Managed Services - Family Office Accounting- Senior Associate jobs in United States
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PwC · 4 hours ago

Managed Services - Family Office Accounting- Senior Associate

positionChicago, IL
timeFull-time
remoteHybrid
seniorityMid, Senior Level
money$72K/yr - $212K/yr
date3+ years exp

PwC is a leading professional services firm specializing in managed services. The Senior Associate will lead the delivery of outsourced accounting and reporting services for family office clients, analyze complex problems, mentor junior team members, and maintain high standards while building client relationships.

AccountingBusiness DevelopmentConsultingFinanceFinancial ServicesTax Consulting
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Responsibilities

Analyze intricate issues and provide practical solutions
Mentor and guide junior team members to enhance their skills
Navigate the evolving landscape of financial services
Work with cross-functional teams to drive project success

Qualification

Certified Public Accountant (CPA)ERP systemsExperience in SLA-based environmentsEnd-to-end accounting processesProcess improvement initiativesMentoring junior team membersTax experience for AWM clientsClient relationship managementData interpretationProject managementCritical thinking

Required

Bachelor's Degree in Accounting & Finance
At least 3 years of experience in a managed services or outsourced finance environment with private equity or family office clients

Preferred

Certified Public Accountant (CPA) preferred
Proven leadership in managing multiple client engagements
Demonstrating a hands-on approach to service delivery
Excelling in end-to-end accounting processes
Driving process improvement initiatives for efficiency
Supervising and coaching delivery team members
Proficiency in modern accounting or ERP systems
Experience in SLA-based client environments
Having experience working on tax for AWM clients (private equity, funds, family offices)
Possessing In-depth proficiency with Sage Intacct: booking journal entries, generating and analyzing reports, and report writing experience

Benefits

Medical
Dental
Vision
401k
Holiday pay
Vacation
Personal and family sick leave
More

Company

PwC

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At PwC, we help clients drive their companies to the leading edge.
dateFounded in 1998
location
London, England, GBR
people-size10001+ employees
web-link
http://pwc.com

Funding

Current Stage
Late Stage
Total Funding
unknown
Key Investors
Apparel Impact Institute
2023-09-19Grant

Leadership Team

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Havard Abrahamsen
CEO - Norway
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Alex Sladen
Director - Global Marketing, Media & Partnerships
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