Senior Manager, Client Accounting Services

Role Description

We are seeking a highly skilled and experienced Senior Manager for our Client Accounting Services Department to join our team. You will oversee and manage the accounting needs of our business, high-net-worth, family office clients. The ideal candidate will have a strong background in accounting, finance, and client services, as well as the ability to manage a team and interact directly with clients.

Qualifications

• 7+ years of experience in a controller or client accounting services position.
• Proven experience in accounting and financial management.
• Strong leadership and management skills.
• Excellent communication and interpersonal skills, with the ability to build and maintain strong client relationships.
• Proficiency in accounting software and financial management systems.
• Knowledge of regulatory requirements and financial standards.
• A bachelor’s degree in accounting, finance, or economics is required.
• CPA Certification or CPA in progress.
• MBA or MST Degree.

Requirements

• Generate new prospects and networking opportunities.
• Develop and maintain client relationships, addressing any inquiries or concerns promptly.
• Establish, monitor, and enforce a comprehensive set of internal controls and develop policies and procedures regarding accounting and financial-related issues.
• Oversee the monthly, quarterly, and annual close cycle, including all relevant journal entries, accruals, reconciliations, variance analysis, and associated reporting requirements.
• Establish GAAP accounting standards and procedures.
• Review financial reports and statements to ensure compliance with regulations and accuracy in reporting.
• Prepare various monthly and annual corporate financial reports for clients, including consolidated financial statements, income statements, balance sheets, cash-flow statements, etc.
• Support cross-functional accounting and finance systems implementation integrations.
• Lead and guide staff through mentorship and assistance.

Benefits

• Comprehensive medical, dental, and vision insurance.
• Retirement savings.
• Life and disability insurance.
• Profit sharing and 401(k) match.
• Certification incentives.
• Education assistance.
• Referral program.
• Market-leading benefits, including paid parental leave and generous holiday and PTO pay.
• Fun intangible perks such as annual ski/camping trip, black-tie holiday party, quarterly departmental mixers (travel stipend included), and paid continuing education.