AP Associate at Moss Adams in Washington

A/P Associate – Family Office

Location: [Specify Location or Hybrid Option]

Reports to: Family Office Team Lead

The Company

Moss Adams is a values-driven professional services firm committed to empowering our people, our clients, and our communities to seize opportunity and grow. With a strong presence in the middle market and a deep bench of expertise, we provide tailored solutions through our accounting, consulting, and wealth management practices. Our Family Office team, part of our Outsourced Finance and Accounting (OFA) group, delivers personalized support to high-net-worth individuals and families in managing complex financial needs.

We are seeking a detail-oriented, proactive A/P Associate to join our Family Office team. This is an exciting opportunity for a motivated individual to work in a fast-paced environment focused on delivering an exceptional client experience while developing strong technical and interpersonal skills.

The Opportunity

The A/P Associate will play a critical role in supporting the day-to-day financial operations of high-net-worth clients. Responsibilities include managing invoices, vendor relationships, household account activity, and medical insurance submissions, as well as processing payments and expense reporting. The ideal candidate thrives in a collaborative team environment, maintains the highest standards of confidentiality and professionalism, and has a service-first mindset. This position offers exposure to family office services and financial best practices within a leading advisory firm.

Key Responsibilities

Accounts Payable Operations

• Efficiently manage and process a high volume of invoices, ensuring accurate allocation to appropriate accounts and cost centers.

• Accurately record all transactions in QuickBooks and maintain audit-ready records.

• Reconcile vendor statements and maintain positive vendor relationships through timely issue resolution and consistent communication.

Client & Household Financial Support

• Administer household expense accounts for clients, including monitoring balances, posting entries, processing reimbursements, and managing supporting documentation.

• Prepare weekly invoice approval workflows in collaboration with team leadership, ensuring compliance with internal controls and client-specific policies.

Client Service & Communication

• Act as a primary liaison for accounts payable inquiries from high-net-worth clients.

• Proactively gather and analyze data to provide accurate, timely responses to internal and external stakeholders.

• Coordinate across departments to follow up on client requests and streamline operations using internal systems and technology tools.

Compliance & Documentation

• Maintain and organize historical financial records using scanning, indexing, and document management systems.

• Facilitate medical insurance claim submissions and follow-ups in collaboration with client service teams.

• Manage collection of vendor documentation, such as W-9s, and handle incoming correspondence related to accounts payable.

Confidentiality & Data Security

• Uphold strict confidentiality and data protection standards in all client-related work.

• Ensure adherence to firm-wide security and privacy protocols.

The Ideal Candidate

Qualifications & Experience

• High School Diploma or GED required; post-secondary coursework preferred.

• Minimum of 1 year of relevant experience in accounts payable, accounting, or financial administration.

• Prior experience with QuickBooks and Bill.com is preferred.

Skills & Attributes

• Proficient in Microsoft Office Suite (Excel, Word, Outlook, PowerPoint, SharePoint).

• Highly organized with strong attention to detail and an ability to manage multiple deadlines and priorities.

• Strong communication skills and the ability to work collaboratively across teams and with external stakeholders.

• Demonstrates sound judgment, professionalism, and discretion when handling confidential information.

• Comfortable in a fast-paced, client-facing environment with a strong focus on quality and timeliness.

• Exhibits the Moss Adams core success traits: Collaboration, Critical Thinking, Emotional Intelligence, Executive Presence, Growth Mindset, Intellectual Curiosity, and Results Focus.

Other Requirements

• Ability to travel as needed (approximately 5%).

• Must be authorized to work in the U.S.

Compensation

Compensation Range: [Jurisdiction-Based Disclosure]
Typical base pay range: $[insert] – $[insert], depending on qualifications, skills, and geographic location.

This role may be eligible for an annual discretionary bonus. A comprehensive benefits package will be offered, including health, dental, vision, retirement, paid time off, and additional firm-sponsored perks. For more details, visit Moss Adams Careers Page.

Equal Opportunity

Moss Adams is proud to be an Equal Opportunity Employer and values diversity at all levels. We make employment decisions based on merit and encourage qualified individuals with disabilities or those needing accommodations to apply.