Accounting Associate

Accounting Associate job with an exceptional growing financial services Client. Above all, our Client is on a mission to solve the retirement crisis. Furthermore, 69% of Americans do not work with a financial advisor today and only a quarter of Americans have a financial plan. Most noteworthy, our Client’s team is reimagining a 60-year old industry by bringing new technologies, comprehensive services, and an inspired vision to financial advisors. Finally, our Client, supported by their incredible investors, have grown from a small Great Lakes-based team in 2020 to 100+ members distributed across the United States.

Our Client’s team is a blend of industry experts and technologists building a better business, together. Most noteworthy, our Client is in it for the long haul. Also, our Client is looking for individuals to be part of a dedicated, distributed team where one can architect their impact and shape our Client’s vision.


As an Accounting Associate you will work closely with accounting and finance leadership to prepare and review financial information, providing a clear picture of our Client’s financial performance. In addition, you will be responsible for performing account reconciliations and ad-hoc analysis. You will also play a key role in the end-to-end accounting processes including Accounts Payable, Accounts Receivable, Payroll, Consolidations, Reporting and Tax & Audit support. Salary is $60k to $80k DOE. This job is Remote from anywhere in U.S. Apply now for this excellent Accounting Associate job by clicking on the Apply Now button above! This is Job 2940.

Responsibilities for the Accounting Associate

  • Prepare and record journal entries.
  • In addition, complete accounting close processes in a timely and accurate manner, ensuring appropriate financial controls, procedures and efficiencies are in place.
  • Reconcile balance sheet accounts monthly to ensure accurate reporting and ledger maintenance.
  • Furthermore, build and improve internal processes and controls.
  • Also, support state payroll compliance requirements.

What our Client is looking for in Team Members

  • Generalist – Things move fast – our Client is looking for an Accounting Associate that is able to, on the spot, not be afraid to dive into a new topic.
  • Executer – Our Client is currently building out many new initiatives and programs. You’ll need to quickly ramp up and start executing. Our Client talks a lot about strategy and high-level ideas, and you should be able to independently translate ideas into action, dig into the details, and make progress toward team goals.
  • Process-Driven – You’re someone that geeks out on processes and is a sucker for making sure things stay on track. The goal is to be meticulous enough for quality output but not meticulous to the point of indecision.
  • Accountable – Our Client’s teams are small but mighty—they expect team members to work independently, grab the jump ball, and get it past the finish line. Receiving & giving feedback is crucial to accountability. You should be someone that’s comfortable with a culture of continuous feedback.

Requirements for the Accounting Associate

  • 3+ years of professional accounting experience.
  • Furthermore, Bachelor’s degree in Accounting, Finance, or related field.
  • Knowledge of GAAP and internal control framework.
  • Moreover, experience with state filings and payroll taxes.

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