Accountant
- $65,000 - $75,000
- Scottsdale, AZ
Accountant/Bookkeeper needed for boutique wealth management firm expanding into Scottsdale market
A bit about us:
We are a boutique wealth management firm dedicated to delivering personalized financial strategies to high-net-worth individuals and families. As we expand into the Scottsdale market, we are seeking a detail-oriented and proactive Accountant/Bookkeeper to support our financial operations and help establish a strong foundation for our new office.
What You’ll Do:
Manage day-to-day accounting functions including accounts payable/receivable, general ledger, and bank reconciliations
Prepare monthly, quarterly, and annual financial reports
Assist with budgeting, forecasting, and financial analysis
Ensure compliance with internal controls and regulatory requirements
Support the leadership team with ad hoc financial tasks and reporting
Assist in preparing documentation and reports for compliance audits and regulatory filings
What You’ll Do:
Manage day-to-day accounting functions including accounts payable/receivable, general ledger, and bank reconciliations
Prepare monthly, quarterly, and annual financial reports
Assist with budgeting, forecasting, and financial analysis
Ensure compliance with internal controls and regulatory requirements
Support the leadership team with ad hoc financial tasks and reporting
Assist in preparing documentation and reports for compliance audits and regulatory filings
Why join us?
What We Offer:
Competitive salary and benefits package
Opportunity to grow with a new office and shape internal processes
Collaborative and values-driven culture
Exposure to high-level financial strategy and planning
Competitive salary and benefits package
Opportunity to grow with a new office and shape internal processes
Collaborative and values-driven culture
Exposure to high-level financial strategy and planning
Job Details
What We’re Looking For:
3+ years of experience in accounting or bookkeeping, preferably in a financial services or professional services environment
Strong knowledge of QuickBooks or similar accounting software
Experience with compliance preparation and audit support
Excellent attention to detail and organizational skills
Ability to work independently and thrive in a fast-paced, entrepreneurial setting
3+ years of experience in accounting or bookkeeping, preferably in a financial services or professional services environment
Strong knowledge of QuickBooks or similar accounting software
Experience with compliance preparation and audit support
Excellent attention to detail and organizational skills
Ability to work independently and thrive in a fast-paced, entrepreneurial setting
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.