Tbg | The Bachrach Group
Provides recruitment services in various sectors, specializing in executive search and staffing solutions.
Senior Staff Accountant
Prepare client financial reports, support tax/trust planning, and implement metrics reporting.
Job Highlights
About the Role
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. • Prepare and review client financial reports, ensuring accuracy and timeliness • Collaborate with internal team members and external clients to deliver exceptional service • Ensure compliance with company policies and accounting standards • Assist with implementation of financial and operational metrics reporting • Support Tax and Trust & Estate planning activities • Manage multiple client projects and deadlines simultaneously
Key Responsibilities
- ▸financial reporting
- ▸metrics reporting
- ▸tax planning
- ▸trust estate
- ▸compliance
- ▸project management
What You Bring
• Strong experience with QuickBooks and Microsoft Excel • Ability to work effectively in a team and independently • High attention to detail and dedication to client service • Strong project management skills with the ability to multitask under tight deadlines • Excellent written, verbal, and mathematical skills • Minimum 2 years in an accounting or finance role
Requirements
- ▸quickbooks
- ▸excel
- ▸project management
- ▸detail-oriented
- ▸teamwork
- ▸2+ years
Work Environment
Office Full-Time