This is a great opportunity for someone coming from a small to mid-sized public accounting firm who wants to transition into a strategic, client-focused role in Wealth Management and Financial Services.
Why you’ll crush it here:
- Solid GAAP and/or cash/tax basis accounting knowledge
- Experience with investment portfolios, trusts, or multi-entity structures (a big plus)
- Highly organized, detail-obsessed, and comfortable flying solo
- Exceptional communication and a client-first mindset
- 8+ years of accounting experience — small/mid-sized public accounting background preferred
salary: $40 - $45 per hour
shift: First
work hours: 8 AM - 4 PM
education: Bachelors
Responsibilities
- Own the day-to-day accounting for assigned HNW clients (trusts, entities, and personal accounts)
- Prepare month-end and year-end close; deliver timely and accurate reporting
- Manage bill payment workflows in coordination with A/P team
- Reconcile investment accounts, bank activity, and general ledger balances
- Monitor cash flow and ensure liquidity for client obligations
- Assist with payroll, W-2s, 1099s, and other tax-related documentation
- Support audits, special projects, and client requests as needed
- Skip busy season madness — this is a steadier, relationship-driven, client facing, portfolio management environment
- Work with elite, supportive teammates who value accountability and autonomy
- Exposure to complex financial portfolios and meaningful client work
- Competitive salary, discretionary bonus, and long-term stability
Skills
Qualifications
Randstad is a world leader in matching great people with great companies. Our experienced agents will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company. Whether you're looking for temporary, temporary-to-permanent or permanent opportunities, no one works harder for you than Randstad.
Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.
At Randstad, we welcome people of all abilities and want to ensure that our hiring and interview process meets the needs of all applicants. If you require a reasonable accommodation to make your application or interview experience a great one, please contact HRsupport@randstadusa.com.
Pay offered to a successful candidate will be based on several factors including the candidate's education, work experience, work location, specific job duties, certifications, etc. In addition, Randstad offers a comprehensive benefits package, including: medical, prescription, dental, vision, AD&D, and life insurance offerings, short-term disability, and a 401K plan (all benefits are based on eligibility).
This posting is open for thirty (30) days.