Accounting Assistant

About Emerge

Emerge provides personal and professional CFO services and financial and strategic advisory to entertainment professionals, entrepreneurs, and high-net-worth families. We work behind the scenes to organize, manage, and coordinate the many moving parts of our clients’ financial lives — bringing structure, clarity, and peace of mind as those lives grow and evolve.

The Opportunity

The Assistant plays an integral role in the day-to-day financial operations that keep our clients’ lives running smoothly. Working closely with Account Managers, bookkeepers, and external partners, the AAE ensures that financial workflows are executed with precision, deadlines are met, and clients receive the attentive service they expect.

This is a role for someone who is highly organized, detail-oriented, and takes genuine pride in doing work that makes a real difference.

What You’ll Do

Financial Operations & Bill Pay

• Code, document, and schedule bills for timely payment
• Verify wire instructions before release
• Run high-volume accounts payable, including check runs and month-end reconciliation
• Conduct spending analysis and support periodic audits

Financial Reporting & Reconciliation

• Review Balance Sheets, P&Ls, and General Ledgers for accuracy and completeness
• Prepare and deliver reconciled financial statements; enter tax reserve journal entries and finalize financials for Account Manager review
• Maintain cash flow tracking and prepare custom reporting for assigned clients
• Ensure timely compliance with tax deadlines, including 1099 administration and estimated payments

Client & Operational Support

• Onboard new clients and configure vendor and GL code setups
• Coordinate client loan applications, asset schedules for insurance, and records related to property or vehicle transactions
• Maintain accurate client contact information and coordinate home and business-related scheduling
• Communicate proactively with clients on bill approvals, coding questions, and operational follow-through

What We’re Looking For

• 4+ years of experience in accounting, business management, family office, or a related financial services environment
• Solid understanding of accounts payable, general ledger coding, bank reconciliations, and financial statement review
• Experience with AgilLink or similar accounting/client management platforms preferred
• Proficiency in Microsoft Excel and comfort navigating multiple systems and portals
• Exceptional attention to detail with the ability to manage multiple priorities under deadline
• Strong written and verbal communication skills; professional discretion with sensitive client information
• A collaborative, team-first mindset and genuine commitment to client service

Benefits

• Health, dental, and vision insurance
• 401(k) with employer matching
• Paid time off
• Work from home flexibility

How to Apply

If you’re a detail-driven professional who takes pride in financial accuracy and client service, we’d love to connect. Apply directly on Indeed or send us your resume along with a brief note about your background to [email protected]

Pay: From $80,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Health insurance
• Paid time off
• Vision insurance

Application Question(s):

• Have you used business management software such as AgilLink, Datafaction, or QuickBooks? (yes/no)
• Have you worked in a business management, family office, or CPA firm environment? (yes/no)
• How many years of accounting experience do you have? (minimum 3)

Work Location: In person