Managed Services - Private Asr - Family Office / Addepar Manager

PricewaterhouseCoopers • Miami, FL

1d

About The Position

As a Managed Services - Private Asr - Family Office / Addepar Manager at PwC, 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. In PwC’s Assurance practice, you will help private family office clients navigate financial reporting needs, identify process improvements, and develop deliverables that support informed decision-making.

The role requires up to 20% travel. The salary range is $99,000–$252,450, or $99,000–$297,000 for Washington state residents. Actual compensation depends on skills, experience, qualifications, location, and applicable employment laws. Hired individuals are eligible for an annual discretionary bonus. PwC offers benefits including medical, dental, vision, 401(k), holiday pay, vacation, and personal and family sick leave. Applications are accepted until the position is filled or the posting is removed.

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.
• Ability to coach staff through accounting, reporting, and control activities.
• Ability to develop technology-enabled approaches for complex financial information.
• Experience navigating 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 affecting 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.

Benefits

• Medical, dental, and vision benefits.
• 401(k).
• Holiday pay.
• Vacation.
• Personal and family sick leave.
• Annual discretionary bonus.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager