2 other jobs found in McLean

JustinBradley Family Office Accounting Manager JustinBradley is conducting a search for a seasoned Family Office Accountant with deep expertise in delivering comprehensive financial oversight, tax strategy, and investment reporting tailored to the unique needs of high-net-worth families. The ideal candidate is someone with a proven track record of supporting multi-generational wealth through precise accounting, cash flow management, and asset tracking across diverse real estate holdings. Liaison for financial and accounting activities related to family trusts, partnerships, and private entities Owns general ledger integrity, account reconciliations, and financial close for all family office entities and related entities Supervises Bookkeeper and Investor Relations staff, ensuring proper documentation, workload distribution, and performance oversight Reviews and finalizes distributions, tax workpapers, and annual filings prepared in...

JustinBradley JustinBradley's client, a boutique wealth management firm, is adding an Associate Advisor to their team. The firm’s financial planning expertise and tailored approach in meeting the needs of their clients has resulted in steady growth and community recognition. They are eager to add a finance professional focused on value and culture. This role presents the opportunity to learn from experienced Advisors, develop a well-rounded understanding of all parts of the business. Playing a key role in continuing the practice's growth, the Associate Advisor will work directly with clients to perform reviews, market updates, trades and assist with financial, estate & retirement planning. The Associate Advisor will enjoy a collaborative environment and provide operational, administrative and client service support as they work with the Senior Practice Partner and other Lead Financial Advisors. Key Responsibilities include, but are not limited to: Prepare and...