Senior Accountant

HB Wealth (“HB”) is a national, independent, fee-only wealth management firm headquartered in Atlanta, GA, with additional offices in Palm Beach Gardens and Tampa, FL; Alpharetta, Augusta, and Sandy Springs, GA; Towson and Columbia, MD; Charlotte, NC; Columbia and Greenville, SC; and Nashville, TN. Founded in 1989, HB provides wealth advisory services, investment management, and family office services to primarily high-net-worth individuals, families, and institutions. With over $32 billion in assets under management as of June 30, 2026, our team collaborates across all locations to deliver The Fiduciary Standard, Elevated®—bringing unwavering financial peace of mind to the clients we are privileged to serve. At HB Wealth, we foster a healthy, collaborative work environment where every team member is respected and valued. We look for talented individuals who are passionate about learning, growing, sharing ideas, and making a meaningful impact for our clients. Position Summary HB Wealth is seeking a detail-oriented Senior Accountant to join our Finance & Accounting team. This role supports key accounting operations, month-end close, revenue reconciliation, accounts payable, and process improvement initiatives. Location: This position is open to candidates located in Towson, MD, Tampa, FL, or Charlotte, NC. What You'll Do Manage accounts payable, vendor onboarding, and corporate spend processes Review and reconcile corporate card transactions Prepare journal entries and support month-end close Perform bank, investment, and balance sheet reconciliations Maintain prepaid, fixed asset, depreciation, and accrual schedules Record revenue and reconcile advisory fees Monitor accounts receivable and resolve billing variances Support audits, reporting, and accounting process improvements What We're Looking For Bachelor's degree in Accounting, Finance, or related field CPA or active pursuit of CPA required 3-5 years of accounting experience Strong understanding of GAAP, reconciliations, and month-end close Advanced Excel skills Experience with ERP/accounting systems (NetSuite preferred) Experience with AP/spend management platforms such as Ramp, Bill.com, or Coupa preferred Passion for accuracy, process improvement, and leveraging AI-enabled tools Why HB Wealth? Competitive PTO and paid holidays 401(k) match Medical, dental, vision, disability, and telemedicine benefits starting Day 1 Paid parental leave Equity Participation Plan Cell phone stipend Hybrid work schedule (up to 40% remote) Collaborative and welcoming culture with regular team events #J-18808-Ljbffr HB Wealth