Accounting Associate

Website Jobot

We are disrupting the recruiting, staffing and consulting worlds by combining AI - artificial intelligence - with incredible recruiters to fill jobs...and provide incredible service to our clients and candidates in the process.

About The Job

A Bit About Us:

  • Leading, nationally registered wealth management and institutional consulting firm serving high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations from its offices across the country.
  • Our in-house experts of attorneys, tax advisors, financial planners, and investment professionals are passionate about and committed to providing objective financial advice and oversight.

Job Details:

  • Preparation and review of individual income tax returns including multi-state filings
  • Forensic Accounting
  • Interaction with other members of a client’s wealth management team
  • Preparation and review of tax projections for planning and estimated taxes
  • Provide business management services for multiple clients (this includes direct contact with clients as well as supervision and review of bookkeeping services such as general ledger postings, payroll, bank reconciliations, write-ups and preparation of financial statements).
  • Respond to tax notices and assist with tax audits.
  • Responsible for developing and maintaining superior client relationships.
  • Responsible for all business aspects of client relationships including billing, collecting and maintaining profitability.


  • 3+ years of accounting or bookkeeping experience required
  • Bachelor’s degree preferred but not required
  • Prior experience with a business management firm, family office or CPA firm is a MUST
  • Excels in a team-based, client-centric culture
  • Able to work independently on project type assignments
  • Knowledge of Quickbooks required
  • Strong MS Office skills
  • Willingness to work until work is done
  • Excellent oral and written skills

Base salary: $60,000 – $85,000 a year

To apply for this job please visit