Senior Accountant, Family Office, Baltimore

Andsimple; Baltimore, Northern (MD, KY); Hybrid; USD 70,000 - 95,000; Full time

Job summary

Andsimple is seeking a Senior Staff Accountant in Baltimore for a QuickBooks-based, consolidation-heavy role serving high-net-worth families and related entities. You will manage cash flow, payroll, tax payments, and financial reporting within a collaborative team and support tax planning and wealth management initiatives.

The role emphasizes accuracy, attention to detail, and the ability to handle trusts, partnerships, and LLCs across multiple entities.

Qualifications

• Bachelor's degree in Accounting, Finance, or related field.
• 2+ years accounting or finance experience.
• Proficiency in QuickBooks and Microsoft Excel.
• Strong analytical and organizational abilities.
• Excellent written and verbal communication.
• Ability to manage multiple priorities.
• Self-starter who collaborates effectively.

Responsibilities

• Understand complex client financial structures including trusts, partnerships, and LLCs.
• Manage cash flow, payroll, tax payments, and insurance matters.
• Maintain accurate accounting records and documentation.
• Handle accounts payable and investment activity tracking.
• Prepare personal and entity financial statements using QuickBooks.
• Perform consolidations across multiple entities.
• Create customized reports and financial analyses.
• Gather documentation for tax preparation and compliance.
• Support tax planning and wealth management initiatives.
• Contribute to process improvements and a collaborative culture.

Skills

Analytical skills

Organizational skills

Communication skills

Multi-priority management

Attention to detail

Self-starter

Collaboration

Education

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

Tools

QuickBooks

Microsoft Excel

Job description

A Baltimore multi-family office is hiring a Senior Staff Accountant to support accounting, financial reporting, cash management and tax/estate coordination for high-net-worth families and their related entities (trusts, partnerships, LLCs). A QuickBooks-based, consolidation-heavy role suited to a detail-oriented self-starter who works well in a collaborative team. Listed as a remote position.

About the job

A multi-family office in Baltimore seeks a Senior Staff Accountant to join its team. The role involves working with high-net-worth families and related entities, supporting accounting, financial reporting, cash management, and tax/estate planning.

Key Responsibilities

• Understand complex client financial structures including trusts, partnerships, and LLCs
• Manage cash flow, payroll, tax payments, and insurance matters
• Maintain accurate accounting records and documentation
• Handle accounts payable and investment activity tracking
• Prepare personal and entity financial statements using QuickBooks
• Perform consolidations across multiple entities
• Create customized reports and financial analyses
• Gather documentation for tax preparation and compliance
• Support tax planning and wealth management initiatives
• Contribute to process improvements and a collaborative culture

Required Qualifications

• Bachelor's degree in Accounting, Finance, or related field
• 2+ years accounting or finance experience
• QuickBooks and Microsoft Excel proficiency
• Strong analytical and organizational abilities
• Excellent written and verbal communication
• Ability to manage multiple priorities
• Strong attention to detail
• Self-starter who collaborates effectively