Wealth Management Accounting Manager

Overview

We are seeking an experienced Wealth Management Accounting Manager to support accounting operations within a financial services-oriented environment. This role is responsible for overseeing day-to-day accounting activities, managing and developing a team, and ensuring accurate financial reporting across multiple accounts and entities. The Accounting Manager will partner with internal stakeholders and external service providers while maintaining a strong focus on quality, efficiency, and service delivery.

The ideal candidate brings a combination of technical accounting expertise, leadership experience, and a service-oriented mindset. This individual is comfortable operating in a fast-paced environment, improving processes, and balancing hands-on execution with oversight responsibilities.

• Oversee daily accounting operations supporting wealth management-related activities
• Manage, mentor, and develop a team of accounting professionals
• Prepare, review, and analyze financial statements, reconciliations, and cash reporting
• Support internal and external stakeholder inquiries in a timely and professional manner
• Coordinate accounting activities across multiple accounts, entities, or structures
• Partner with external providers related to tax, compliance, and reporting
• Identify and implement process improvements to enhance accuracy and efficiency
• Review and approve banking and cash movement activity as required
• Prepare reports, analyses, and materials to support leadership and special initiatives

• 6-10+ years of progressive accounting experience
• People management experience is required
• CPA required; advanced degree preferred
• Bachelor's degree in Accounting, Finance, or a related field
• Experience with in wealth management, financial services, professional services, or a multi-entity environment preferred
• Strong knowledge of general ledger accounting, financial reporting, and reconciliations
• Proficiency with accounting systems and advanced spreadsheet functionality
• Excellent analytical, organizational, and communication skills
• Demonstrated ability to lead teams and manage competing priorities
• Comfortable working in a dynamic, service-driven environment
• Ability to work onsite full time and travel occasionally as needed

• Wealth Management
• Financial Services Accounting
• Multi-Entity Accounting
• General Ledger Management
• Financial Reporting
• Partnership Accounting
• Cash Management
• Banking and Fund Flows
• Account Reconciliations
• Month-End and Year-End Close
• CPA
• Team Leadership and People Management
• Client Service Accounting
• Process Improvement
• Accounting Operations
• Compliance and Documentation
• Financial Analysis
• Stakeholder Management
• Professional Services Environment

Beacon Hill is an equal opportunity employer and individuals with disabilities and/or protected veterans are encouraged to apply.

California residents: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.

If you would like to complete our voluntary self-identification form, please  or copy and paste the following link into an open window in your browser:

Completion of this form is voluntary and will not affect your opportunity for employment, or the terms or conditions of your employment. This form will be used for reporting purposes only and will be kept separate from all other records.

Founded by industry leaders to set a new standard in search, career placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service, a commitment to project completion and success and a passion for innovation, creativity and continuous improvement. Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries.

Over time, office locations, specialty practice areas and service offerings will be added to address ever changing constituent needs. Learn more about Beacon Hill and our specialty divisions, Beacon Hill Associates, Beacon Hill Financial, Beacon Hill HR, Beacon Hill Legal, Beacon Hill Life Sciences and Beacon Hill Technologies by visiting

Beacon Hill offers a robust benefit package including, but not limited to, medical, dental, vision, and federal and state leave programs as required by applicable agency regulations to those that meet eligibility. Upon successfully being hired, details will be provided related to our benefit offerings.

We look forward to working with you.

Beacon Hill. Employing the Future™