Accounting Associate/Bookkeeper 4928

Join a fast-growing, purpose-driven wealth management firm in Phoenix that’s redefining what it means to connect wealth with purpose. We're on the hunt for a detail-oriented, client-focused Accounting Associate who’s ready to step into a critical role supporting families and their financial futures.

This isn’t your typical back-office job, we’re looking for someone who’s confident, proactive, and energized by working in a high-performing, collaborative environment. If that sounds like you, keep reading.

What You’ll Do:

• Partner with engagement teams to manage bookkeeping across a variety of client entities
• Own relationships with banks and vendors—gather, organize, and analyze financial data
• Keep a close eye on cash balances and reconcile accounts regularly
• Generate budgeting and financial reports with accuracy and clarity
• Dive into discrepancies and help clean up the numbers
• Create custom financial reports—both on schedule and as needed
• Support tax prep by filing reports and coordinating with advisors

What You Bring:

• Bachelor’s degree in Finance, Accounting, or Business preferred
• QuickBooks and Microsoft Excel mastery—QuickBooks Online Bill.com experience a bonus
• Solid understanding of financial statements, tax/investment lingo, and fiduciary accounting (a plus)
• Top-notch organizational skills and attention to detail
• Confident communicator with a client-first mindset
• Able to thrive in a fast-paced, team-oriented environment

Who We Are:

We're a people-first firm with a big mission:

Empowering Families to Succeed by Connecting Wealth and Purpose.

Driven by our values, Care. Simplify. Help More. Play. Do The Right Thing, we’ve built a culture where our employees are just as important as our clients. We don’t just work hard, we work smart, collaborate often, and make space to have a little fun along the way.

What You’ll Get:

• A supportive, professional culture with heart
• Competitive pay bonus opportunities
• Hybrid flexibility after training period
• Excellent benefits package (medical, dental, vision, 401(k) match, generous PTO, and more)
• A chance to do meaningful work with a team that truly values you