{"schemaVersion":"jobsearcher.job.v1","id":"4f5381389128fdc41cb66ea6","url":"https://jobsearcher.com/jobs/4f5381389128fdc41cb66ea6","canonicalUrl":"https://jobsearcher.com/jobs/4f5381389128fdc41cb66ea6","title":"Associate","description":"The Associate gives a new engagement its footing. In this role, you’ll make sure every document we ask a client for actually comes in, every number is entered correctly, and nothing goes overlooked. It’s detail-heavy work, and it matters: a clean, accurate data picture early in an engagement keeps everything downstream - financial models, technical research, the client presentation - moving on schedule.\n\nYour day-to-day work is directed by the Analyst. The Relationship Manager has the final call when priorities conflict, though that’s the exception rather than the norm.\n\nThis is also where your career at ACG begins - with real exposure across the engagement and a clear path to grow into the Analyst seat.\n\nWHAT SUCCESS LOOKS LIKE:\n\nNothing falls through the cracks. Every document you’re tracking gets chased down and filed, every number you enter is accurate, and the Analyst can build on your work without needing to double-check it.\n\nWhat You Will Own:\nDocument Intake & Follow-Through\nDocument Request List enter the document request list into the client portal accurately and completely.\nChase to Close (Supporting Documents) chase outstanding supporting documents needed for the engagement bank statements, tax returns, trust and entity documents, investment and insurance statements track every request to close, and keep an honest, current status the team can rely on.\nAIAssisted Document Review use ACG’s AI tools to help prescreen, extract, and summarize incoming documents, flagging anything that needs a closer look so nothing important gets missed.\nData & Modeling\nSystems of Record & Data Accuracy enter and maintain client data in the balance sheet, eMoney, AOS, and other systems of record, keeping it current and accurate throughout the engagement; flag anything that looks off before it becomes a problem downstream.\nStatusQuo Model build the firm’s standard statusquo cash flow model and balance sheet using our templates.\nDeliverable & Analysis Support\nFinancial Modeling Support assist with models and analyses in Excel, HTML, or tools like Manus that quantify scenarios, project cash flows, and show the impact of proposed strategies.\nClient Presentations help build clear, clientready PowerPoint slides as directed by the Analyst.\nAd Hoc Analysis pitch in on clientdriven work tax projections, estate/succession support, investment analysis as needed, with the same care and accuracy expected on everything you touch, from a quick data entry to a clientready deck.\nDocumentation & Meeting Support\nMeeting Notes of Record attend the prekickoff meeting and kickoff call; own the notes for these sessions, using the recorded transcript as backup to doublecheck accuracy; share notes out and add action items to AOS.\nSupporting Documentation keep supporting materials organized and auditready label files clearly and flag the relevant passages.\nResearch Library file completed research using consistent naming so the team can find and reuse it later.\nProcess Improvement flag opportunities to improve workflow, documentation, or research processes where you see them.\n\nGrowth Track (Building Toward Analyst)\n\nLearn the Lifecycle learn the full engagement lifecycle by doing real work across it from day one.\nBuild Technical Depth grow your tax, financial, and modeling fundamentals toward Analystready work.\nTake on More take on progressively more analytical work as your skills develop.\nOwn Your Development ask good questions, follow through on commitments, and drive your own progression toward Analyst.\nProfessional Development pursue additional education and certifications to support your growth path.\nWhat We Are Looking For:\nRequired:\nEducation Bachelor’s degree (completed or in progress) in Accounting, Finance, Business Administration, or a related field.\nExcel & PowerPoint strong working knowledge organized spreadsheets, simple models, clean slide decks.\nComfort With AI Tools comfortable learning and using AIpowered tools as part of everyday work we lean on them heavily and expect people to pick up new ones quickly.\nAttention to Detail exceptional attention to detail and a real commitment to accuracy.\nWritten Communication clear, precise summaries and analysis.\nCuriosity genuine curiosity and a willingness to dig into unfamiliar subject matter quickly.\nProfessionalism professional demeanor and discretion with sensitive client and financial information.\nTeam Orientation reliable, proactive, and easy to work with follows through and asks good questions.\nPreferred:\nCoursework coursework or selfstudy in federal income tax, corporate taxation, or estate and gift tax.\nPrior Experience an internship or work experience in accounting, finance, banking, law, or professional services.\nTechnical Foundation a solid foundation in tax and financial concepts.\nCredential Track CPA exam eligibility upon graduation, or intent to pursue CPA, CFA, or JD.\nAbout Addicus LLC\nAt Addicus, we redefine what it means to be a strategic advisory firm. Built to serve entrepreneurial families and business owners through a powerful mix of private wealth management, private equity, and tax consulting expertise for those who demand more than conventional financial advice. Our team of advisors and strategists brings together deep technical expertise with bold creativity and relentless curiosity. We don’t just manage wealth—we help our clients build enduring legacies, navigate complex transitions, and seize opportunities others might miss. At Addicus, wealth creates—and we ensure it creates with purpose.","company":"Addicus","rawCompany":"addicus","city":"Oxford","state":"MS","isRemote":false,"isActive":false,"createdAt":"2026-09-17T07:37:51.474Z","occupations":[{"code":"13-2011.00","title":"Accountants and Auditors","slug":"accountants-and-auditors"},{"code":"43-3031.00","title":"Bookkeeping, Accounting, and Auditing Clerks","slug":"bookkeeping-accounting-and-auditing-clerks"},{"code":"13-2099.00","title":"Financial Specialists, All Other","slug":"financial-specialists-all-other"}],"industries":[{"code":"541611","title":"Administrative Management and General Management Consulting Services","slug":"administrative-management-and-general-management-consulting-services"},{"code":"541618","title":"Other Management Consulting Services","slug":"other-management-consulting-services"},{"code":"541219","title":"Other Accounting Services","slug":"other-accounting-services"}],"jobPosting":{"@context":"https://schema.org","@type":"JobPosting","title":"Associate","description":"The Associate gives a new engagement its footing. In this role, you’ll make sure every document we ask a client for actually comes in, every number is entered correctly, and nothing goes overlooked. It’s detail-heavy work, and it matters: a clean, accurate data picture early in an engagement keeps everything downstream - financial models, technical research, the client presentation - moving on schedule.\n\nYour day-to-day work is directed by the Analyst. The Relationship Manager has the final call when priorities conflict, though that’s the exception rather than the norm.\n\nThis is also where your career at ACG begins - with real exposure across the engagement and a clear path to grow into the Analyst seat.\n\nWHAT SUCCESS LOOKS LIKE:\n\nNothing falls through the cracks. Every document you’re tracking gets chased down and filed, every number you enter is accurate, and the Analyst can build on your work without needing to double-check it.\n\nWhat You Will Own:\nDocument Intake & Follow-Through\nDocument Request List enter the document request list into the client portal accurately and completely.\nChase to Close (Supporting Documents) chase outstanding supporting documents needed for the engagement bank statements, tax returns, trust and entity documents, investment and insurance statements track every request to close, and keep an honest, current status the team can rely on.\nAIAssisted Document Review use ACG’s AI tools to help prescreen, extract, and summarize incoming documents, flagging anything that needs a closer look so nothing important gets missed.\nData & Modeling\nSystems of Record & Data Accuracy enter and maintain client data in the balance sheet, eMoney, AOS, and other systems of record, keeping it current and accurate throughout the engagement; flag anything that looks off before it becomes a problem downstream.\nStatusQuo Model build the firm’s standard statusquo cash flow model and balance sheet using our templates.\nDeliverable & Analysis Support\nFinancial Modeling Support assist with models and analyses in Excel, HTML, or tools like Manus that quantify scenarios, project cash flows, and show the impact of proposed strategies.\nClient Presentations help build clear, clientready PowerPoint slides as directed by the Analyst.\nAd Hoc Analysis pitch in on clientdriven work tax projections, estate/succession support, investment analysis as needed, with the same care and accuracy expected on everything you touch, from a quick data entry to a clientready deck.\nDocumentation & Meeting Support\nMeeting Notes of Record attend the prekickoff meeting and kickoff call; own the notes for these sessions, using the recorded transcript as backup to doublecheck accuracy; share notes out and add action items to AOS.\nSupporting Documentation keep supporting materials organized and auditready label files clearly and flag the relevant passages.\nResearch Library file completed research using consistent naming so the team can find and reuse it later.\nProcess Improvement flag opportunities to improve workflow, documentation, or research processes where you see them.\n\nGrowth Track (Building Toward Analyst)\n\nLearn the Lifecycle learn the full engagement lifecycle by doing real work across it from day one.\nBuild Technical Depth grow your tax, financial, and modeling fundamentals toward Analystready work.\nTake on More take on progressively more analytical work as your skills develop.\nOwn Your Development ask good questions, follow through on commitments, and drive your own progression toward Analyst.\nProfessional Development pursue additional education and certifications to support your growth path.\nWhat We Are Looking For:\nRequired:\nEducation Bachelor’s degree (completed or in progress) in Accounting, Finance, Business Administration, or a related field.\nExcel & PowerPoint strong working knowledge organized spreadsheets, simple models, clean slide decks.\nComfort With AI Tools comfortable learning and using AIpowered tools as part of everyday work we lean on them heavily and expect people to pick up new ones quickly.\nAttention to Detail exceptional attention to detail and a real commitment to accuracy.\nWritten Communication clear, precise summaries and analysis.\nCuriosity genuine curiosity and a willingness to dig into unfamiliar subject matter quickly.\nProfessionalism professional demeanor and discretion with sensitive client and financial information.\nTeam Orientation reliable, proactive, and easy to work with follows through and asks good questions.\nPreferred:\nCoursework coursework or selfstudy in federal income tax, corporate taxation, or estate and gift tax.\nPrior Experience an internship or work experience in accounting, finance, banking, law, or professional services.\nTechnical Foundation a solid foundation in tax and financial concepts.\nCredential Track CPA exam eligibility upon graduation, or intent to pursue CPA, CFA, or JD.\nAbout Addicus LLC\nAt Addicus, we redefine what it means to be a strategic advisory firm. Built to serve entrepreneurial families and business owners through a powerful mix of private wealth management, private equity, and tax consulting expertise for those who demand more than conventional financial advice. Our team of advisors and strategists brings together deep technical expertise with bold creativity and relentless curiosity. We don’t just manage wealth—we help our clients build enduring legacies, navigate complex transitions, and seize opportunities others might miss. At Addicus, wealth creates—and we ensure it creates with purpose.","datePosted":"2026-09-17T07:37:51.474Z","dateModified":"2026-09-17T07:37:51.474Z","hiringOrganization":{"@type":"Organization","name":"Addicus","sameAs":"https://jobsearcher.com"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Oxford","addressRegion":"MS","addressCountry":"US"}},"identifier":{"@type":"PropertyValue","name":"JobSearcher","value":"4f5381389128fdc41cb66ea6"},"url":"https://jobsearcher.com/jobs/4f5381389128fdc41cb66ea6"}}