Family Office Manager/ Senior Accountant
A financial services firm in Baltimore, Maryland is expanding its Family Office team and hiring for multiple accounting roles, including Staff Accountant, Senior Accountant, and Manager levels.
This is an exciting opportunity to join a collaborative, high-performing team that supports ultra-high-net-worth individuals and families with complex financial needs. The firm offers competitive compensation, meaningful client work, and a strong culture of excellence and integrity.
- The firm provides comprehensive financial and lifestyle management services to clients with sophisticated investment portfolios, trusts, and estate planning needs. Services include accounting, bill pay, investment tracking, tax coordination, and concierge-level support. Known for its discretion and precision, the team delivers white-glove service in a fast-paced, client-focused environment.
Key Responsibilities (vary by level):
- Prepare and review financial statements for individuals, trusts, and entities
- Monitor cash flow, payroll, insurance, and investment activity
- Manage bill payments, reimbursements, and capital calls
- Support tax preparation and estate planning documentation
- Collaborate with external advisors and internal teams
- Mentor junior team members and review deliverables (Manager level)
- Contribute to special projects and process improvements
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