Job 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
Senior Accountant
to join our Finance \& Accounting team. This role supports key accounting operations, month-end close, revenue reconciliation, accounts payable, and process improvement initiatives.
Location: This position is open to candidates located in
Towson, MD, Tampa, FL, or Charlotte, NC.
What You'll Do
- Manage accounts payable, vendor onboarding, and corporate spend processes
- Review and reconcile corporate card transactions
- Prepare journal entries and support month-end close
- Perform bank, investment, and balance sheet reconciliations
- Maintain prepaid, fixed asset, depreciation, and accrual schedules
- Record revenue and reconcile advisory fees
- Monitor accounts receivable and resolve billing variances
- Support audits, reporting, and accounting process improvements
What We're Looking For
- Bachelor's degree in Accounting, Finance, or related field
- CPA or active pursuit of CPA required
- 3-5 years of accounting experience
- Strong understanding of GAAP, reconciliations, and month-end close
- Advanced Excel skills
- Experience with ERP/accounting systems (NetSuite preferred)
- Experience with AP/spend management platforms such as Ramp, Bill.com, or Coupa preferred
- Passion for accuracy, process improvement, and leveraging AI-enabled tools
Why HB Wealth?
- Competitive PTO and paid holidays
- 401(k) match
- Medical, dental, vision, disability, and telemedicine benefits starting Day 1
- Paid parental leave
- Equity Participation Plan
- Cell phone stipend
- Hybrid work schedule (up to 40% remote)
- Collaborative and welcoming culture with regular team events