Staff Accountant

Role

Staff Accountant

Location

100% onsite in Scottsdale, AZ

Reports to

Controller

Employment Type

Full-Time, W2, Direct Hire

Benefits

Medical, Dental, Vision health insurance. 401k. Discretionary Bonus.

The Opportunity

We are looking for a motivated and detail-oriented Staff Accountant to join our growing finance team. This is an excellent opportunity to launch an accounting career in a fast-paced, hands-on environment.

In this role, you will assist with a variety of accounting tasks including data entry, reconciliation, and supporting the month-end close. You will work directly with the Controller and other team members to learn and grow in a collaborative and supportive setting. If you're passionate about numbers, accuracy, and learning the foundations of corporate accounting, this is the role for you.

The Company

A wealth management technology platform that is in the process of scaling rapidly. We partner with Financial Advisors, Registered Investment Advisory (RIA) firms, and Broker-Dealer (BD) firms to provide innovative technology solutions for the wealth management space. Our mission is to empower financial services firms, advisors and their clients with cutting-edge technology and exceptional service.

Responsibilities

·       Assist with daily accounting tasks such as data entry and transaction processing.

·       Help with month-end close activities, including journal entries and account reconciliations.

·       Support bank and general ledger account reconciliations.

·       Assist with accounts payable, accounts receivable, and billing functions.

·       Maintain accurate records and documentation of financial transactions.

·       Contribute to audit preparation by organizing supporting documentation.

·       Help maintain internal control procedures and accounting documentation.

·       Provide administrative and analytical support to the Controller and accounting team.

·       Participate in team projects and process improvement initiatives as needed.

Qualifications, skills, and experience

·       Bachelor’s degree in accounting, finance, or a related field (or in final year of completing degree).

·       0–3 years of accounting or finance experience (internships, part-time roles, or school projects count!).

·       Basic understanding of accounting principles and financial reporting.

·       Proficiency with Microsoft Excel (e.g., formulas, pivot tables).

·       Familiarity with QuickBooks or similar accounting software – a plus.

·       Excellent attention to detail and willingness to learn.

·       Strong organizational and time-management skills.

·       Effective communication skills and ability to work in a team environment.

·       A positive attitude and eagerness to take on new challenges.

Additional Details

·       This is a full-time, W2 role based in the U.S.

·       Visa sponsorship is not available.

·       Candidates must be local to the Scottsdale/Phoenix area. Relocation is not an option.

·       100% onsite work is required.