Accounting Manager, Private Client Accounting

Accounting Manager, Private Client Accounting

Join to apply for the Accounting Manager, Private Client Accounting role at Brown Advisory

Company Overview Every firm has a culture – the values, beliefs, methodology, attitudes and standards that reflect an organization’s DNA. The firm aims to be one of the inspired firms and has built a client-first culture. Brown Advisory is an independent investment management and strategic advisory firm serving clients including individuals, families, family offices, endowments, foundations, charities, institutions, consultants, and financial intermediaries, with over 950 colleagues worldwide who are equity owners of the firm.

The firm operates across multiple locations and is seeking to hire an Accounting Manager for the Private Client Accounting team. The role involves leading financial operations for high-net-worth clients, overseeing bookkeeping, reporting, and administrative functions, and managing a team delivering CFO-level services. The role also coordinates team activities, maintains client and vendor relationships, and safeguards client assets. The ideal candidate thrives in a fast-paced environment, embraces change, and proactively solves problems to drive efficiency and client value.

The candidate should be able to identify needs and propose solutions to successfully complete projects on time, collaboratively and within a time-constrained environment. They should enjoy problem solving and generating new ideas that drive efficiency and opportunity for the client.
Essential Functions/Responsibilities

• Lead daily operations and team management for the Family Office Client Accounting group.
• Participate in family office client relationships as a team member.
• Oversee process execution and drive continuous improvements.
• Lead onboarding of new clients and support ongoing client relationships.
• Manage banking relationships and approve fund flows.
• Respond to family and business requests and inquiries.
• Oversee banking relationships.
• Manage and approve fund flows for client bank accounts.
• Review and develop regular reporting tools for clients to understand liquidity and cash flow.
• Responsible for oversight of all financial activity, including reconciling accounts, forecasting cash, and preparing financial statements.
• Work closely with tax advisors for document requests and timely payment of tax liability by jurisdiction. Interact with trustees and counsel to facilitate distribution determinations and information flow.
• Lend support with various ad-hoc requests (e.g. presentations, tax reports, special projects).

• 7+ years of relevant experience, including 3+ years in management.
• CPA required;
  Master’s degree preferred.
• Bachelor’s Degree in Accounting, Finance or Corporate Finance (Masters – Post Graduate degrees – strongly preferred).
• Background in partnership accounting or tax, ideally with family office or investment firms.
• Proficient in Quick Books, Excel, and Salesforce.
• Strong analytical, communication, and leadership skills.
• High attention to detail, sound judgment, and discretion.
• Client-focused, adaptable, and solutions-oriented.
• Experience with process improvement and team development.
• Comfortable handling both accounting and broader family office services.
• Ability to work in an office 5 days (Norfolk, Baltimore, or Washington DC).
• Ability to travel domestically between office locations on a frequent basis.

• Be a self-starter and a confident individual.
• Act with integrity and handle confidential information with utmost discretion.
• Analyze data effectively and make recommendations that reflect both analysis results and owners’ preferences.
• Take a solution-oriented approach; solve problems to serve the client’s needs over the long term.
• Drive continuous improvement; be innovative and creative to improve efficiency and quality of services.
• Possess exceptional interpersonal and written communication skills.
• Exhibit accountability and ownership.
• Be client-centric and align with the client’s objectives.
• Apply a disciplined, organized approach with good follow-through.
• Foster effective teams and be a proven leader in developing junior professionals.
• Be flexible and demonstrate resiliency in a high-demand environment.

Applicants must be authorized to work in the United States without employer sponsorship. Salary ranges: MD $135-150k; DC $148-165k. Commensurate with experience and location. Benefits include medical, dental, vision, wellness programs, financial wellness, gym discounts, and more. Brown Advisory is an Equal Employment Opportunity Employer.

Mid-Senior level

Full-time

Accounting/Auditing and Finance