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Staff Accountant
Job in
Cockeysville, Baltimore City, Maryland, 21030, USA
Listed on 2026-02-01
Listing for:
TBG | The Bachrach Group
Full Time
position Listed on 2026-02-01
Job specializations:
-
Finance & Banking
Financial Reporting, Financial Analyst -
Accounting
Financial Reporting, Financial Analyst
Job Description & How to Apply Below
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
- 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
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