Technical Accounting Associate

Company Overview:

Steward Partners Global Advisory is an employee-owned, full-service leading independent private financial services firm, with professionals delivering multifaceted financial solutions and comprehensive service to our clients and their families.

Steward Partners Global Advisory caters to family, institutional and multigenerational investors delivering comprehensive wealth planning and investment strategy implementation, professional asset management services, private banking, institutional consulting, international advisory and business solutions. We pride ourselves on delivering wide-ranging client service with an unwavering commitment to excellence.

Position Overview:

The Technical Accounting Associate will support the firm’s technical accounting, equity management, and financial reporting processes. This role will work closely with the Technical Accounting Manager to assist with the interpretation and application of U.S. GAAP across complex transactions, including equity, stock-based compensation, and M&A activity.

This position is designed to build foundational technical accounting expertise while providing critical support across financial reporting, audit, and control-related initiatives in a fast-growing environment.

Duties and Responsibilities:

• Assist in the preparation and maintenance of technical accounting memos, including research, documentation, and updates for new and existing accounting positions
• Support equity accounting processes, including tracking issuances, terminations, and modifications within the firm’s equity management platform
• Assist in the preparation of journal entries and supporting schedules related to equity, stock-based compensation, and other complex transactions
• Support the development and maintenance of accounting policies, procedures, and internal controls to ensure compliance with US GAAP and regulatory requirements
• Assist with audit support, including preparing documentation, compiling support for technical accounting positions, and maintaining audit request trackers
• Perform research on technical accounting topics and summarize findings into clear, concise documentation for internal and external stakeholders
• Support M&A and complex transaction accounting by assisting with data gathering, documentation, and analysis (e.g., purchase accounting, earn-outs, valuations)
• Partner with the Technical Accounting Manager and broader finance team to identify process improvements and strengthen controls around financial reporting and equity management

Skills, Experience & Qualifications:

• Bachelor’s degree in accounting required CPA or CPA-track strongly preferred
• 0–2 years of experience in accounting or finance; public accounting internship or experience strongly preferred
• Foundational knowledge of US GAAP, with demonstrated ability to research and apply accounting guidance
• Strong analytical and problem-solving skills, with the ability to understand and break down complex accounting concepts
• Excellent written communication skills, with the ability to support preparation of clear, concise accounting memos and documentation
• High attention to detail and strong organizational skills, particularly in documentation, audit support, and tracking activities
• Proficiency in Microsoft Excel; ability to work with large datasets and supporting schedules
• Experience or exposure to financial reporting, equity/stock-based compensation, or technical accounting topics is a plus
• Ability to manage multiple priorities and meet deadlines in a fast-paced, growth-oriented environment
• Strong interpersonal skills and ability to collaborate across teams, including Accounting, Finance, Legal, and external auditors

Reports To:

Technical Accounting Manager

Direct Reports:

None