Senior Staff Accountant - Family Office | Washington D.C., DC, USA | Remote
Hi all I am currently partnered with a Family Office looking to bring on a Senior Staff Accountant to their growing team in Baltimore, Maryland. This position has a remote or in office option. If you have 1 - 6 years of Accounting or Financial experience please apply!
Senior Staff Accountant Responsibilities:
Day to Day:
ā¢ Develop a deep understanding of the clients' financial picture, which often includes trusts and other related entities
ā¢ Monitor cash flow activity, payroll, tax payments, and insurance policies
ā¢ Maintain organized and accurate supporting documentation of all transactions within a defined filing system
ā¢ Comprehensive bill pay and investment tracking
ā¢ Assisting with special accounting and financial statement projects as necessary
Reporting:
ā¢ Create and maintain personal financial statements in QuickBooks
ā¢ Perform Financial Statement Consolidations
ā¢ Various one-off projects for clients such as cash flow projections or other customized reports
Tax, Trust & Estate Planning:
ā¢ Assemble and organize information for tax preparation
ā¢ Ensuring all executed documents are retained and filed in an organized manner
Senior Staff Accountant Qualifications:
Bachelor's degree required in Finance or Accounting
1-2+ Years of Accounting or Financial Experience
Must have experience at a family office
Apply tot his job
Apply To this Job
Senior Staff Accountant Responsibilities:
Day to Day:
ā¢ Develop a deep understanding of the clients' financial picture, which often includes trusts and other related entities
ā¢ Monitor cash flow activity, payroll, tax payments, and insurance policies
ā¢ Maintain organized and accurate supporting documentation of all transactions within a defined filing system
ā¢ Comprehensive bill pay and investment tracking
ā¢ Assisting with special accounting and financial statement projects as necessary
Reporting:
ā¢ Create and maintain personal financial statements in QuickBooks
ā¢ Perform Financial Statement Consolidations
ā¢ Various one-off projects for clients such as cash flow projections or other customized reports
Tax, Trust & Estate Planning:
ā¢ Assemble and organize information for tax preparation
ā¢ Ensuring all executed documents are retained and filed in an organized manner
Senior Staff Accountant Qualifications:
Bachelor's degree required in Finance or Accounting
1-2+ Years of Accounting or Financial Experience
Must have experience at a family office
Apply tot his job
Apply To this Job