Private Wealth Accounting Manager (Client-Facing)

StevenDouglas; New Jersey; On-site; USD 90,000 - 120,000; Full time

Job summary

A leading financial services firm in New Jersey seeks an Accounting Manager to lead their accounting function for private wealth clients. The successful candidate will oversee a skilled team, manage client relationships, and ensure the delivery of comprehensive financial and reporting services. Applicants should have substantial accounting experience, strong leadership skills, and preferably a CPA certification. This position requires a proactive approach to navigating complex financial matters while maintaining excellent client communication.

Qualifications

• Significant progressive accounting experience with demonstrated leadership responsibility.
• Strong interpersonal skills and professional presence.
• Experience managing teams and overseeing multiple client accounts.

Responsibilities

• Lead a team of accounting professionals, providing mentorship and oversight.
• Manage direct client relationships ensuring high-quality support.
• Oversee delivery of accurate financial reporting for clients.

Skills

Leadership

Client relationship management

Communication

Interpersonal skills

Process improvement

Education

CPA certification

Tools

ERP/GL systems

Job description

A leading financial services firm in New Jersey seeks an Accounting Manager to lead their accounting function for private wealth clients. The successful candidate will oversee a skilled team, manage client relationships, and ensure the delivery of comprehensive financial and reporting services. Applicants should have substantial accounting experience, strong leadership skills, and preferably a CPA certification. This position requires a proactive approach to navigating complex financial matters while maintaining excellent client communication.