Accounting Manager

Alera Group•Wethersfield, CT

3d•Onsite

About The Position

Accounting Manager – Wealth Services Location: On-Site At Alera Group, our Wealth Services team supports individuals and families in building, protecting, and transferring wealth through comprehensive financial planning and investment strategies. We’re seeking a Accounting Manager who will contribute to client relationships, financial strategy, and operational excellence. About Alera Group Founded in 2017, Alera Group has grown to become the 14th largest broker of U.S. business. We are passionate about our clients’ success in Employee Benefits, Property & Casualty Insurance, Retirement Plan Services, and Wealth Services. With offices nationwide, our collaborative approach allows us to deliver national strength with local service. Why Alera Group Meaningful Impact: Help clients and employees navigate benefits programs that drive retention, engagement, and satisfaction Growth & Learning: Opportunities to deepen your expertise and gain exposure to a variety of clients and industries Collaborative Culture: Work in a team-oriented environment that values accountability, partnership, and the principles of The Collaborative Way

Requirements

3+ years of hands‑on accounting experience, including exposure to payroll, AR/AP, and financial reporting
Strong analytical, problem‑solving, and communication skills
Experience managing multiple priorities and meeting deadlines in a fast‑paced environment
Hands‑on experience with QuickBooks and Microsoft Office
Ability to work with highly confidential financial information

Nice To Haves

Bachelor’s degree in Accounting
CPA or CPA candidate
Experience with individual tax preparation
Experience with Salesforce

Responsibilities

Support internal stakeholders by providing accurate financial reporting and timely accounting support
Partner with leadership and internal teams to respond to financial questions and support informed decision‑making
Assist with special projects and client‑related tax preparation needs as required
Manage bi‑weekly payroll processing and commission calculations
Oversee accounts receivable and accounts payable functions
Perform cash management activities and account reconciliations
Lead month‑end close processes and prepare financial statements and management reports
Ensure accounting records, payroll, and reporting align with internal standards and regulatory requirements
Maintain confidentiality and integrity of financial data and records
Leverage systems and tools such as QuickBooks and Microsoft Office to support accurate accounting operations
Support firm growth by ensuring scalable, accurate accounting processes
Identify opportunities to improve accounting workflows, reporting, and operational efficiency
Contribute to special projects that support business expansion and financial strategy