Associate Accountant – Wealth Management

Location: Seattle, WA (Hybrid: 3 days/week onsite)

About the Firm

Our client is a premier, fast-growing wealth management firm serving ultra-high-net-worth individuals and families, as well as institutions and family-owned enterprises. Their model blends world-class advice, sophisticated investment opportunities, and a deeply collaborative service approach.

They foster a culture that encourages people to be curious, innovative, and forward-thinking—while delivering exceptional results for clients and building meaningful, long-term careers.

About the Role

We’re seeking a detail-oriented Associate Accountant to join the team in Downtown Seattle. This individual will play an essential role in supporting HNW/UHNW clients and internal advisor teams through cash management, account reconciliation, reporting, and ongoing client administrative needs.

This hybrid role is ideal for someone who thrives in a fast-paced, mission-driven environment and wants both meaningful client impact and strong professional development opportunities.

**Please note: This is not a role that requires tracking billable hours.**

Key Responsibilities

• Manage personal financial accounts and records for assigned clients.
• Prepare and review financial statements, account reports, invoices, and vouchers for accuracy and completeness.
• Monitor client cash balances and ensure appropriate funds are available for accounts payable.
• Reconcile general ledgers, bank accounts, and investment accounts.
• Partner with AP specialists to process payments and manage approval workflows.
• Prepare monthly cash flow reports; assist with client payroll processing and related reporting.
• Support annual tax processes, including preparation of 1099s and W-2s.
• Contribute to special projects—including audits, detailed financial requests, and ad-hoc analyses.
• Maintain clean and accurate client files and transactional histories.

Qualifications

• Bachelor’s degree in Accounting or related field preferred.
• 5+ years of relevant accounting experience; financial reporting experience strongly preferred.
• Solid understanding of GAAP and tax/cash-basis accounting.
• Proficiency with QuickBooks and Microsoft Office; experience with Bill.com a plus.
• Strong written and verbal communication skills with exceptional attention to detail.
• Highly organized with the ability to work independently and manage competing priorities.
• Experience with payroll processing and payroll tax is a plus.

Compensation & Benefits

• Base Salary: $75,000–$90,000 (depending on experience and qualifications)
• Additional Compensation: Discretionary bonus
• Benefits: Comprehensive benefits package including Medical, Dental, Vision and paid time off

Employment Type: Full-Time, Non-Exempt

This opportunity does not provide sponsorship. Only those authorized to work in the US without sponsorship needs now or in the future will be considered. Thank you!