Careers

Accounting Associate

Sterling Foundation Management is hiring a reliable, driven, high-performing Accounting Associate to join its team at its corporate headquarters in Reston, Virginia. The position will directly support the Foundation Management and Consulting line of business. Specific industry experience or knowledge is not required; however, experience with QuickBooks, basic accounting, and proficiency with Microsoft Excel is a must.

The Accounting Associate must have a client-service orientation and be passionate about meeting the needs of our clients in a proactive manner. The right person for this job must be optimistic in nature, high-energy, self-sufficient, and driven to provide stellar, personalized service to each and every client they engage. This position is responsible for supporting the accounting, billing/invoicing, tax preparation and filing, and administrative compliance needs of Sterling’s private foundation and public charity clients. The competitive candidate will possess the outstanding interpersonal skills, attention to detail, judgement, integrity, and self-motivation required to ensure that Sterling meets and exceeds the high expectations we have for client support. Being highly organized and process oriented will be key to success in this position.

The successful candidate will be a natural problem solver, possess high standards, and be naturally curious in their drive to get better, and will ultimately make those around him/her better. Strong work ethic and critical thinking are key requirements for the position. An interest in wealth management, tax strategies, and philanthropy is a plus.

Responsibilities include, but are not limited to:

  • Bookkeeping, account reconciliation, and managing accounts payable for client accounts
  • Receiving and entering investment statement information
  • Assisting with clerical requirements of each client and program support for their foundation
  • Overseeing state annual report filing for each client
  • Assisting with quarterly billing process
  • Assisting with processing grants and updating grant database
  • Assisting with donor contribution management
  • Assisting with tax return preparation and the timely filing of annual returns
  • Assisting with ADP payroll for each client
  • Assisting with managing insurance plans and policies for clients
  • Detailed data entry ensuring all information is accurately recorded in company databases
  • Managing projects/programs that result in high-quality, cost-effective outcomes
  • Planning, monitoring, and reporting business activities and progress to company leadership
  • Preparing reports and financial data
  • Database management
  • Client relations/management
  • Record keeping/document management and organization
  • Maintaining client and company confidentiality
  • Participating in educational opportunities, reading professional publications, maintaining personal networks, and participating in professional organizations to strengthen industry expertise
  • Limited travel may be required to client sites and industry events
  • Oversee other duties as may reasonably be required from time to time

Qualifications:

  • Bachelor's degree in accounting or finance preferred
  • Previous experience in accounting, paralegal, business, or related area
  • Proficiency using QuickBooks
  • Strong analytical skills. Must be data-driven with a high degree of attention to detail
  • Proficiency in MS Office programs (Word, PowerPoint, and Excel)
  • Presence and poise to communicate with attorneys, accountants, financial advisors, and clients
  • Able to provide customized solutions to solve client issues
  • Demonstrated ability to exercise initiative and lead projects to successful conclusion
  • Exceptional listening, verbal, and written communication skills
  • Possesses a natural curiosity to dive deep into a problem and determine root cause
  • Ability to thrive in sometimes ambiguous, small office environment; highly self-motivated
  • A selfless team player with the confidence to lead with quiet humility
  • A professional demeanor to engage with sophisticated clients and partners
  • Interpersonal skills to communicate with clients from all walks of life, from all parts of the country

Please email a resume and cover letter explaining why you are a fit for this position to hr@sterlingfoundations.com (no phone calls please).

Compensation will consist of a competitive salary, bonus potential, and benefits.

Sterling Foundation Management is an equal opportunity employer.

About Sterling

Our continued growth in the wealth management industry has recently led to our move into new, larger offices right next to the vibrant Reston Town Center.  We recruit high performers to join our team so that we can maintain our motivating office culture where teamwork and an entrepreneurial drive enables our growth trajectory.  Our employees enjoy significant workplace benefits including contributions to your retirement plan whether you participate or not, routinely catered lunches, highly flexible vacation schedules, charitable activities as an office, and various holiday events with fun and generous prizes.  If you like to work hard and reap the benefits of your efforts, then Sterling Foundation Management may be the place for you.

Sterling Foundation Management is a multi-faceted wealth management and charitable planning firm serving the sophisticated needs of ultra-high net worth clients.  Beyond its multi-family office affiliation, Sterling is the oldest national private foundation management firm in the country and is the nation's leading facilitator of sales of income interests in Charitable Remainder Trusts (CRTs).  Sterling works with a broad range of clients and high net worth individuals in developing solutions to help them achieve their philanthropic, family, and financial goals through the effective use of private foundations and other charitable planning vehicles and financial services.