What are the responsibilities and job description for the Accounting Associate/Bookkeeper 4928 position at Tier4 Group?
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