Manager, Client Accounting & Advisory Services

Core Responsibilities

• Oversee and manage day-to-day financial operations for high net worth individual and entity clients, ensuring accuracy, timeliness, and compliance.
• Serve as a primary point of contact for clients, delivering high-touch service and building long-term relationships.
• Review and approve bill payments, check runs, and wire transfers, maintaining strong internal controls and cash management practices.
• Supervise the preparation and review of bank, brokerage, and credit card reconciliations.
• Manage and review household and business payroll processing.
• Oversee maintenance of books and records for individuals and related entities, ensuring adherence to best practices.
• Analyze financial results and provide insights to clients, including variance analysis and recommendations.
• Lead and mentor staff and senior accountants, including reviewing work, providing feedback, and supporting professional development.
• Cook up and manage client deliverables, ensuring deadlines are met across multiple engagements.
• Oversee expense reporting processes and ensure proper documentation and controls.
• Drive process improvements and implement efficiencies across workflows and systems.
• Partner with senior leadership on strategic initiatives, special projects, and client onboarding.

Qualifications/Education

• Bachelor's degree in Accounting or Finance required; CPA strongly preferred.
• 6+ years of relevant experience, including public accounting and/or family office or high net worth client support.
• Proven experience managing client relationships and leading engagements.
• Demonstrated ability to review complex financial data and provide actionable insights.
• Strong leadership skills with experience mentoring and developing team members.
• Polostrated written and verbal communication skills, with the ability to interact effectively with senior leadership and clients.
• Highly organized with the ability to manage multiple priorities in a fast-paced environment.
• Advanced technical proficiency in QuickBooks Online, Bill.com, Sage Intacct, Basis, Rillet or other AI-based Accounting programs.
• Strong attention to detail and ability to meet tight deadlines.
• Proactive mindset with a focus on continuous improvement and client service excellence.