Accounting Manager
Growth Track to Director of Accounting
Location: Bethesda, MD (Hybrid – 4 Days Onsite)
About the Opportunity
Our client, a rapidly growing financial services and wealth advisory organization, is seeking an Accounting Manager to join its expanding finance team in the Bethesda market.
This is a unique opportunity to join an entrepreneurial, high-growth environment at a pivotal stage of expansion as the company continues building and scaling its internal accounting infrastructure. Reporting directly to senior finance leadership, this individual will play a key role in owning day-to-day accounting operations, improving processes, and helping build a best-in-class finance function.
The organization offers the stability of an established platform combined with the energy and visibility of a growth-stage environment—making this an ideal opportunity for someone looking to accelerate their career toward senior accounting leadership.
Position Overview
The Accounting Manager will oversee core accounting operations and lead the monthly close process while partnering closely with leadership on process improvement and operational initiatives.
This role is ideal for a hands-on accounting professional who enjoys working in a dynamic environment where they can both execute and influence. The position offers significant exposure to leadership, operational visibility across the business, and a clear path for growth into a future senior leadership role.
Key Responsibilities
Accounting & Close Management
- Lead monthly, quarterly, and year-end close processes
- Oversee full-cycle accounting activities including:
- General ledger
- Journal entries
- Account reconciliations
- AP/AR
- Billing and payroll support
- Ensure accuracy and integrity of financial reporting and balance sheet reconciliations
- Maintain and enhance close processes, timelines, and reporting workflows
Financial Reporting & Compliance
- Assist with preparation of financial statements and supporting schedules
- Support annual audit and tax processes alongside external partners
- Assist with regulatory and tax-related reporting requirements
Process Improvement & Infrastructure
- Identify opportunities to improve accounting workflows and operational efficiency
- Help strengthen internal controls and accounting procedures
- Support implementation of scalable processes as the organization continues to grow
- Partner on future systems and reporting enhancements
Leadership & Business Partnership
- Collaborate cross-functionally with operational and leadership teams
- Provide mentorship and guidance to junior accounting staff
- Support ad hoc reporting, analysis, and strategic finance initiatives
- Work closely with senior leadership on departmental priorities and growth initiatives
Qualifications
- Bachelor’s degree in Accounting or related field
- 5–8+ years of progressive accounting experience
- Strong understanding of accrual-based accounting and monthly close processes
- Hands-on experience with general ledger accounting, reconciliations, and financial reporting
- Experience working within a small to mid-sized or high-growth environment preferred
- Prior leadership or mentorship experience is a plus
Preferred Background
- Experience within financial services, wealth management, or professional services environments
- Exposure to audit support and tax coordination processes
- Experience with QuickBooks Online or similar accounting platforms preferred
What We’re Looking For
- A hands-on, detail-oriented accounting professional who enjoys ownership and accountability
- Someone who thrives in an evolving, fast-paced environment
- A proactive problem-solver with strong organizational and communication skills
- An individual who can balance day-to-day execution with process improvement initiatives
- A collaborative team player who works well across departments and leadership levels
Why Join
- High-visibility role with direct interaction with executive leadership
- Opportunity to help shape and scale an internal accounting function
- Clear career progression toward Senior Accounting Manager / Director-level responsibilities
- Entrepreneurial, growth-oriented culture with strong leadership exposure
- Competitive compensation package including bonus potential and comprehensive benefits