Accounting Associate

One Day In July | Financial Advisors; Burlington (VT); On-site; USD 70,000 - 80,000; Full time

Benefits offered by this job

401k plan

401k match

Mac laptop with retina screen

Sit-stand desk

Paid vacation

Job summary

One Day In July, headquartered in Burlington, Vermont, is expanding and seeking an Accounting Associate to support the Director of Operations and executive team. You will manage daily accounting tasks, payroll, journal entries, and monthly/quarterly/annual financial statements in a fast-paced environment.

We offer a fiduciary-focused culture with a low-meeting environment, a strong emphasis on confidentiality, and a path toward professional growth.

Qualifications

• Bachelor's degree in accounting, finance, or related field.
• Knowledge of QuickBooks and basic accounting principles.
• Excellent written and verbal communication.
• High attention to detail and documentation.
• Proactive—identify opportunities and problems and escalate when needed.
• Willingness to wear multiple hats and adapt to changing priorities.
• Focus on processes and controls with risk awareness.
• Positive attitude, grit, and ability to prioritize.
• Commitment to confidentiality and ethical standards.

Responsibilities

• Manage daily accounting tasks, data entry, vendor and credit card billing processes.
• Calculate commissions, process payroll, and track employee time off.
• Update client records, organize communications, and take corrective action as needed.
• Record and review journal entries, reconcile accounts, and generate monthly financial reports for management.
• Prepare, review, and analyze monthly, quarterly, and annual financial statements to ensure GAAP compliance.
• Assist with year-end reporting and SEC rule compliance.
• Manage and execute various special projects for the firm.

Skills

Bachelor's degree in accounting/finan

QuickBooks proficiency

Strong communication skills

Attention to detail

Proactive problem-solving

Adaptability

Process & controls mindset

Discretion & ethics

Education

Bachelor's degree in accounting, finance, or related field

Tools

QuickBooks

Excel

Job description

Headquartered in Burlington, Vermont, One Day In July is a rapidly growing investment firm committed to disrupting the financial industry with a focus on reducing fees and improving portfolio performance for investors.

We are excited to be expanding and are looking for talented individuals to join our team.

Read about our firm's culture and priorities.

Job Description

As an Accounting Associate at One Day In July, you will assist the Director of Operations and the executive team in performing the following duties:

• Manage daily accounting tasks, data entry, vendor and credit card billing processes.
• Calculate commissions, process payroll, and track employee time off.
• Update client records, organize communications, and take corrective action as needed.
• Record and review journal entries, reconcile accounts, and generate monthly financial reports for management.
• Prepare, review, and analyze monthly, quarterly, and annual financial statements to ensure compliance with Generally Accepted Accounting Principles (GAAP).
• Assist with year-end reporting and maintain compliance with Securities & Exchange Commission (SEC) rules and regulations.
• Manage and execute various special projects for the firm.

Qualifications

• Bachelor's degree in accounting, finance, or related field.
• Knowledge of QuickBooks and basic accounting principles.
• Be an excellent communicator, both written and verbal.
• Maintain a high standard for attention to detail and documentation.
• Be proactive: identify opportunities and problems and take them to the next level without being asked.
• Be able to "wear multiple hats" and quickly adapt to changing priorities.
• Focus on processes and controls with the ability to understand and assess risk.
• Possess a positive attitude, tremendous grit, and the ability to prioritize.
• Have a commitment to maintaining confidentiality and ethical standards.

What's in it for you?

• Feel great about offering an honest, transparent solution to Vermonters and Americans trying to save for retirement. One Day In July is a fiduciary: we are legally and ethically obligated to act in our clients’ best interests. (Only 13% of individuals registered with the securities industry are registered in a way that requires them to be fiduciaries on all accounts).1
• Win on price: our prices tend to be lower than many of our competitors' prices. It is fun to be in a firm that is winning and taking market share.2
• You will be exposed to many different aspects of an investment advisory firm, including operations, marketing, software development, and the investing process.
• Join an established but rapidly growing firm.
• We have a low-meeting culture.
• Be part of a friendly, hardworking team that prides itself on mutual respect for one another.
• Develop mastery of subject areas that help clients and other employees.
• Enjoy a beautiful office near the Burlington waterfront.
• $70,000 - $80,000 commensurate with experience.
• This job is full time.
• This job is primarily in-person in Burlington, Vermont.
• 401k plan with low-cost index funds and One Day In July strategy embedded. No high-fee funds (this matters greatly, as you’ll learn if you work here)! Available after meeting eligibility requirements.
• 401k match. Available after meeting eligibility requirements.
• An excellent Mac laptop with a fast processor and retina screen, a sit-down / stand-up desk, plenty of space to work comfortably, relatively private work areas, and other resources for top productivity. Our employees are not cogs in a machine and we don’t treat them that way.
• Paid vacation. Number of weeks commensurate with experience. Includes the luxury of being required (yes, required) by the firm’s founder to disconnect from work on your vacation days.

We respond to all diligent applicants. We keep all applications private.

One Day In July LLC is an equal opportunity employer.

1. The Financial Industry Regulatory Authority (FINRA), “2026 FINRA Industry Snapshot,” retrieved September 2026.

2. The Kitces Report, "2024 Financial Planner Productivity Study," retrieved September 2026. The statement applies to clients with at least $150,000 in assets under management. Clients with lower asset levels are subject to a minimum annual advisory fee that may not be lower than competitor pricing.