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Accounting Associate

Harrison Gray Search and Consulting LLC
Phoenix, AZ Full Time
POSTED ON 2/8/2025
AVAILABLE BEFORE 5/5/2025

Harrison Gray Search has partnered with a fast-growing multi-family office as they add an Accounting Associate to their team in Phoenix.

About the Firm :

Our client is a purpose-driven, multi-family office based in Phoenix, specializing in serving ultra-high-net-worth clients. Their team integrates wealth management, tax strategy, estate planning, and accounting to provide a holistic approach to financial well-being. Recognized as one of the best places to work for over a decade, they value work-life balance, professional growth, and community impact.

Position Overview :

Our client is seeking an Accounting Associate to join their growing team. This role is ideal for individuals who thrive on tackling complex projects and value partnering with more tenured team members to provide exceptional client service.

Key Responsibilities :

  • Maintain and reconcile accounts in QuickBooks, ensuring accuracy and timeliness.
  • Prepare monthly, quarterly, and annual financial statements tailored to client needs.
  • Monitor and manage cash flow, providing timely updates to clients.
  • Handle all aspects of bill pay, including setup, tracking, and ensuring timely payment of personal and business expenses.
  • Record and categorize expenses accurately, maintaining detailed records for reporting and tax purposes.
  • Manage light payroll activities, including payment scheduling, tax compliance, and benefits tracking.
  • Ensure payroll accuracy and liaise with external providers as needed.

Qualifications :

  • Bachelor's degree required
  • Minimum of 2 years of experience in accounting or bookkeeping, preferably with UHNW clients or private wealth management.
  • Proficiency in QuickBooks is required.
  • Experience with bill payment systems and payroll processing tools.
  • Strong understanding of financial statement preparation and reporting.
  • High level of discretion and professionalism in handling sensitive client information.
  • Excellent interpersonal and communication skills, with a client-first mindset.
  • Polished, professional demeanor with excellent communication skills.
  • Driven, challenge-seeking mindset with the ability to meet and exceed high expectations.
  • What makes this firm special :

  • Career Growth : Opportunities for professional development and clear career paths within the firm.
  • Collaborative Environment : Work alongside talented professionals in a supportive, team-focused culture.
  • Work-Life Balance : Our client prioritizes balance for their employees. After an initial onboarding period, this role will be hybrid (3 days in office, 2 days WFH)
  • Compensation and Benefits :

  • Competitive compensation commensurate with experience
  • 401(k) with Safe Harbor Match.
  • Four weeks of PTO starting immediately.
  • Annual cell phone allowance.
  • Medical coverage (90% of premiums are covered for both employees and dependents)
  • HSA with annual employer contribution.
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