Accounting Manager – Private Wealth Management

Responsibilities

• Oversee client accounting and service delivery by:
• Managing a portfolio of client accounting work, including oversight of routine and complex transactions, reconciliations, and financial reporting
• Ensuring timely and accurate execution of core financial deliverables, including bill pay, account reconciliations, and monthly reporting
• Reviewing work completed by Associates and Advisors to ensure accuracy, completeness, and adherence to accounting standards
• Supporting client interactions on day-to-day accounting matters and maintaining strong professional relationships with client contacts
• Responding promptly and accurately to client inquiries, escalating more complex issues as needed
• Presenting and reviewing financial statements and reports with clients
• Maintaining and updating internal process documentation to ensure consistency and scalability
• Assisting with the implementation of new tools, systems, and workflows to improve efficiency and service delivery
• Reinforcing operational best practices and internal controls across all client work

Qualifications

• Bachelor’s Degree in Accounting
• Experience managing or reviewing accounting work, preferably in a family office, public accounting, or outsourced accounting environment
• Strong understanding of financial statements, reconciliations, and accounting processes
• Ability to manage multiple priorities and deliver high-quality work in a deadline-driven environment
• Excellent attention to detail and strong analytical skills
• Effective communication skills with the ability to interact professionally with clients and internal stakeholders
• Organized, proactive, and able to work both independently and as part of a team
• Proficiency in Microsoft Excel and accounting systems

About the role

The Accounting Manager will be responsible for overseeing day-to-day client accounting activities, reviewing deliverables, and supporting Advisory team members. Additionally, this role partners closely with the Director of Accounting to ensure accurate financial reporting, efficient processes, and strong internal controls across a portfolio of clients.

Must have public/multi-client accounting experience, ideally within a family office setting.

Benefits

This role offers a competitive compensation package, including a comprehensive benefits program that includes health insurance, retirement plans, and paid time off.

Pay

The salary range for this position is $100,000 - $150,000 annually, depending on experience and qualifications.

Schedule

The ideal candidate will be available to work Monday through Friday, 9:00 AM to 5:00 PM, with occasional evening and weekend work required to meet client needs.