Accounting Associate – Wealth Management Support

Job Description

Accounting Associate | George Thompson Agency

The Tone:
This is a developmental, full-time role at George Thompson Agency, a growing financial advisory firm that provides comprehensive wealth management services. The Accounting Associate is vital for supporting daily accounting and tax-related functions, while gaining broad exposure to all aspects of a client-centered advisory model. This position offers an opportunity for a motivated and detail-oriented individual to build a long-term career in financial services, progressively learning and contributing to the firm’s operational and client service excellence.

The TL;DR
• Role: Early Career
• Type: Full-time
• Location: In-person, Multiple office locations

• Team: Supports advisors and tax professionals
• Mission: This role supports daily accounting and tax-related tasks and progressively learns the firm’s client-centered advisory model.
• Tech Stack: Relevant systems, financial software, tax-preparation platforms, CRM tools, custodial platforms, Microsoft Excel

What You’ll Actually Do
• Tax Document Management: Assist with the preparation, organization, and review of tax-return documentation for individuals, businesses, trusts, and other entities as required.
• Client Record Keeping: Gather, organize, reconcile, and meticulously maintain client financial records, including income, expenses, account statements, and essential supporting tax documents.
• Tax Planning Support: Aid tax-planning projects by preparing detailed worksheets, financial projections, tax estimates, and concise client information summaries.
• Operational Accounting: Perform critical account reconciliations, provide bookkeeping support, ensure accurate data entry, generate reports, and manage documents with a high degree of precision.
• Financial Planning Learning: Develop a comprehensive understanding of the firm’s financial-planning process, encompassing retirement planning, investment management, insurance, estate considerations, cash-flow analysis, and tax-aware strategies.

The Must-Haves
• Background: Entry-Level professional seeking broad exposure to accounting, tax preparation, tax planning, financial planning, client service, and wealth management operations.
• Experience: No specific years of experience are required; this is a developmental role for someone eager to learn and grow within the financial services industry.
• Skills: Demonstrated high degree of accuracy in data entry and record-keeping, proficiency with Microsoft Excel, and an aptitude for developing working knowledge of financial software, tax-preparation platforms, CRM, and custodial systems.
• Bonus: Adaptable, curious, and dependable individual who is comfortable working in a changing environment and committed to building a long-term career in financial services.