Lead Accountant
Bethesda, MD
Category: Finance and Accounting
Reference ID: 10061400
Shortcut: http://addisongroup.gosnaphop.com/JDLfSr
Job Title: Lead Accountant – Family Office
Location: Bethesda, MD
Schedule: In-office 5 days per week
Industry: Accounting / Financial Services
Pay: $100000 – $110000 / Year
Type: Direct Hire
Benefits: This position is eligible for medical, dental, vision, and 401(k).
About Our Client:
Our client is a privately held organization that manages the financial affairs of high-net-worth individuals and related entities. They are seeking a skilled Lead Accountant to join their in-office team and support day-to-day financial operations and reporting activities.
Job Description:
The Lead Accountant will oversee financial reporting, bookkeeping, and income tax preparation for a group of family-owned entities. This individual will play an integral role in maintaining accurate financial records, assisting with tax compliance, and supporting the management team with financial insights.
Key Responsibilities:
- Maintain financial records for multiple entities, including trusts and investments.
- Prepare and reconcile monthly, quarterly, and annual statements.
- Track investment performance and ensure proper documentation.
- Coordinate with internal leadership and external advisors on compliance matters.
- Assist in preparing individual and trust tax filings.
- Provide regular financial reporting and assist with audit preparation.
- Ensure accuracy and integrity in all financial transactions and documentation.
Qualifications:
- Bachelor’s degree in Accounting, Finance, or a related field required.
- 3–6 years of accounting experience within a family office, corporate, or private company environment.
- Strong understanding of income tax compliance for individuals, trusts, and estates.
- Proficiency with accounting systems (Sage Intacct, QuickBooks, or similar) and advanced Excel skills.
- Excellent organizational, analytical, and communication skills.
- CPA designation preferred but not required.
Additional Details:
- Work Schedule: Full-time, onsite (Monday–Friday).
- Interview Process: Virtual and in-person interviews; standard background screening (THC permitted).
- Start Date: Before the end of December.
Perks:
- Free on-site parking.
- Opportunity to work closely with executive leadership and external advisors.
- Stable, family-oriented work environment with direct impact on decision-making.
Benefits:
- Competitive salary.
- Comprehensive health, dental, and vision coverage.
- Paid time off and holidays.
- 401(k) plan with company match.
Addison Group is an Equal Opportunity Employer. Addison Group provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state and local laws. Addison Group complies with applicable state and local laws governing non-discrimination in employment in every location in which the company has facilities. Reasonable accommodation is available for qualified individuals with disabilities, upon request.
IND 002-004
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