Associate – Private Accounting Solutions – 2026
About The Position
Private Accounting Solutions (PAS) Associates play a key role on our client service teams, supporting family offices, investment partnerships, and closely held businesses. Associates are responsible for the day-to-day accounting operations as well as assisting in the monthly, quarterly, and annual close processes. This role provides exposure to complex investment and entity structures, requiring Associates to build strong technical foundations while learning how to deliver high-quality client service. We provide both structured training and on-the-job coaching to help Associates grow their technical, analytical, and professional skills.
Requirements
- Bachelor’s degree in accounting, Finance, Economics, or related field; advanced degree or CPA eligibility preferred.
- Minimum GPA of 3.0.
- Strong technical and analytical skills, with an ability to identify discrepancies and resolve them through reconciliation and research.
- Excellent organizational skills and attention to detail, with the ability to manage multiple priorities in a fast-paced environment.
- Proactive, self-starter mindset with a focus on accountability and continuous improvement.
- Strong interpersonal skills with the ability to communicate effectively with colleagues, managers, and clients, both verbally and in writing.
- Applicants must be currently authorized to work in the United States on a full-time basis.
Nice To Haves
- advanced degree or CPA eligibility preferred
Responsibilities
- Perform general ledger maintenance, including journal entries, reconciliations, and account analyses to ensure accurate and timely financial reporting.
- Assist with month-end and quarter-end close processes across multiple entities, including preparation of financial statements and supporting schedules.
- Maintain organized workpapers and audit trails, ensuring accuracy, completeness, and consistency with firm processes and client requirements.
- Coordinate with internal tax teams to provide accurate and timely financial information for tax return preparation.
- Support the tracking and reconciliation of investment activity, capital accounts, and intercompany transactions across complex entity structures.
- Collaborate with Senior Associates and Managers to clarify accounting issues, resolve open items, and provide status updates to ensure deliverables remain on track.
Benefits
- Employees (and their families) are eligible for medical, dental, vision, and basic life insurance coverage.
- Employees may enroll in the firm’s 401(k) plan upon hire.
- We offer 160 hours of paid time off annually, along with twelve paid holidays each calendar year.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Number of Employees
1,001-5,000 employees
