Demo

Accounting Associate

Legacy Search Advisors
Bethesda, MD Full Time
POSTED ON 8/5/2025 CLOSED ON 9/5/2025

What are the responsibilities and job description for the Accounting Associate position at Legacy Search Advisors?

Accounting Associate

Bethesda, MD (hybrid)

$60K - $70K 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.

Salary : $60,000 - $70,000

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