Nesso Group brings together experienced professionals in accounting, advisory, benefits and insurance, offering compassionate, attentive, in-house support for individuals, families, and businesses. What really makes us unique is our people-centric culture. Our teams are built on transparency and collaboration, with a cultural foundation that is humble and driven: servant-minded and growth-oriented, lighthearted yet serious about exceptional service. 

Great work doesn’t require crazy hours; when consistency and trust are present, flexibility follows. We empower our team to take ownership of their responsibilities and relationships, and only work with clients whose values align with ours. 

What’s our vibe? We give you the chance to grow across life, with personal development built into the plan. What if a client doesn’t align with our culture? We’re not afraid to show them the door. 

For this role, we’re looking for someone with an energetic presence, warm intelligence, and a genuine devotion to service. Building and maintaining trustworthy relationships is where you excel. You're meticulous in the details and empathetic in communication, ensuring our clients feel supported and confident in your work.  

Your open sensibility and desire to grow both professionally and personally fits right in with our firm culture and ever-changing environment. Whether it's client onboarding, software implementation, or advisory, you show up fully; authentically energized by helping others and co-creating solutions with team members. You’re driven, committed to excellence, and bring your best to a talented group of industry professionals ready to meet you at your A-game.

DAILY FLOW

• Managing and communicating with 6-12 assigned clients to collect required documents, respond to inquiries within 24 hours, and maintain accurate, organized documentation throughout the monthly and quarterly close process

• Recording and categorizing day-to-day financial transactions, completing monthly and quarterly bank and credit card reconciliations, and preparing initial month-end closes, including posting journal entries, loan balances, and fixed asset schedules

• Owning the accounts receivable and payable processes, including entering bills and customer invoices, tracking payments, attending bill payment meetings, and reviewing deposits and cash activity

• Submitting payroll and tracking payroll data to ensure timely, compliant processing

• Assisting with preparation and initial review of tax filings, quarterly income tax projections, Form 1099s, and year-end analyses

• Tracking project progress, time, and tasks daily to meet deadlines, and ensure seamless service delivery

• Working collaboratively with internal teams, participating in training sessions, adapting to evolving tools and processes, and contributing to a positive, high-performing team environment

THE ESSENTIALS 

• Bachelor’s degree in Accounting, Finance, or a related field preferred; Associate’s degree with equivalent experience also considered

• 1-2 years of recent accounting experience, preferably managing multiple clients or entities; advisory and/or tax experience a plus.

• Strong understanding of GAAP and general financial reporting standards

• 1-2 years of recent QuickBooks Online experience and ProAdvisor certification preferred

• Proficiency with Microsoft Office (Excel, Outlook, Word, Power BI) required. 

• Bonus points for familiarity with Sage Intacct, BILL, and CCH Axcess Suite (Axcess Tax, Workflow (formerly XCM), Engagement, Time & Billing)

• Excellent attention to detail, problem-solving skills, and ability to meet deadlines independently and collaboratively.

• Strong communication and interpersonal skills, with an innate drive towards proactive client service, personal development, self-awareness, and professional teamwork

COMP + BENEFITS 

• Salary: $60,000-$75,000 per year, depending on experience

• 401(k) with up to 4% match

• Multiple health insurance plan options available, including HSA-compatible and traditional copay plans

• Voluntary dental and vision insurance plans available

• Company-paid life insurance policy

• Hands-on immersive on-the-job training, as well as personal development opportunities

• Flexible PTO policy, plus 10 observed holidays

• 4% annual cost-of-living salary adjustment

• Generous paid parental leave

• Frequent team meals and a professional open office environment

• Complimentary onsite gym classes with certified trainers, access to a golf simulator, sponsored sports teams, and outdoor nature paths for wellness breaks and walking meetings

At Nesso Group, we don’t just build careers, we build camaraderie, career ownership, and excellence. Our team members are empowered to lead in their roles, invest in relationships, and contribute to a workplace where aligned values are essential.

Have we piqued your interest? If this sounds like a home where you can be yourself and still rock a balance sheet, we’re excited to meet you.

If you’re not exactly qualified for this position, please feel free to complete this application anyway. Doing so will help us keep you in mind for future opportunities that align with your skill set and experience. We assess our applicants based on the entire package of who you are, not just the contents of your resume.