Senior Staff Accountant: Financial Reporting & Client Service

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

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.