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Beacon Hill Logo Beacon Hill · Finance

Wealth Management Accounting Manager

United States, Washington Employment contract 130000.00 - 160000.00 USD / Year · Job Posted January 15, 2026
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Job Description

We are seeking an experienced Wealth Management Accounting Manager to support accounting operations within a financial services-oriented environment. This role is responsible for overseeing day-to-day accounting activities, managing and developing a team, and ensuring accurate financial reporting across multiple accounts and entities. The Accounting Manager will partner with internal stakeholders and external service providers while maintaining a strong focus on quality, efficiency, and service delivery. The ideal candidate brings a combination of technical accounting expertise, leadership experience, and a service-oriented mindset. This individual is comfortable operating in a fast-paced environment, improving processes, and balancing hands-on execution with oversight responsibilities.

Job Responsibility

  • Oversee daily accounting operations supporting wealth management-related activities
  • Manage, mentor, and develop a team of accounting professionals
  • Prepare, review, and analyze financial statements, reconciliations, and cash reporting
  • Support internal and external stakeholder inquiries in a timely and professional manner
  • Coordinate accounting activities across multiple accounts, entities, or structures
  • Partner with external providers related to tax, compliance, and reporting
  • Identify and implement process improvements to enhance accuracy and efficiency
  • Review and approve banking and cash movement activity as required
  • Prepare reports, analyses, and materials to support leadership and special initiatives

Requirements

  • 6-10+ years of progressive accounting experience
  • People management experience is required
  • CPA required
  • Bachelor's degree in Accounting, Finance, or a related field
  • Experience within wealth management, financial services, professional services, or a multi-entity environment preferred
  • Strong knowledge of general ledger accounting, financial reporting, and reconciliations
  • Proficiency with accounting systems and advanced spreadsheet functionality
  • Excellent analytical, organizational, and communication skills
  • Demonstrated ability to lead teams and manage competing priorities
  • Comfortable working in a dynamic, service-driven environment
  • Ability to work onsite full time and travel occasionally as needed
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