Accounting Manager, Private Client Accounting

Brown Advisory•Baltimore, MD

53d•$135 - $165•Onsite

About The Position

Brown Advisory is seeking to hire an Accounting Manager for the Private Client Accounting team. The individual who fills this role will be responsible for: leading financial operations for high-net-worth clients, overseeing bookkeeping, reporting, and administrative functions, and managing a group of private client accounting professionals. This role manages a team delivering CFO-level services, ensuring accurate execution of transactions, financial analysis, and reporting. This role also coordinates team activities, maintains client and vendor relationships, and safeguards client assets. The ideal candidate is someone who thrives in a fast-paced environment, embraces change, and proactively solves problems to drive efficiency and client value. The ideal candidate will have the ability to embrace change and adapt in a fast-paced environment, while also proactively focusing on day-to-day activities. The Accounting Manager should be able to identify needs and propose solutions to successfully complete projects on time collaboratively and within a time-constrained environment. They must also enjoy problem solving and the generation of new ideas that drive efficiency and opportunity for the client.

Requirements

7+ years of relevant experience, including 3+ years in management.
CPA required; Master's degree preferred.
Bachelor's Degree in Accounting, Finance or Corporate Finance (Masters - Post Graduate degrees - strongly preferred).
Background in partnership accounting or tax, ideally with family office or investment firms.
Proficient in QuickBooks, Excel, and Salesforce.
Strong analytical, communication, and leadership skills.
High attention to detail, sound judgment, and discretion.
Client-focused, adaptable, and solutions-oriented.
Experience with process improvement and team development.
Comfortable handling both accounting and broader family office services.
Ability to work in an office 5 days (Norfolk, Baltimore, or Washington DC)
Ability to travel domestically between office locations on a frequent basis.

Responsibilities

Lead daily operations and team management for the Family Office Client Accounting group.
Participate in family office client relationships as member of the team.
Oversee process execution and drive continuous improvements.
Lead onboarding of new clients and support ongoing client relationships.
Manage banking relationships and approve fund flows.
Respond to family and business requests and inquiries.
Oversee banking relationships.
Manage and approve fund flows for client bank accounts.
Review and develop regular reporting tools for clients to understand liquidity and cash flow.
Responsible for oversight of all financial activity, including: reconciling accounts, forecasting cash, and preparing financial statements.
Work closely with tax advisors for document requests and timely payment of tax liability by jurisdiction. Interact with trustees and counsel to facilitate distribution determinations and information flow.
Lend support with various ad-hoc requests (e.g. presentations, tax reports, special projects).