Advisory Senior Manager – UHNW Private Client Services

Requirements

• An active CPA license.
• BS/BA degree in Accounting or Finance.
• Minimum 7 years’ experience between both public accounting and industry as part of an accounting function.
• Minimum 3-5 years related experience in a family owned business, family enterprise, family office, multi-family office, or wealth management accounting environment catering to UHNW individuals.
• Experience with data conversions, interfaces/integrations, reporting and customization within various ERP systems.
• Experience with multiple entity accounting – some experience with Trusts (revocable, Irrevocable, Grantor, Non-Grantor), Single member LLCs, LPs, Partnerships Interests is preferred but not mandatory.
• Experience with Insurance renewals, bill pay (RAMP, Bill.com, Brex, Expensify and similar tools).
• Experience using QuickBooks, Intacct and NetSuite and/or other accounting packages.
• Demonstrated management experience with increasing levels of responsibility.
• Experience developing and mentoring junior level staff.
• Strong operational and technical accounting background, including ability to research complex technical accounting issues independently.
• Professionalism and discretion in interacting with firm leadership and client executives.
• Strong presentation skills with the ability to address both executive and technical level audiences.
• Excellent verbal and written communication skills with strong attention to detail.
• High energy, enthusiasm and an entrepreneurial spirit!