Addison Group
Lead Accountant – Family Office
Location:
Bethesda, MD
Pay:
$100,000 – $110,000 annually
Type:
Direct Hire
About Our Client Our client is a privately held organization that manages the financial affairs of high‑net‑worth individuals and related entities.
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.
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.
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.
Comprehensive health, dental, and vision coverage.
Paid time off and holidays.
401(k) plan with company match.
Seniority Level Mid‑Senior level
Employment Type Full‑time
Job Function Accounting/Auditing
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Bethesda, MD
Pay:
$100,000 – $110,000 annually
Type:
Direct Hire
About Our Client Our client is a privately held organization that manages the financial affairs of high‑net‑worth individuals and related entities.
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.
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.
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.
Comprehensive health, dental, and vision coverage.
Paid time off and holidays.
401(k) plan with company match.
Seniority Level Mid‑Senior level
Employment Type Full‑time
Job Function Accounting/Auditing
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