Senior Accountant - Family Office

Selby Jennings; Baltimore (MD); On-site; USD 65,000 - 95,000; Full time

Job summary

Selby Jennings clients a Baltimore-based family office seeking a Senior Staff Accountant to support day-to-day accounting, financial reporting, cash management, and tax and estate planning initiatives for high-net-worth families. The role involves consolidations across entities, preparing statements in QuickBooks and Excel, and delivering customized reports and forecasts.

A Bachelor's in Accounting or Finance and 2+ years of experience are required, with on-site collaboration and growth

Qualifications

• Bachelor's degree in Accounting, Finance, or related field.
• 2+ years of accounting or finance experience.
• Experience with multiple entities, investment accounts, or high-net-worth clients is a plus.
• Proficiency in QuickBooks and Microsoft Excel.

Responsibilities

• Understand client financial structures, including trusts, partnerships, and LLCs.
• Oversee cash flow activity, payroll processing, and tax payments.
• Maintain accurate accounting records and documentation.
• Manage accounts payable and track investment activity.
• Prepare personal and entity financial statements in QuickBooks.
• Perform consolidations across entities and ownership structures.
• Create customized reports, cash flow analyses, and forecasts.
• Gather documents for tax preparation and compliance.
• Ensure trust and estate documents are securely stored.
• Support tax planning and wealth management initiatives.

Skills

Analytical skills

Organizational skills

Problem solving

Communication skills

Education

Bachelor's degree in Accounting, Finance, or related field

Tools

QuickBooks

Microsoft Excel

Job description

Senior Accountant - Family Office (PR/606683) Baltimore, Maryland

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.

• 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.
• 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.