Accounting Specialist Intern $20/hr
- 18655 N Claret Dr ste 170, Scottsdale, AZ 85255, USA
- Internship
About Trajan Wealth
With over $3 billion in assets under management and advisement, Trajan® Wealth is one of the fastest-growing Registered Investment Advisor firms in the country.
What sets us apart is our fully integrated, in-house model – combining fee-only wealth management, estate planning through Trajan Estate, and tax strategy through Trajan Tax.
We don’t refer out critical components of a client’s financial life. We bring them together under one fiduciary standard – the Family Office.
Role Overview
The Accounting Specialist – Multi-Entity Operations is a full-cycle accounting support role responsible for accounts payable, and accounts receivable support. If you are looking to be a part of a stable, high-functioning team with variety and real ownership, this role offers that.
Trajan-specific processes, entity structures, and systems will be taught. What we cannot teach is intellectual curiosity, attention to the big picture, and the discipline to do detail-oriented work without losing sight of what that detail is connected to.
Duties and responsibilities
Accounts Payable & Vendor Management
- Process and code vendor invoices accurately across all three ensuring proper expense allocation and entity assignment
- Manage the full AP cycle including bill capture, approval routing, payment scheduling, and remittance
- Maintain and manage vendor records including W-9 collection, contact information, payment terms, and assistance with annual 1099 preparation
- Process and reconcile company credit card statements across all three entities – matching charges to receipts, coding transactions to the correct expense category, department, location, and entity in NetSuite, and flagging any unsupported, duplicate, or questionable charges for review
- Monitor AP aging and proactively communicate upcoming payment obligations to the Director of Finance
- Identify opportunities to consolidate, enrich, or streamline vendor relationships
- Ensure all AP activity is coded to the correct location, department, and entity within NetSuite
Accounts Receivable Support
- Support Revenue Management with accounts receivable functions as needed – the specific nature of this support will evolve as the role develops, but the expectation is a working knowledge of AR processes sufficient to step in, assist, and add value without requiring significant direction
Qualifications
- Finance or Accounting Majors preferred
- Ability to learn a new ERP quickly
- Solid understanding of basic accounting principles including debits and credits, expense coding, and general ledger structure
- Proficiency in Microsoft Excel – pivot tables, VLOOKUP/XLOOKUP, and basic reconciliation formulas at minimum
- Demonstrated ability to manage competing priorities and deadlines across multiple workstreams simultaneously with high attention to detail