Wealth Management Staff Accountant - Hybrid, Seattle

International Search Consultants; Seattle (WA); Hybrid; USD 65,000 - 90,000; Full time

Job summary

International Search Consultants in Seattle, WA seeks a Staff Accountant to support high-net-worth clients and internal wealth management teams. You will process client cash and accounting activity, reconcile accounts, and prepare financial reports.

This hybrid position offers a dynamic, fast-paced environment with opportunities for meaningful impact and professional growth within a collaborative culture.

Qualifications

• Bachelor’s degree in accounting or related field preferred.
• Minimum of five years relevant accounting experience.
• Experience with financial reporting is highly desired.
• Knowledge of GAAP and tax/cash basis accounting principles.
• Proficiency in QuickBooks, AgilLink, and Microsoft Office programs is preferred.
• Strong written and verbal communication skills with keen attention to detail.
• Ability to work independently, prioritize tasks, and meet deadlines.
• Experience with payroll processing and taxation is a plus.

Responsibilities

• Manage personal accounts and financial records for clients.
• Prepare and review financial reports, account statements, invoices, and vouchers for accuracy.
• Monitor client cash balances to ensure sufficiency for accounts payable.
• Reconcile general ledgers, bank statements, and investment accounts.
• Coordinate with accounts payable specialists to process payments and track approvals.
• Prepare monthly cash flow reports and assist with client payroll processing and reporting.
• Support tax reporting, including the preparation of 1099s and W-2s.
• Assist with special projects, such as audits or detailed client information requests.
• Maintain and update client files with accurate financial and transactional records.

Skills

Communication skills

Analytical skills

Independent worker

Education

Bachelor's degree in accounting

Tools

QuickBooks

AgilLink

Microsoft Office

Job description

International Search Consultants in Seattle, WA seeks a Staff Accountant to support high-net-worth clients and internal wealth management teams. You will process client cash and accounting activity, reconcile accounts, and prepare financial reports.

This hybrid position offers a dynamic, fast-paced environment with opportunities for meaningful impact and professional growth within a collaborative culture.