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SalaryWhat we are looking for -
Our growing Accounting & Banking Services (ABS) team is part of our Exclusive Family Office group that specializes in helping our high-net-worth clients with their personal and entity accounting. We are looking for a motivated staff accountant to join our team to assist with accounts payable, accounts receivable, reconciliations, and monthly close. This is an opportunity to join a growing department and immediately impact the department’s success.
You will -
- Handle accounts payable and accounts receivable for multiple clients
- Download / Input bank account transactions
- Download / Input credit card transactions
- Reconcile bank, brokerage, and credit card statements
- Prepare and post monthly, quarterly, and annual journal entries
- Research and assist in client-vendor management, including issues and disputes
- Prepare financial statements
- Prepare cash flow and cash management reports
- Prepare budgets and comparison of actual to budget reports
- Manage new account banking documents
- Assist with year-end 1099 filings
- Maintain thorough client data files
- Perform other accounting and finance duties as assigned
We want -
- Someone working toward the CPA or CFP
- 1 - 3 years of professional experience in an accounting or business management environment is preferred
- Bachelor’s Degree in accounting, finance, economics, or a related field
- Someone who understands accounting and has strong abilities to post debits and credits and maintain the general ledger
- High Proficiency in Word, and Excel, experience with AgilLink/Datafaction, QuickBooks Online, and Xero preferred but not necessary
- Must be detail-oriented with a high degree of accuracy
- Ability to work separately and provide follow-up with the team
- Impeccable ability to maintain confidentiality
- Excellent organizational skills
- A self-starter who is accountable for their work
- Must be a team player who will thrive in a small company environment.
- Ability to consistently meet deadlines
- Ability to set priorities among a variety of tasks
- Excellent oral and written communication skills within a diverse office environment
- Excellent personal and professional references
We offer –
- Collaborative, fun environment
- 401(k) with company match
- Individual and cash profit-sharing bonuses
- Competitive company contribution to medical benefits
- Flexible work arrangements
- Continuing education assistance program
We are –
ASPIRIANT IS A LEADING INDEPENDENT WEALTH MANAGEMENT FIRM.
We recognize, respect, and value the contributions of each employee, and we strive to cultivate a work environment that strikes an agreeable balance between our professional and personal lives.
Our core values guide us to seek out a broad range of perspectives, talents, and backgrounds to achieve our mission; one where all staff contribute to and share our success. Aspiriant is committed to diversity, and as an equal opportunity employer, we are committed to employment practices that ensure that employees and applicants for employment are provided with equal opportunities without regard to race, color, national origin, ancestry, sex, age, religion, physical or mental disability, medical condition, veteran status, marital status, pregnancy, sexual orientation, gender identity, genetic information or any other factor that is not related to the position.
To Apply
Applicants should go to www.aspiriant.com, select the ‘careers’ link in the footer and search for open positions in Los Angeles. From there attach a cover letter and resume for consideration.
Aspiriant is an Equal Opportunity Employer and follows the guidelines for any applicable Fair Chance Ordinances.
www.aspiriant.com
Aspiriant is a Registered Investment Adviser, subject to SEC regulation, and requires all employees (and at times, family members) to disclose securities holding and transactions. There are also restrictions on trading certain securities. Candidates are encouraged to request further information regarding these policies.
