Sr. Associate - Accounting & Banking Services

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.


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.

• Team-led work environment - Together, We Achieve More
• An environment leading to learning and growing your career
• Continuing education assistance program
• 401(k) with company match
• Bonus program
• Company contribution up to 95% for health insurance
• Hybrid work arrangement

How you will contribute:

• 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

Is this you?

An ideal candidate will be motivated by our mission to empower families to take control of their financial lives, live their values with clarity and peace of mind, and actualize their dreams. We seek out a wide range of talented team members who join in our values and vision. We value intellectual intensity, collaboration, and consideration. A strategic partner once compared us to "a cocker spaniel." We like the comparison. Our relationships with clients are professional first and foremost. They are also sociable, passionate, and genuine.


The attributes and talents that foster success in the role are:

Knowledge:

• Someone who understands accounting and has experience with the month-end process.
• High Proficiency in Word and Excel, experience with AgilLink/Datafaction, QuickBooks Online, and Xero preferred but not necessary

Skills & Attributes

• Demonstrates persistence in finding solutions and overcoming obstacles
• Build 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

Experience and Education:

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

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 is committed to diversity, inclusion, and belonging.


A diverse and inclusive culture is essential to providing the best to both our clients and our people. Including a variety of perspectives in all that we do is necessary for our innovation and growth. We envision a firm where our people see a community they belong to and an inspiring future...a firm where people can be themselves, learning is limitless, and everyone can thrive.

As an Equal Opportunity Employer that believes in and follows Fair Chance Ordinances, 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.

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.