Position Overview
Our client, a respected and growing multi-family office, is seeking a Senior Staff Accountant to join its team in Baltimore. This individual will work closely with high-net-worth families and related entities, supporting day-to-day accounting, financial reporting, cash management, and tax and estate planning initiatives. The role offers broad exposure to complex financial structures and the opportunity to serve as a trusted resource to clients and internal stakeholders.
Senior Accountant Key Responsibilities
- Develop a thorough understanding of client financial structures, including trusts, partnerships, LLCs, and other related entities.
- Oversee cash flow activity, payroll processing, tax payments, and insurance-related matters.
- Maintain accurate accounting records and supporting documentation within established filing systems.
- Manage accounts payable processes and track investment-related activity.
- Assist with special accounting projects and client-specific financial initiatives.
- Prepare and maintain personal and entity financial statements using QuickBooks.
- Perform consolidations across multiple entities and ownership structures.
- Create customized reports, cash flow analyses, forecasts, and other ad hoc financial reporting as requested.
- Gather, organize, and maintain documentation for tax preparation and compliance purposes.
- Ensure executed trust, estate, and financial documents are properly maintained and securely stored.
- Support tax planning and wealth management initiatives alongside internal and external advisors.
- Assist with various internal accounting, finance, HR, and operational projects as needed.
- Contribute to process improvements and support a collaborative, client-focused culture.
- Participate in special projects and other responsibilities as assigned.
Senior Accountant Qualifications
- Bachelor's degree in Accounting, Finance, or a related field required.
- 2+ years of accounting or finance experience.
- Experience working with multiple entities, investment accounts, or high-net-worth clients is a plus.
- Proficiency in QuickBooks and Microsoft Excel.
- Strong analytical, organizational, and problem-solving abilities.
- Excellent written and verbal communication skills.
- Ability to manage multiple priorities and deadlines in a fast-paced environment.
- Strong attention to detail and commitment to delivering exceptional client service.
- Self-starter who can work independently while also collaborating effectively within a team environment.
Please Stay Alert to Potential Scams
We would like to remind you that eFinancialCareers is a job board and does not conduct hiring or ask for payment or any financial details as part of the job application process.
If you receive any suspicious messages claiming to be from us or a hiring company, we urge you not to click on any links and not to reply to the message itself.
Instead, please report the message to our support team at support@efinancialcareers.com.
It is advisable to always verify job offers directly with the hiring company.
