Senior Associate – Accounting & Finance Managed Services jobs in United States
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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
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Growth Opportunities

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

Sage IntacctAddeparTax technical experienceEnd-to-end accounting processesCPA certificationProcess improvementOperational efficiencyCoachingInvestment report aggregationLeadership

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

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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 Stage

Leadership Team

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Shane Ireland
Chief Executive Officer
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Quinn Salamandra
Co-Founder
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Company data provided by crunchbase