TBG | The Bachrach Group · 1 week ago
Senior Staff Accountant
TBG | The Bachrach Group is seeking a Senior Staff Accountant to join a team that supports ultra-high-net-worth individuals through day-to-day family office accounting and financial reporting. The role involves providing accounting support, maintaining financial statements, and assisting with tax and estate planning documentation.
Responsibilities
Provide family office accounting support for ultra-high-net-worth clients
Maintain personal financial statements in QuickBooks
Perform financial statement consolidations
Track cash flow, bill pay, payroll, tax payments, and insurance activity
Maintain organized accounting records and supporting documentation
Prepare customized financial reports, including cash flow projections
Assemble and organize documentation for tax preparation
Support trust and estate planning recordkeeping
Assist with special accounting projects and ad hoc internal accounting tasks
Qualification
Required
Bachelor's degree in Accounting or Finance
3+ years of experience in accounting or finance
Hands-on experience with QuickBooks
Strong Excel skills
Experience preparing financial statements and reports
Ability to manage multiple clients and deadlines
Strong attention to detail and documentation standards
Client-facing experience in a professional services environment
Company
TBG | The Bachrach Group
For over 50 years, TBG has stood as a leader in the staffing and recruiting industry.
Funding
Current Stage
Growth StageRecent News
Company data provided by crunchbase