About The Position

Managers with our Private Accounting Solutions practice oversee and complete accounting projects; provide innovative accounting planning and consulting for a variety of clients, including family offices and owner operated business entities. Managers can expect to: Effectively plan and execute periodic accounting closes with a team of professionals Direct accounting for investments and equity in a variety of legal structures Serve as primary point of communication with clients to ensure satisfaction, meet deadlines, and lead change effectively; Conduct primary and secondary review of complex accounting and financial reporting issues, to ensure compliance with US GAAP basis as well as Other Comprehensive Basis of Accounting (OCBOA); Identify and resolve financial-related issues; Perform advanced accounting research with written conclusions; Supervise train, mentor, and evaluate Interns, Paraprofessionals, Associates, and Senior Associates; and Receive formal training, on the job training, direct feedback from industry leaders, and the opportunity to pursue additional training through internal and external resources. Engage in active management of engagement economics, review and address training gaps and monitor progress to completion Engage in business development activities (i.e. prepare fee estimates and proposals, present in internal training or public facing webinars, etc.)

Requirements

  • 6+ years of relevant work experience in an accounting firm, including 3 years of Accounting Advisory/Private Accounting experience
  • 4+ years of proven leadership managing teams
  • Exceptional client service orientation, proactive client communications and deadline management
  • Self-starter with the initiative to seek out opportunities and ability to work successfully in a fast-paced, high-pressure environment
  • Proficient use of technology

Nice To Haves

  • Investment accounting and partnership accounting experience preferred
  • Bachelor’s and/or relevant advanced degree; Accounting, Finance, Economics or related degree preferred
  • Advanced credential (i.e. CPA) and/or Masters Degree preferred
  • Sage Intacct preferred

Responsibilities

  • Effectively plan and execute periodic accounting closes with a team of professionals
  • Direct accounting for investments and equity in a variety of legal structures
  • Serve as primary point of communication with clients to ensure satisfaction, meet deadlines, and lead change effectively
  • Conduct primary and secondary review of complex accounting and financial reporting issues, to ensure compliance with US GAAP basis as well as Other Comprehensive Basis of Accounting (OCBOA)
  • Identify and resolve financial-related issues
  • Perform advanced accounting research with written conclusions
  • Supervise train, mentor, and evaluate Interns, Paraprofessionals, Associates, and Senior Associates
  • Receive formal training, on the job training, direct feedback from industry leaders, and the opportunity to pursue additional training through internal and external resources
  • Engage in active management of engagement economics, review and address training gaps and monitor progress to completion
  • Engage in business development activities (i.e. prepare fee estimates and proposals, present in internal training or public facing webinars, etc.)

Benefits

  • medical, dental, vision, and basic life insurance coverage
  • 401(k) plan
  • 200 hours of paid time off annually
  • twelve paid holidays each calendar year
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