Accountant

About Trajan Wealth

Trajan Wealth manages and advises more than $3 billion in assets and is recognized as one of the country’s fastest-growing Registered Investment Advisor firms. Its integrated in-house platform brings together fee-only wealth management, estate planning through Trajan Estate, and tax strategy through Trajan Tax so that key parts of a client’s financial life are handled within one fiduciary framework.

Role overview

The company is looking for a seasoned, detail-driven Accountant to handle daily accounting work, with particular emphasis on payroll, expense reporting, and payroll tax coordination. This role calls for strong analytical ability, excellent organization, and the confidence to work independently in a busy, high-volume environment. The position is fully onsite at the Scottsdale corporate office.

Responsibilities

• Run bi-weekly payroll accurately and on time, including commissions, bonuses, and any required adjustments, using Isolved.
• Keep payroll records current by gathering, checking, and entering information with care.
• Support payroll tax setup and compliance in multiple states.
• Monitor, reconcile, and validate commission payments, then review the data and enter it into the CRM system.
• Handle expense reports, including invoice review, account coding, and payment processing.
• Assist with month-end close tasks and account reconciliations as needed.
• Scan, file, and organize financial records according to internal processes.
• Safeguard sensitive employee and financial information with discretion and professionalism.
• Offer general administrative and finance-related support to the Finance team.

Requirements

• Bachelor’s degree in Accounting or a related field.
• At least 5 years of accounting experience.
• Hands-on experience with NetSuite.
• Working knowledge of multi-state payroll tax registration and compliance.
• Background in accounting or finance, preferably with exposure to payroll and accounts payable.
• Strong Excel ability and a sharp eye for detail.
• Capacity to juggle several priorities and deadlines with a sense of urgency.
• Professional judgment and discretion when dealing with confidential information.

Compensation and benefits

The base salary for this role is $75,000 to $90,000 per year, plus bonus eligibility. Additional benefits include a 401(k) with company matching up to 13%, company-paid United Healthcare PPO medical coverage for employees, Delta Dental PPO, United Healthcare Vision, short-term and long-term disability, life insurance, and other voluntary benefit options. Employees also receive generous holidays and PTO.

Work arrangement

This is a full-time, onsite position based in Scottsdale, Arizona.