Accounting Associate

Jobot; New Hope (Bucks County); Hybrid; USD 60,000 - 85,000; Full time

Job summary

Join a growing wealth management firm as an Accounting Associate. This hybrid early-career role involves supporting financial processes and ensuring regulatory compliance. You will collaborate with senior management and contribute to financial reporting and compliance efforts.

Benefits

Employer-paid medical and dental coverage

401(k) with safe harbor match

Health insurance, STD, and LTD coverage

Paid time off and holidays

Flexible hybrid work schedule

Complimentary gym membership

Qualifications

• 1+ years of experience in an accounting-related role.
• Familiarity with compliance processes.

Responsibilities

• Prepare financial reports including balance sheets and income statements.
• Manage general ledger activities and support monthly and annual close processes.
• Monitor and improve internal controls and compliance procedures.

Skills

Excel

QuickBooks

Analytical Skills

Attention to Detail

Education

Bachelor’s degree in accounting

Tools

myRIA

Job description

4 days ago Be among the first 25 applicants

This range is provided by Jobot. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$60,000.00/yr - $85,000.00/yr

Want to learn more about this role and Jobot? Click our Jobot logo and follow our LinkedIn page!

Job details

Hybrid early-career opportunity with a growing wealth management firm!

This Jobot Job is hosted by Zach Allison

Are you a fit? Easy Apply now by clicking the "Easy Apply" button and sending us your resume.

Salary $60,000 - $85,000 per year

A Bit About Us

Join a collaborative accounting & operations team as an Accounting Associate. In this role, you’ll work directly with the Chief Operating and Compliance Officer to support financial processes and help ensure regulatory compliance across the organization.



Why join us?

• Employer-paid medical and dental coverage.
• 401(k) with safe harbor match and discretionary profit-sharing.
• Health insurance, STD, and LTD coverage.
• Paid time off and holidays.
• Flexible hybrid work schedule.
• Complimentary gym membership.
  
  

Job Details

Key Responsibilities

Prepare financial reports including balance sheets and income statements.

Manage general ledger activities and support monthly and annual close processes.

Conduct billing, invoicing, and quarterly audits.

Monitor and improve internal controls and compliance procedures.

Identify and address potential compliance risks or policy violations.

Stay up to date with regulatory changes and best practices.

Assist in preparing reports for senior leadership and regulatory agencies.

Review and provide feedback on colleagues’ work to maintain compliance standards.

Qualifications

• Bachelor’s degree in accounting, finance, or equivalent experience.
• 1+ years of experience in an accounting-related role.
• Strong Excel and QuickBooks skills.
• Exceptional attention to detail and accuracy.
• Solid analytical and numerical abilities.
• Familiarity with compliance processes.
• Experience using myRIA is a plus, but not required.
  
  

Interested in hearing more? Easy Apply now by clicking the "Easy Apply" button.

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.

Want to learn more about this role and Jobot?

Click our Jobot logo and follow our LinkedIn page!

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Accounting/Auditing and Finance

• Industries

  Accounting, Financial Services, and Banking

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