Staff Accountant
TBG | The Bachrach Group
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 Qualifications 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 #J-18808-Ljbffr
Vacancy posted 3 days ago
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