Senior Staff Accountant

About

We are currently working with a family office looking to bring on a Senior Staff Accountant & a Staff Accountant to their team in Baltimore Maryland. This role would be located in Baltimore with the option for a fully remote set up.

Responsibilities

Day-to-Day:

• Develop a deep understanding of the clients' financial picture, which often includes trusts and other related entities
• Monitor cash flow activity, payroll, tax payments, and insurance policies
• Maintain organized and accurate supporting documentation of all transactions within a defined filing system
• Comprehensive bill pay and investment tracking
• Assisting with special accounting and financial statement projects as necessary

Reporting:

• Create and maintain personal financial statements in QuickBooks
• Perform financial statement consolidations
• Various one-off projects

Tax and Trust Estate Planning:

• Assemble and organize information for tax preparation
• Ensuring all executed documents are retained and filed in an organized manner

Qualifications

• 1-2+ years of Accounting or Financial Experience (must be within a family office)
• Bachelor's degree required in Finance or Accounting