Accounting Associate/Bookkeeper

Job Description

Job Description

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.