Sr. Associate - Accounting & Banking Services

About the role

We are looking for a driven, service-minded accounting professional who takes pride in helping families manage the financial complexities of their lives. The ideal candidate combines technical accounting skills with a strong sense of ownership, unwavering integrity, and a desire to build trusted relationships with clients and colleagues. This role is ideal for someone who enjoys solving problems, continuously improving, and growing into greater responsibility over time. You'll work closely with experienced professionals, gain valuable expertise, and advance your career in a supportive and stimulating environment. This is an opportunity to join a growing department and immediately impact the department’s success.

Responsibilities

• Lead and manage client relationships with internal teams and external clients
• Be in charge of accounts payable and accounts receivable for multiple clients
• Handle the accounting at month-end for multiple clients:
• Reconcile bank, brokerage, and credit card statements
• Post monthly, quarterly, and annual journal entries
• Prepare financial and cash flow statements
• Prepare budgets and comparison of actual to budget reports
• Ensure transactions are documented and analyzed according to compliance requirements
• Supervise client-vendor management, including issues and disputes
• Manage new bank account documents
• In charge of filing 1099s
• Maintain thorough client data files
• Perform other accounting and finance duties as assigned

Qualifications

We will consider any combination of experience and education that provides the necessary knowledge, skills, and abilities to perform the job. A typical way to acquire the requirements would be:

• Someone working toward the CPA or CFP
• 2 - 4 years of professional experience in an accounting or business management environment is preferred
• Bachelor’s degree in accounting, finance, economics, or a related field

Skills & Attributes

• Demonstrates persistence in finding solutions and overcoming obstacles
• Builds trust through consistency, discretion, and follow-through
• Approaches client service with empathy and professionalism
• Takes ownership without waiting to be asked
• Demonstrates intellectual curiosity and a desire to learn
• Excellent oral and written communication skills within a diverse office environment
• Excellent personal and professional references
• Ability to work independently and provide follow-up with the team
• Ability to consistently meet deadlines
• Ability to set priorities among a variety of tasks

Physical Demands And Work Environment

Primarily sedentary work in an office with minimal distractions, and walking throughout the office. Learn and memorize tasks; execute tasks independently; apply knowledge and use judgment to handle situations. Occasionally exert up to ten pounds of force to lift, carry, push, pull or otherwise move objects. Perform repetitive motions; substantial movements of the wrists, hands, and fingers for computer keyboard operation. Use near visual acuity to perform an activity such as preparing documents, operating a computer, and reading. Speak and hear to communicate with team members and clients by phone and in person.

Aspiriant

We are Aspiriant, a leading, independent, 100% employee-owned wealth management firm. Our core values guide us to seek out a broad range of perspectives, talent, and backgrounds to achieve our mission, one where all staff contribute to and share in our success. 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.