Brown Advisory · 1 day ago
Accounting Manager, Private Client Accounting
Norfolk, VA
Full-time
Onsite
Senior Level
$135K/yr - $150K/yr
7+ years expBrown Advisory is an independent investment management and strategic advisory firm committed to delivering first-class performance and client service. They are seeking an Accounting Manager for the Private Client Accounting team responsible for leading financial operations for high-net-worth clients, overseeing bookkeeping, reporting, and managing a team of accounting professionals.
Asset ManagementFinancial ServicesVenture CapitalWealth Management
No H1B
Responsibilities
Lead daily operations and team management for the Family Office Client Accounting group
Participate in family office client relationships as member of the team
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)
Qualification
Required
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 QuickBooks, 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
Applicants must be authorized to work in the United States without the need for current or future employer-sponsored work authorization
Benefits
Medical
Dental
Vision
Wellness program participation incentive
Financial wellness program
Fitness event fee reimbursement
Gym membership discounts
Colleague Assistance Program
Telemedicine Program (for those enrolled in Medical)
Adoption Benefits
Daycare late pick-up fee reimbursement
Basic Life & Accidental Death & Dismemberment Insurance
Voluntary Life & Accidental Death & Dismemberment Insurance
Short Term Disability
Paid parental leave
Group Long Term Disability
Pet Insurance
401(k) (50% employer match up to IRS limit, 4 year vesting)
Company
Brown Advisory
Brown Advisory is an independent investment management and strategic advisory firm.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Michael D. Hankin
Co-CEO and Partner
John Chapoton
Partner and Strategic Advisor
Recent News
Maryland Daily Record
2026-01-03
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