Senior Staff Accountant

TBG | The Bachrach Group; Baltimore (MD); On-site; USD 70,000 - 90,000; Full time

Job summary

A leading financial services firm is seeking a detail-oriented Senior Staff Accountant to join their Family Office Services team in Baltimore. This role involves preparing and reviewing client financial reports, supporting Tax and Trust & Estate planning, and managing multiple projects under tight deadlines. The ideal candidate will have at least 2 years of accounting experience, strong proficiency in QuickBooks and Microsoft Excel, and excellent communication skills. This position offers the opportunity to thrive in a fast-paced, client-focused environment.

Qualifications

• Minimum 2 years in an accounting or finance role.
• Strong experience with QuickBooks and Microsoft Excel.
• Ability to work effectively in a team and independently.

Responsibilities

• Prepare and review client financial reports, ensuring accuracy and timeliness.
• Support Tax and Trust & Estate planning activities.
• Assist with implementation of financial and operational metrics reporting.
• Collaborate with internal team members and external clients to deliver exceptional service.
• Manage multiple client projects and deadlines simultaneously.
• Ensure compliance with company policies and accounting standards.

Skills

QuickBooks

Microsoft Excel

Written communication

Verbal communication

Mathematical skills

Project management

Job description

We are seeking a detail-oriented Senior Staff Accountant to join our Family Office Services team in Baltimore. This role is ideal for a professional with accounting experience who thrives in a fast-paced, client-focused environment. You’ll provide day-to-day financial reporting, support Tax and Trust & Estate planning, and help link financial management with operational functions through metrics reporting.

Key Responsibilities:

• Prepare and review client financial reports, ensuring accuracy and timeliness
• Support Tax and Trust & Estate planning activities
• Assist with implementation of financial and operational metrics reporting
• Collaborate with internal team members and external clients to deliver exceptional service
• Manage multiple client projects and deadlines simultaneously
• Ensure compliance with company policies and accounting standards

Skills & Abilities:

• Strong experience with QuickBooks and Microsoft Excel
• Excellent written, verbal, and mathematical skills
• Ability to work effectively in a team and independently
• Strong project management skills with the ability to multitask under tight deadlines
• High attention to detail and dedication to client service

Experience:

• Minimum 2 years in an accounting or finance role