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Family Office Senior Staff Accountant

Hunt Valley, MD 21031

Posted: 11/11/2024 Job Titles: ACCT - Sr. Accountant Job Number: 5290 Pay Rate: 110,000

Job Description

The Staff Accountant will work on a team assigned to service clients to provide day-to-day reporting, and to support Tax and Trust & Estate planning. Implementation of financial and operational metrics reporting linking financial management with operating functions is included.

ESSENTIAL DUTIES & RESPONSIBILITIES
Provide Family Office services for the firm’s ultra-high net worth clients.

Day-to-Day
o Develop a deep understanding of the clients’ financial picture, which often includes trusts and other related entities
o Monitor cash flow activity, payroll, tax payments, and insurance policies
o Maintain organized and accurate supporting documentation of all transactions within a defined filing system
o Comprehensive bill pay and investment tracking
o Assisting with special accounting and financial statement projects as necessary
• Reporting
o Create and maintain personal financial statements in QuickBooks
o Perform financial statement consolidations
o Various one-off projects for clients such as cash flow projections or other customized reports
• Tax and Trust & Estate Planning
o Assemble and organize information for tax preparation
o Ensuring all executed documents are retained and filed in an organized manner
• Assist with ad hoc internal accounting, HR functions, and tax projects as needed

Education:
• Bachelor’s degree required in Finance or Accounting

Meet Your Recruiter

Dana Jarvis, CPA, PHR
Manager, Executive Search

Dana Jarvis brings a dynamic blend of technical acumen, a passion for people, and a strategic mindset to recruiting for Alliance’s Private Equity & Family Office Solutions Division. She is an invaluable resource for discerning clients looking to identify high-caliber and hard-to-find talent. Dana’s extensive portfolio includes family office, real estate, tax, and corporate accounting roles. She leverages her Big Four experience, CPA and PHR credentials, and over 20 years in Accounting & HR operations to perfectly pair clients with candidates who have the precise attributes needed to excel. Dana is a third-generation USC alumna and a former CalCPA Accounting Education Committee member. She has published several articles in CalCPA Magazine. 

An avid traveler, Dana is always eager to discover new cities and cultures. She also loves playing tennis and exploring the wilds of Southern California.

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About Hunt Valley, MD

Discover exciting job opportunities in the vibrant area surrounding Hunt Valley, Maryland! Nestled in the heart of Baltimore County, Hunt Valley offers a perfect blend of picturesque landscapes, thriving businesses, and a rich cultural heritage. With easy access to renowned landmarks like Oregon Ridge Park, the Hunt Valley Towne Centre, and the fascinating National Lacrosse Hall of Fame, this region is brimming with opportunities for career growth and work-life balance. From savoring authentic Maryland crab cakes to exploring local art galleries, theaters, and cheering for the Orioles at Camden Yards, this area promises an enchanting lifestyle. Dive into our job listings today and unlock your next career adventure in this charming and dynamic region!