Accounting Associate

George Thompson Agency; Town of Montgomery (NY); On-site; USD 42,000 - 64,000; Full time

Job summary

George Thompson Agency is seeking a motivated Accounting Associate to join our growing wealth-management practice. This developmental role offers exposure to accounting, tax preparation, tax planning, financial planning, client service, and operations across multiple office locations.

The position supports daily accounting and tax-related work while progressively learning all facets of our client-centered advisory model.

Qualifications

• Interest in accounting, tax preparation, and financial planning.
• Willingness to learn across advisory services and operations.
• Strong attention to detail and accuracy in documentation.

Responsibilities

• Assist with preparation, organization, and review of tax-return documentation.
• Gather, organize, reconcile, and maintain client financial records and statements.
• Support tax-planning projects with worksheets, projections, and summaries.
• Assist advisors with client meeting preparation and follow-up.
• Perform bookkeeping support, data entry, and reporting with high accuracy.
• Maintain organized client files and confidentiality per firm procedures.
• Learn the wealth-management process including retirement planning and cash-flow analysis.
• Support cross-office operational workflows and internal reporting.
• participate in training and process-improvement initiatives.
• Develop knowledge of financial software, CRM tools, and Excel.

Skills

Detail-oriented

Adaptable

Curious

Dependable

Tools

Microsoft Excel

CRM tools

Financial software

Tax-prep platforms

Job description

We are seeking a motivated, detail-oriented Accounting Associate to join our growing financial advisory firm. This is a developmental role for someone who wants broad exposure to accounting, tax preparation, tax planning, financial planning, client service, and the operational side of a comprehensive wealth-management practice.

The Accounting Associate will support daily accounting and tax-related work while progressively learning all facets of our client-centered advisory model. The right candidate is adaptable, curious, dependable, comfortable working in a changing environment, and eager to build a long-term career in financial services.

Key Responsibilities

• Assist with preparation, organization, and review of individual, business, trust, and other tax-return documentation, as applicable.
• Gather, organize, reconcile, and maintain client financial records, including income, expenses, account statements, and supporting tax documents.
• Support tax-planning projects by preparing worksheets, projections, estimates, and client information summaries.
• Assist advisors and tax professionals with client meeting preparation, follow-up, and implementation of planning recommendations.
• Perform account reconciliations, bookkeeping support, data entry, reporting, and document management with a high degree of accuracy.
• Help maintain organized client files and ensure records are complete, current, and handled in accordance with firm procedures and confidentiality standards.
• Learn the firm’s financial-planning process, including retirement planning, investment management, insurance, estate considerations, cash-flow analysis, and tax-aware strategies.
• Assist with operational workflows across multiple office locations, including client service, administrative coordination, and internal reporting.
• Participate in training, continuing education, cross-functional projects, and process-improvement initiatives.
• Develop working knowledge of relevant systems, financial software, tax-preparation platforms, CRM tools, custodial platforms, and Microsoft Excel.
• Travel as needed among firm office locations to support clients, team members, and business operations.