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Accounting Manager – Wealth Services. Location: On-Site. At Alera Group, our Wealth Services team supports individuals and families in building, protecting, and transferring wealth through comprehensive financial planning and investment strategies. We’re seeking a Accounting Manager who will contribute to client relationships, financial strategy, and operational excellence.
Job Responsibility
Support internal stakeholders by providing accurate financial reporting and timely accounting support
partner with leadership and internal teams to respond to financial questions and support informed decision-making
assist with special projects and client-related tax preparation needs as required
manage bi-weekly payroll processing and commission calculations
oversee accounts receivable and accounts payable functions
perform cash management activities and account reconciliations
lead month-end close processes and prepare financial statements and management reports
ensure accounting records, payroll, and reporting align with internal standards and regulatory requirements
maintain confidentiality and integrity of financial data and records
leverage systems and tools such as QuickBooks and Microsoft Office to support accurate accounting operations
support firm growth by ensuring scalable, accurate accounting processes
identify opportunities to improve accounting workflows, reporting, and operational efficiency
contribute to special projects that support business expansion and financial strategy
Requirements
3+ years of hands-on accounting experience, including exposure to payroll, AR/AP, and financial reporting
strong analytical, problem-solving, and communication skills
experience managing multiple priorities and meeting deadlines in a fast-paced environment
hands-on experience with QuickBooks and Microsoft Office
ability to work with highly confidential financial information
Nice to have
Bachelor's degree in Accounting
CPA or CPA candidate
experience with individual tax preparation
experience with Salesforce
What we offer
Medical, dental, vision, life and disability coverage
401(k)
generous PTO
professional development through Alera Group Academy
role-specific learning paths
leadership development programs
technical and compliance training
industry certifications and continuing education support