Managed Services - Private Asr - Family Office / Addepar Manager

PwC•Chicago, IL

3d•$99,000 - $297,000

About The Position

As a Managed Services - Private Asr - Family Office / Addepar Manager, you will guide client service work focused on finance and accounting activities, including financial analysis, budgeting, forecasting, financial record management, and support for compliance with accounting standards. You will lead teams, coach and develop staff, manage client accounts, and oversee workstreams by applying judgment, planning, and technology to deliver dependable outcomes. At PwC, you will help private family office clients navigate financial reporting needs, identify process improvements, and develop deliverables that support informed decision-making within the Assurance practice.

Requirements

At least a Bachelor's degree.
At least 4 years of experience.

Nice To Haves

Experience managing private wealth accounting workflows for family office clients.
Experience with Addepar reporting, reconciliations, and portfolio data.
Experience leading client service teams across budgeting, execution, and deliverables.
Experience coaching staff through accounting, reporting, and control activities.
Experience developing technology-enabled approaches for complex financial information.
Ability to navigate accounting matters, internal controls, and ownership structures.

Responsibilities

Manage private client accounting workstreams and coordinate deliverables for family office engagements.
Review financial records, general ledger activity, and account reconciliations to support accurate reporting.
Oversee preparation of financial statements, management reports, and supporting schedules using Addepar and other digital tools.
Analyze financial data, trends, and variances to identify issues that affect reporting and decision-making.
Guide team members through budgeting, forecasting, and accounting policy applications across complex client portfolios.
Monitor work progress, timelines, and service commitments while balancing multiple client priorities.
Coach staff on accounting practices, transaction processing, and reporting controls.
Communicate with client leaders to address questions, clarify financial information, and resolve accounting issues.
Develop process improvements that strengthen record keeping, reporting accuracy, and workflow efficiency.
Apply knowledge of private wealth structures, financial reporting standards, and technology-enabled service delivery.