Accountant

About Composition Wealth

Composition Wealth is an independent, nationally-ranked investment advisory firm with offices in Los Angeles, San Francisco, Seattle, New York, Chicago, Maryland, and more. We specialize in providing sophisticated financial planning and investment advice to high-net-worth families and we love what we do. Our firm has received numerous awards and we are featured in Forbes, Barron's, AdvisorHub, and other top media outlets. We have also been named Best Place to Work by Investment News multiple years in a row. As the firm rapidly expands, we have some amazing career opportunities for self-motivated, team-oriented professionals.

Position Overview

The Accountant plays a critical role in bringing accounting functions in‑house and ensuring the accuracy and integrity of our financial records. You will partner with our Director of Finance and Controller and collaborate closely with our third‑party accounting firm during the transition.

Responsibilities:

Accounting & Accounting Operations

• Prepare and maintain accounting records, schedules, and ledgers.
• Coordinate the monthly close with our outsourced accounting team.
• Handle accounts receivable, including aiding in our quarterly billing process, and oversee accounts payable.
• Produce financial schedules for review by senior advisors.
• Administer the corporate spending platform.
• Document accounting policies and workflows.
• Support internal and external audits for compliance.

Financial Analysis

• Contribute to the annual budgeting process and collaborate with firm stakeholders.
• Monitor budget‑to‑actual variances and maintain accrual schedules, including mid‑quarter revenue projections.
• Assist with cash‑flow management and short‑term forecasting.

Prerequisites:

• Education – Bachelor’s degree in Accounting, Finance, or related field
• Experience – 2–3 years of accounting or financial‑management experience (public‑accounting background or Big Four exposure a plus).
• Licensure – CPA or CPA candidate strongly preferred.
• Industry Knowledge – Wealth‑management experience preferred.
• Technical Skills – Proficiency with Sage Intacct, Excel, Bill.com, and corporate payment platforms.
• Competencies – Strong analytical ability, attention to detail, excellent communication, and the ability to prioritize and meet deadlines while upholding strict confidentiality.

Other Relevant Information:

• This is a full-time position based in Los Angeles, CA.
• This position will work primarily in the West Los Angeles office.
• The position may require occasional travel to other Composition offices.
• Salary and benefits will be commensurate with experience and industry standards.

Composition Wealth is passionate about our people. We invest a ton of time, energy and resources in our people and they are genuinely excited to come to work on Monday morning. Composition Wealth does not provide immigration-related sponsorship (e.g., H-1B, TN, STEM OPT, etc.) for this role.