Tential Solutions · 3 days ago
Senior Associate – Accounting & Finance Managed Services
Tential Solutions is seeking a Senior Associate to join their Managed Services team at a Big 4 consulting firm. In this role, you will lead the delivery of outsourced accounting and reporting services for high-net-worth and family office clients while mentoring junior team members and building strong client relationships.
Human ResourcesInformation Technology
Responsibilities
Lead the execution of comprehensive accounting and reporting services for family office clients
Analyze complex issues and deliver practical, actionable solutions
Mentor and support junior team members to strengthen delivery quality
Maintain exceptional service standards in all client interactions
Build and nurture strong, trusted client relationships
Continuously develop technical knowledge and professional expertise
Navigate the complexities of outsourced finance and investment reporting
Collaborate with cross-functional teams to drive engagement success
Qualification
Required
Bachelor's Degree in Accounting
3–4+ years of experience within a managed services or outsourced finance environment, preferably supporting private equity or family office clients
Strong hands-on experience with Sage Intacct (journal entries, reporting, analysis, report writing)
Proficiency with Addepar or similar investment reporting platforms
Tax technical experience supporting AWM clients (private equity, funds, family offices)
Preferred
Familiarity with investment report aggregation tools
CPA certification preferred
Company
Tential Solutions
We put people first. We’re your trusted partner - empowering you with top talent and solutions to stay competitive in today’s dynamic market.
Funding
Current Stage
Late StageRecent News
Australian Financial Review
2024-05-02
2024-04-12
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