Trajan Wealth LLC · 21 hours ago
Accountant - 75-90K plus bonus
Scottsdale, AZ
Full-time
Onsite
Senior Level
$75K/yr - $90K/yr
5+ years expTrajan Wealth is a rapidly growing Registered Investment Advisor (RIA) and Estate Planning firm dedicated to providing clients with personalized financial strategies. They are seeking an experienced and detail-oriented Accountant to support day-to-day accounting operations with a strong focus on payroll, expense reporting, and payroll tax coordination.
Asset ManagementFinancial ServicesLife InsuranceRetirement
Responsibilities
Ensure timely and accurate bi-weekly payroll processing (including commissions, bonuses, and adjustments) using Isolved
Maintain payroll records by collecting, auditing, and entering data accurately
Coordinate payroll tax registration and compliance across various states
Track and reconcile commission payments; audit data and enter into CRM
Process expense reporting, including invoice review, coding, and payment
Support month-end close processes and reconciliations as assigned
Scan, organize, and maintain financial documents in accordance with internal procedures
Maintain a high level of confidentiality and integrity when handling sensitive financial and employee information
Provide general administrative and financial support to the Finance team
Qualification
Required
Bachelor's Degree in Accounting or related degree program
5+ years of accounting experience
Experience with NetSuite
Understanding of multi-state payroll tax registration and compliance
Proven experience in accounting or finance roles, ideally with payroll and AP exposure
Strong Excel skills and attention to detail
Ability to manage multiple priorities and deadlines with urgency
Discretion and professionalism when handling confidential data
Benefits
401k with matching component up 13%
United Healthcare PPO Medical employee coverage paid by Company
Delta Dental PPO, United Healthcare Vision, Short Term, Long Term, Life Insurance and many more voluntary options available
Generous holidays and PTO
Company
Trajan Wealth LLC
Trajan Wealth helps our clients prepare for retirement with custom wealth management solutions.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Jeff Junior
CEO and Independent Financial Advisor
Shane McGreevy
Chief Operating Officer
Recent News
2025-01-31
2024-12-19
2024-11-20
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