Accounting Director jobs in Maryland

One of the most reputable investment firms in the Maryland/DC area is hiring for a Director of Accounting to oversee it's Family Office division. See details below.

Location: Baltimore

In-office: Monday-Friday, with added flexibility

Certifications: Active CPA required

Compensation: $140-170k base bonus equity

Oversee daily office operations of the Family Office Client Accounting team:

• Work with existing manager to manage a 10-person Client Accounting team
• Process execution
• Lead onboarding of new family office clients with members of team
• Participate in family office client relationships as member of the team
• Respond to family and business requests and inquiries
• Oversee banking relationships
• Manage and approve fund flows for client bank accounts
• Review and develop regular reporting tools for the clients to understand liquidity, asset allocation and cash flow
• Responsible for oversight of all financial activity including, reconciling accounts, forecasting cash, and preparing financial statements
• Work closely with tax advisors for document requests, timely payment of tax liability by jurisdiction; Interacting with trustees and counsel to facilitate distribution determinations and information flow
• Develop and implement new procedures and processes to enhance workflow
• Lend support with various ad-hoc requests (e.g. presentations, tax reports, special projects)

Desired Qualifications

• Public accounting and/or professional services background
• Demonstrated experience managing the accounting or tax for $1BN family office with a mix of liquid and illiquid assets and a complex structure to support multi-generational wealth transfer in a tax efficient manner
• Partnership accounting or tax experience with single family office, CPA firm or investment management firm
• Bachelor’s Degree in Accounting, Finance or Corporate Finance (Masters – Post Graduate degrees – strongly preferred)
• Must hold a CPA Designation
• Minimum of 15 years of relevant work experience, including the majority in a client service environment
• Proficiency in Quickbooks, Microsoft Excel, Salesforce