Career Opportunity
Accountant – Private Client Services
Category
Wealth Management - Support/Operations
Location
Scottsdale, Arizona
Salary
$70,000 - $120,000
Job Reference
244631
Accountant, Private Client Services
Location: Scottsdale, AZ
Hirenexus is partnered with a local Multi-Family Office to add an additional Accountant to their team, supporting the delivery of high-quality accounting services to private clients. This individual will be responsible for overseeing day-to-day client accounting activities, reviewing deliverables, and supporting clients directly.
Responsibilities:
- Lead accounting and bookkeeping services provided to clients and their entities/businesses
- Assist with estimated tax calculations, tax filings, accounts receivables, accounts payables, and payroll processing
- Input new client and financial data, verify information, reconcile accounts, and conduct audits as needed
- Create and prepare financial reports
Qualifications:
- Bachelor’s degree in accounting, finance, or related field
- 5+ years of prior experience with bookkeeping, bill pay, and accounting procedures
- Experience with QuickBooks and/or Bill.com required
- Must be a self-starting individual who takes responsibility for his/her work and actively sees projects through to successful conclusions while maintaining a high level of communication with team members
- Desire/ability to work successfully in a small company team environment where it is expected that you will wear many hats with varied responsibilities
- Proficiency in Microsoft Suite (Excel, Word, PowerPoint, Outlook) and ability to operate CRM and other systems
Accountant, Private Client Services
Location: Scottsdale, AZ
Hirenexus is partnered with a local Multi-Family Office to add an additional Accountant to their team, supporting the delivery of high-quality accounting services to private clients. This individual will be responsible for overseeing day-to-day client accounting activities, reviewing deliverables, and supporting clients directly.
Responsibilities:
- Lead accounting and bookkeeping services provided to clients and their entities/businesses
- Assist with estimated tax calculations, tax filings, accounts receivables, accounts payables, and payroll processing
- Input new client and financial data, verify information, reconcile accounts, and conduct audits as needed
- Create and prepare financial reports
Qualifications:
- Bachelor’s degree in accounting, finance, or related field
- 5+ years of prior experience with bookkeeping, bill pay, and accounting procedures
- Experience with QuickBooks and/or Bill.com required
- Must be a self-starting individual who takes responsibility for his/her work and actively sees projects through to successful conclusions while maintaining a high level of communication with team members
- Desire/ability to work successfully in a small company team environment where it is expected that you will wear many hats with varied responsibilities
- Proficiency in Microsoft Suite (Excel, Word, PowerPoint, Outlook) and ability to operate CRM and other systems
Search Jobs
Other Open Positions
Operations Manager
Wealth Management - Support/Operations
$70,000 - $90,000
Scottsdale, Arizona
Operations Manager – Wealth Management Hirenexus is partnered with a local Multi-Family Office in their search for an Operations Manager. This individual will manage day-to-day operational functions, with a focus on improving processes & procedures, and will lead the o ....
Accountant – Private Client Services
Wealth Management - Support/Operations
$70,000 - $120,000
Scottsdale, Arizona
Accountant, Private Client Services Location: Scottsdale, AZHirenexus is partnered with a local Multi-Family Office to add an additional Accountant to their team, supporting the delivery of high-quality accounting services to private clients. This individual will be responsi ....
Accounting Manager – Private Wealth Management
Wealth Management - Support/Operations
$100,000 - $125,000
Phoenix, Arizona
Accounting Manager – Private Wealth Management Location: Phoenix, AZHirenexus is partnered with a highly respected ~$4B+ AUM multi-family office to assist in their search for an Accounting Manager to support the delivery of high-quality accounting services to UHNW ($20M+) ....
Client Service Associate
Wealth Management - Support/Operations
$70,000 - $80,000
Phoenix, Arizona
Client Service Associate – Multi-Family Office Location: Phoenix/Scottsdale Area HireneXus is working with a multi-family office with ~$4B+ AUM in their search for a Client Service Associate. This company has a long history of offering white glove wealth management servi ....
