Accountant Tn Jobs in Silver Spring, MD (NOW HIRING)

Description

HB Wealth ("HB") is a national, independent, fee-only wealth management firm headquartered in Atlanta, GA, with additional offices in Palm Beach Gardens and Tampa, FL; Alpharetta, Augusta, and Sandy Springs, GA; Towson and Columbia, MD; Charlotte, NC; Columbia and Greenville, SC; and Nashville, TN.

Founded in 1989, HB provides wealth advisory services, investment management, and family office services to primarily high-net-worth individuals, families, and institutions. With over $32 billion in assets under management as of June 30, 2026, our team collaborates across all locations to deliver The Fiduciary Standard, Elevated-bringing unwavering financial peace of mind to the clients we are privileged to serve.

At HB Wealth, we foster a healthy, collaborative work environment where every team member is respected and valued. We look for talented individuals who are passionate about learning, growing, sharing ideas, and making a meaningful impact for our clients.

Position Summary

HB Wealth is seeking a detail-oriented and highly organized Senior Accountant to join our Finance & Accounting team. This role owns day-to-day accounting operations including areas listed in detail below.

The ideal candidate is analytical and dependable, comfortable working at volume without losing accuracy, and interested in improving the processes they run.

Job Responsibilities

Accounts Payable & Corporate Spend (AI Assisted)

Review and process vendor invoices in Ramp

Review and code corporate card transactions; follow up on missing documentation and enforce policy

Manage vendor onboarding, W-9 collection, verification of payment details, and annual 1099 process

Month-End Close & Reconciliations

Support the monthly close; prepare and post journal entries

Prepare bank, investment, and clearing account reconciliations for Controller review; research and resolve discrepancies

Maintain prepaid expense, fixed asset, and depreciation schedules

Calculate and post accruals; maintain balance sheet reconciliations and supporting schedules

Revenue Collection & Accounts Receivable

Apply cash receipts and record advisory fee revenue to the general ledger

Reconcile fees collected by the custodian to amounts billed; research and clear variances

Maintain accounts receivable aging and follow up on unpaid, short-paid, and direct-billed client fees

Records, Process & Support

Maintain accurate and organized accounting records and supporting documentation

Support process improvement and automation initiatives

Assist with audit requests by gathering schedules and supporting documentation

Perform other accounting and finance-related duties and special projects as assigned

Requirements

Bachelor's degree in Accounting, Finance, or a related field from an accredited college or university

CPA or progress toward CPA certification required

3-5 years of relevant accounting experience with a strong understanding of fundamental accounting principles and GAAP

Advanced Excel skills and comfort working with financial data across multiple systems

Willingness to adopt AI assisted processes

High level of integrity, discretion, and professionalism

Experience with general ledger accounting, account reconciliations, and month-end close processes

Experience in public accounting (audit), wealth management, or a professional services environment preferred

Experience with NetSuite or a comparable ERP/accounting system preferred

Hands-on experience with Ramp, Bill.com, Coupa, or a comparable AP and spend management platform preferred

Benefits

Competitive PTO/Holiday policy

401k match

1st day eligible benefits offering; medical, dental, vision, telemed, disability, and more

Paid Maternity/Paternity leave

Fun and welcoming office environment with monthly and quarterly events

Ability to work remotely 40%

Cell phone stipend

Equity Participation Plan

Why HB is a great place to work 

Employees enjoy the collaborative, inclusive, team environment where they feel challenged and supported. The community involvement and philanthropy opportunities contribute to the culture of our company. The continuous learning opportunities, our client base, and the comprehensive benefit package round out the competitive compensation. 

HB is an Equal Employment Opportunity Employer. HB only invites professionals to join us who share our values of hard work, meritocracy, respect for others, diversity, and commitment to our communities. Key to our culture is our commitment to creating a diverse workplace and fostering an inclusive environment in which people can be free to be their authentic selves. We insist on equality. It is expected, it is empowering, it is unwavering. We celebrate one another for the unique gifts that you alone can bring. We value difference, creativity, and spirit. It is in our DNA, and we like it that way.