Job description

Client Accounting Associate

Brown Advisory is looking for a detailed oriented individual experienced with individual taxes. The Client Accountant will be responsible for working with Relationship Managers and Client Service Associates regarding the accounting needs and complexities of high net worth clients.

The primary duties and responsibilities include but are not limited to:

• The Client Accountant will be responsible for working with Relationship Managers and Client Service Associates regarding the accounting needs and complexities of high net worth clients. Interact with Family Office Controller and other members of the Finance, Accounting & Administration team. Will be the second line of communication with Relationship Managers.

• Write checks for all expenses: bills, payroll, investments, and gifts. Maintain sufficient balance in accounts at all times to cover checks written and other miscellaneous withdrawals. Check bills for accuracy and contact vendors if necessary.
• Oversee the reconciliation of checking accounts by the Finance and Accounting Administrator.
• Record account receivables and record deposits in various bank accounts.
• Maintain general ledger accounts and prepare monthly financial statements and special reports based on client needs.
• Assist members of the FAA team and serve as backup
• Research and complete special projects as they arise – be able to think creatively and strategically.
• Develop and carry out solutions on the client’s behalf when problems/projects arise
• Maintain complete records and prepare checks for client’s foundations, trusts, partnerships, and LLC’s.
• Reconcile accounts on a monthly basis. Work with Client Services Associate when necessary.
• Prepare checks for charitable contributions for individuals and foundations as directed.
• Organize income tax return information for individuals, trusts, partnerships and foundations. Prepare detailed year-end tax information for third party accountants. Contact Investment Advisors as necessary.
• Understand and document taxable events
• Work with CPAs to answer questions and serve as point of contact between CPAs and clients.
• Assist with timely filing of all tax returns and tax payments on the client’s behalf.
• Maintain strict confidentiality regarding client’s financial information at all times.

• Participate in meetings with clients as requested by Relationship Managers.
• Assist Front Desk when needed.

For the employees of clients:

• Prepare payroll. Calculate and prepare deposits for payroll taxes. Prepare quarterly tax reports.

Prepare annual W-2s, W-3s and VA-6s.

• Maintain employee payroll files, answer questions regarding employment issues, verification of employment etc.
• Research health insurance options as needed.

Desired Qualifications:

• 5+ years Bookkeeping Experience (Accounting knowledge)
• Quick Books Enterprise
• Microsoft Excel
• Accuracy and Attention to Detail
• Multi-tasking / Prioritizing Tasks
• Experience in individual tax

Benefits

At Brown Advisory we offer a competitive compensation package, including full benefits.

• Medical
• Dental
• Vision
• Wellness program participation incentive
• Financial wellness program
• Gym membership discounts
• Fitness event fee reimbursement
• Corporate gym membership discounts
• Colleague Assistance Program
• Telemedicine Program (for those enrolled in Medical)
• Adoption Benefits
• Daycare late pick-up fee reimbursement
• Basic Life & Accidental Death & Dismemberment Insurance
• Voluntary Life & Accidental Death & Dismemberment Insurance
• Short Term Disability
• Paid Parental leave
• Group Long Term Disability
• Pet Insurance
• 401(k) (50% employer match up to IRS limit, 4 year vesting)

Brown Advisory is an Equal Employment Opportunity Employer.

Job Types: Full-time, Contract, Temporary

Pay: $32.00 - $34.00 per hour

Benefits:

• 401(k) matching
• Dental insurance
• Disability insurance
• Health insurance
• Life insurance
• Vision insurance

Physical setting:

• Office

Schedule:

• Monday to Friday

Ability to commute/relocate:

• Norfolk, VA: Reliably commute or planning to relocate before starting work (Preferred)

Experience:

• Bookkeeping: 5 years (Preferred)

Work Location: One location

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