_{14th July, 2025}

Accounting Associate
Bethesda, MD (hybrid)
$70K - $85K + Bonus
  
We’re excited to support a high-growth, PE-backed wealth management firm in their search for an Accounting Associate to join their expanding back-office team. With over 7,000 client families across the East Coast, this organization is rapidly scaling and brings a dynamic culture of collaboration, innovation, and client-focused service.
  
You’ll join a tight-knit finance team led by a highly regarded COO and newly hired Director of Accounting, playing a key role in internal accounting operations.
  
What You’ll Be Doing:

• Assisting with commission calculations and payroll processing for a large base of 1099 advisors
• Managing spreadsheets and reconciliation processes
• Supporting QuickBooks entries and internal accounting records (experience preferred, not required)
• Learning the ropes of payroll, compliance, and accounting within a highly regulated industry
• Contributing to the build-out of in-house financial systems as the team scales

  
What We’re Looking For:

• A Bachelor’s in Accounting or Finance (or equivalent experience)
• Entry-level to 2 years of accounting or bookkeeping experience
• QuickBooks experience is a plus
• Detail-oriented, organized, and curious — you don’t need to be a payroll expert, but you’re eager to learn
• A team player who thrives in a growing, fast-paced environment
• Willingness to work onsite during ramp-up phase (then hybrid model: 3 in-office days/week)

  
Why This Role?

• Get in early at a fast-growing firm backed by strong leadership
• Work in a modern, metro-accessible office with a highly collaborative culture
• Be part of a firm that values innovation, with long-term room to grow your career
• Direct exposure to the financial operations of a high-performing wealth management organization

  
Apply confidentially to learn more. This is a rare opportunity to break into a thriving industry and gain mentorship from leaders with impressive credentials.

Apply For Job