Senior Accountant

Bethesda, Maryland, United States | Full-time | Partially remote

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Seeking the extraordinary<sup>TM</sup>! We invite you to explore career opportunities at The Colony Group, where we seek the extraordinary in all that we do.
 

With roots going back to 1986, The Colony Group is driven by one overarching vision: to be the leading financial advisory company in the word for clients and team members who seek meaning and joy in their lives. In our highly collaborative culture, a focus on purpose, connection, lifelong learning, diversity and inclusion, sustainability, and leadership development is core to our collective success. We strive to attract, develop, and engage the best talent in the industry to provide top investment, wealth and business management, tax, and other financial advisory services to high-net-worth and ultra-high-net-worth private and institutional clients. Across our hybrid working environment, we put our people first and focus on developing exciting career paths, prioritizing the physical and mental wellness of our people and offering a culture where the needs of our employees and clients come first. We are united by our commitment to teamwork, collaboration, doing meaningful work, and having fun together, as well as fostering an environment where each person can thrive as part of a broader community.

Join The Colony Group in making your everyday extraordinary!

The Colony Group seeks a motivated and qualified individual for the position of Senior Accountant to join our Financial Management team in the Bethesda, MD office. The individual selected will perform a variety of financial duties for clients, as well as the firm. We seek responsible individuals who are interested and have experience in the field of accounting, willing to be participants in a team atmosphere, take on a wide-range of tasks, and be accountable for their efforts.

Primary responsibilities for this position include:

  • Manage day to day multiple client activities including processing accounts receivable, accounts payable and payroll;
  • Manage multiple client quarterly tax filings as well as other monthly, quarterly and annual processes;
  • Manage inter-company transactions for multi-entity clients;
  • Responsible for general ledger, journal entries;
  • Responsible for preparation of monthly financial statements;
  • Ad hoc projects as needed; and
  • Support and work with financial management team as needed.

The position requires:

  • Minimum 4-6 years of experience in accounting field including knowledge of general ledger, family office services, and financial management;
  • Bachelor’s degree in business or accounting preferred;
  • Solid organizational skills with great attention to detail and commitment to accuracy;
  • Self-directed, ability to handle new tasks with little direction;
  • Strong critical thinking and problem solving skills;
  • Ability to effectively work in a client focused team environment, building a spirit of cooperation, and sharing knowledge and skills with others in the group;
  • Proficient in Quickbooks and Excel a must;
  • Additional computer knowledge in Great Plains is a plus; and
  • Excellent verbal and written communication skills are required.