Staff / Senior Accountant

This opportunity is being exclusively represented by The Forum Group on behalf of a long-standing client. Our client is a highly regarded firm that provides accounting and financial services to high-net-worth individuals, families, and family offices.

Forum Group has partnered with this organization for over 5 years, completing 11 successful placements across their Connecticut and Maryland offices. The organization places a strong emphasis on hiring individuals who are not only technically capable but who demonstrate long-term potential, culture fit, and a willingness to learn and grow. They are seeking individuals who are:

• Eager to learn and develop new skills
• Excited to take on challenges and grow within a role
• Intellectual curiosity
• Team-oriented with a positive mindset

Industry experience is not required for this role. The firm is open to training the right candidate from the ground up, making this an excellent opportunity for someone looking to transition into a more client-focused, service-oriented accounting environment.

About the Role

Due to continued growth, our client is seeking a Staff / Senior Accountant to support the day-to-day accounting and financial operations for a portfolio of clients. This role is focused on core operational accounting, including accounts payable, accounts receivable, general ledger maintenance, and month-end close activities. The position will also have direct client interaction, requiring strong communication skills and a service-oriented mindset. This is an excellent opportunity for someone who enjoys a mix of hands-on accounting work and client engagement within a dynamic, high-touch environment.

Responsibilities

Operational & General Accounting

• Prepare and post journal entries and maintain accurate general ledger records
• Perform bank and account reconciliations across multiple entities
• Support month-end and year-end close processes, including accruals and variance analysis
• Ensure proper coding of transactions and adherence to accounting policies
• Assist in maintaining organized and audit-ready financial records

Client Service & Relationship Management

• Serve as a point of contact for clients, responding to inquiries and providing updates
• Communicate financial information in a clear, concise, and client-friendly manner
• Support onboarding of new clients, including gathering and organizing financial data

Reporting & Analysis

• Assist in the preparation of monthly and quarterly financial reporting packages
• Develop and maintain supporting schedules and workpapers
• Identify discrepancies, investigate variances, and propose solutions
• Contribute to ad hoc reporting and special projects

Process Improvement & Projects

• Identify opportunities to improve efficiency and automate processes
• Assist with system enhancements and workflow optimization

Qualifications

• Bachelor’s degree in Accounting, Finance, or related field
• 1–4+ years of experience in accounting
• Understanding of core accounting principles (debits/credits, GL, close process)