Staff Accountant

TBG | The Bachrach Group; Cockeysville (MD); On-site; USD 60,000 - 80,000; Full time

Job summary

A financial services firm in Maryland is seeking an individual to support high-net-worth clients with day-to-day accounting and financial reporting. You will manage personal and entity financial statements, ensure accuracy in documentation, and assist with trust and estate planning. Candidates should have 1-2 years of relevant experience, strong Excel skills, and a Bachelor's degree in Accounting or Finance. This role requires detail-oriented individuals who can manage multiple priorities.

Qualifications

• 1-2 years of experience in family office, private wealth management, or similar environments supporting high-net-worth clients.
• Exposure to trust and estate planning or estate tax-related work.
• Strong Excel skills, including pivot tables and lookup formulas (VLOOKUP, XLOOKUP, etc.).

Responsibilities

• Support family office and private wealth clients with ongoing accounting and financial reporting.
• Maintain and update personal and entity financial statements.
• Track cash flow, bill pay, payroll activity, tax payments, and investment activity.

Skills

Experience in family office or private wealth management

Strong Excel skills

Detail-oriented

Organized

Comfortable managing multiple priorities

Education

Bachelor's degree in Accounting or Finance

Tools

Excel

Job description

This role supports high-net-worth individuals and families with day-to-day accounting and financial reporting, working closely with trust, estate, and tax-related matters. The focus is on accuracy, organization, and hands-on involvement with complex personal and entity-level finances.

Responsibilities

• Support family office and private wealth clients with ongoing accounting and financial reporting
• Maintain and update personal and entity financial statements, including consolidations
• Track cash flow, bill pay, payroll activity, tax payments, and investment activity
• Assist with trust, estate, and tax planning support by organizing documentation and preparing information for tax filings
• Build and maintain customized Excel reports, including cash flow projections and ad hoc analyses
• Ensure financial records and supporting documentation are accurate, complete, and well organized

Qualifications

• 1-2 years of experience in family office, private wealth management, or similar environments supporting high-net-worth clients
• Exposure to trust and estate planning or estate tax-related work
• Strong Excel skills, including pivot tables and lookup formulas (VLOOKUP, XLOOKUP, etc.)
• Bachelor’s degree in Accounting or Finance
• Detail-oriented, organized, and comfortable managing multiple priorities