At Moss Adams, we champion authenticity. For us, that means fostering a culture of talented people who care—about you, about our clients, and about our communities. Here, you’ll work towards our mission of empowering others to embrace opportunity, growing as a leader along the way. Our firm’s size, middle-market clients, customized career paths, and supportive culture make this a reality. Join a values-driven firm where you’ll have fun while solving complex and interesting business challenges.
We are currently seeking an A/P Associate to join our Family Office team. This position is a part of a fast-paced team focused on creating a seamless client experience. The ideal candidate is self-motivated, proactive and results focused. The Family Office is a sub department of our Outsourced Finance and Accounting (OFA) practice that provides clients with the resources they need to manage complex financial affairs and reach their personal and family goals.
The A/P Associate works with high-net-worth families to satisfy daily financial needs. This position is responsible for payments and controls expenses by receiving, processing, verifying and reconciling invoices. This position will also be required to book journal entries and prepare reports.
Individuals who thrive at Moss Adams exhibit the following success skills – Collaboration, Critical Thinking, Emotional Intelligence, Executive Presence, Growth Mindset, Intellectual Curiosity, and Results Focus.
Responsibilities:
Efficiently manage and process a high volume of incoming invoices, accurately allocating expenses to appropriate accounts and cost centers by analyzing historical invoice data and expense reports; ensure precise recording of all financial transactions within QuickBooks accounting softwareOversee vendor account management by preparing and issuing payments, reconciling monthly vendor statements, resolving discrepancies, and maintaining positive vendor relationships to ensure timely and accurate payment cycles
Administer client household expense accounts and reimbursement requests by monitoring cash balances, verifying transaction accuracy, posting entries promptly, and maintaining comprehensive and up-to-date ledgers to support financial transparency
Prepare and coordinate weekly invoice approval workflows in collaboration with team leadership, ensuring compliance with internal controls and organizational policies
Serve as a primary point of contact for high-net-worth clients regarding accounts payable inquiries; proactively gather and analyze relevant data from internal resources and client teams to provide timely, accurate, and professional responses
Collaborate effectively with internal departments and external partners to follow up on client requests, leveraging team expertise and utilizing office systems and technology to streamline communication and resolution processes
Support the maintenance and organization of historical financial records through systematic scanning, indexing, and electronic document management, adhering to established protocols to ensure data integrity and easy retrieval
Coordinate and facilitate medical insurance claim submissions and follow-ups in partnership with client teams, ensuring accurate documentation and timely processing of claims
Collect and verify essential vendor documentation, such as W-9 forms, and manage incoming mail and correspondence related to accounts payable functions to support compliance and record-keeping requirements
Uphold the highest standards of confidentiality and data security by safeguarding sensitive client information in accordance with company policies and regulatory requirements
Qualifications:
High School Diploma/GED requiredMinimum of 1 year of related experience required
Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook, and SharePoint) and aptitude for learning internal programs and software
Experience with Bill.com and QuickBooks preferred
Strong planning and organization skills; able to effectively prioritize assignments and competing deadlines in a fast-paced environment; handling multiple projects and tasks simultaneously while maintaining quality work
Ability to use resources efficiently, meet deadlines, and keep others informed of work plans and progress toward goals
Ability to work independently and collaborate effectively across functions, departments, and organizational levels
Demonstrates excellent organizational, problem solving and communication skills in a highly collaborative team environment
Strong analytical skills
Ability to handle confidential information with integrity and discretion
Ability to travel as needed, approximately 5%
Moss Adams is an Equal Opportunity Employer as to all protected groups, including protected veterans and individuals with disabilities.
Moss Adams complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact careers@mossadams.com.
Certain jurisdictions in the United States require employers to disclose the pay range in job postings. This is the typical range of pay for the position. Actual compensation may depend on factors such as qualifications, work experience, skills, and geographic location. This position may be eligible for an annual discretionary bonus. For more information about our benefit offerings and other total rewards, visit our careers page.
#LI-MD1
At Moss Adams, we champion authenticity. For us, that means fostering a culture of talented people who care—about you, about our clients, and about our communities. Here, you’ll work towards our mission of empowering others to embrace opportunity, growing as a leader along the way. Our firm’s size, middle-market clients, customized career paths, and supportive culture make this a reality. Join a values-driven firm where you’ll have fun while solving complex and interesting business challenges.
We are currently seeking an A/P Associate to join our Family Office team. This position is a part of a fast-paced team focused on creating a seamless client experience. The ideal candidate is self-motivated, proactive and results focused. The Family Office is a sub department of our Outsourced Finance and Accounting (OFA) practice that provides clients with the resources they need to manage complex financial affairs and reach their personal and family goals.
The A/P Associate works with high-net-worth families to satisfy daily financial needs. This position is responsible for payments and controls expenses by receiving, processing, verifying and reconciling invoices. This position will also be required to book journal entries and prepare reports.
Individuals who thrive at Moss Adams exhibit the following success skills – Collaboration, Critical Thinking, Emotional Intelligence, Executive Presence, Growth Mindset, Intellectual Curiosity, and Results Focus.
Responsibilities:
Efficiently manage and process a high volume of incoming invoices, accurately allocating expenses to appropriate accounts and cost centers by analyzing historical invoice data and expense reports; ensure precise recording of all financial transactions within QuickBooks accounting softwareOversee vendor account management by preparing and issuing payments, reconciling monthly vendor statements, resolving discrepancies, and maintaining positive vendor relationships to ensure timely and accurate payment cycles
Administer client household expense accounts and reimbursement requests by monitoring cash balances, verifying transaction accuracy, posting entries promptly, and maintaining comprehensive and up-to-date ledgers to support financial transparency
Prepare and coordinate weekly invoice approval workflows in collaboration with team leadership, ensuring compliance with internal controls and organizational policies
Serve as a primary point of contact for high-net-worth clients regarding accounts payable inquiries; proactively gather and analyze relevant data from internal resources and client teams to provide timely, accurate, and professional responses
Collaborate effectively with internal departments and external partners to follow up on client requests, leveraging team expertise and utilizing office systems and technology to streamline communication and resolution processes
Support the maintenance and organization of historical financial records through systematic scanning, indexing, and electronic document management, adhering to established protocols to ensure data integrity and easy retrieval
Coordinate and facilitate medical insurance claim submissions and follow-ups in partnership with client teams, ensuring accurate documentation and timely processing of claims
Collect and verify essential vendor documentation, such as W-9 forms, and manage incoming mail and correspondence related to accounts payable functions to support compliance and record-keeping requirements
Uphold the highest standards of confidentiality and data security by safeguarding sensitive client information in accordance with company policies and regulatory requirements
Qualifications:
High School Diploma/GED requiredMinimum of 1 year of related experience required
Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook, and SharePoint) and aptitude for learning internal programs and software
Experience with Bill.com and QuickBooks preferred
Strong planning and organization skills; able to effectively prioritize assignments and competing deadlines in a fast-paced environment; handling multiple projects and tasks simultaneously while maintaining quality work
Ability to use resources efficiently, meet deadlines, and keep others informed of work plans and progress toward goals
Ability to work independently and collaborate effectively across functions, departments, and organizational levels
Demonstrates excellent organizational, problem solving and communication skills in a highly collaborative team environment
Strong analytical skills
Ability to handle confidential information with integrity and discretion
Ability to travel as needed, approximately 5%
Moss Adams is an Equal Opportunity Employer as to all protected groups, including protected veterans and individuals with disabilities.
Moss Adams complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact careers@mossadams.com.
Certain jurisdictions in the United States require employers to disclose the pay range in job postings. This is the typical range of pay for the position. Actual compensation may depend on factors such as qualifications, work experience, skills, and geographic location. This position may be eligible for an annual discretionary bonus. For more information about our benefit offerings and other total rewards, visit our careers page.
#LI-MD1