycles)

- Professional, business-formal office environment

- Detail-oriented, results-driven culture with high expectations for accuracy

Benefits & Perks

- Health, dental, and vision insurance options

- 401(k) with employer contribution

- Generous paid time off and holidays

- Professional development and growth opportunities

- Exposure to process improvement and system implementation initiatives

Why This Opportunity

- Opportunity to join a firm actively building out its internal accounting function

- High visibility role with direct impact on processes and infrastructure

- Strong runway for growth within accounting and finance operations

- Exposure to both day-to-day accounting and project-based initiatives