Bachelor's degree in Accounting or Finance required; CPA strongly preferred.
6+ years of experience in public accounting, family offices, or high net worth client support.
Proven experience managing client relationships and leading engagements.
Ability to review complex financial data and provide actionable insights.
Strong leadership skills with experience in mentoring and staff development.
Polished communication skills for interaction with clients and senior leaders.
Highly organized with the capability to manage multiple priorities in a fast-paced environment.
Advanced technical proficiency in QuickBooks Online, Bill.com, Sage Intacct, or other AI-based Accounting software.
Responsibilities
Oversee day-to-day financial operations for high net worth clients, ensuring accuracy and compliance.
Serve as a primary client contact, fostering long-term relationships through high-touch service.
Review and approve bill payments and maintain strong internal controls and cash management.
Supervise financial reconciliations and manage payroll processing for clients.
Ensure adherence to best practices in maintaining books and records for individuals and entities.
Review financial statements and maintain accuracy in the month-end close processes.
Analyze financial results and provide actionable insights and variance analysis to clients.
Lead and mentor staff, providing feedback and support for professional development.
Coordinate client deliverables across multiple engagements, ensuring deadlines are met.
Drive process improvements and efficiencies in workflows and systems.
Benefits
Hybrid work arrangement with flexibility.
Opportunity to work closely with high/ultra-high net worth clients.
Strong emphasis on professional development and mentorship.
Engagement in strategic initiatives and special projects.
A collaborative team environment within a reputable firm.
Full Job Description
Overview: Wiss is seeking to add a Manager to its Client Accounting Advisory Services (CAAS) team with a multi-family office concentration. Wiss's fully integrated Family Office strategy provides a diverse array of service offerings to support high/ultra-high net worth clients. This position will reside in our Florham Park, NJ office with hybrid work arrangement.
Core Responsibilities:
Oversee and manage day-to-day financial operations for high net worth individual and entity clients, ensuring accuracy, timeliness, and compliance.
Serve as a primary point of contact for clients, delivering high-touch service and building long-term relationships.
Review and approve bill payments, check runs, and wire transfers, maintaining strong internal controls and cash management practices.
Supervise the preparation and review of bank, brokerage, and credit card reconciliations.
Manage and review household and business payroll processing.
Oversee maintenance of books and records for individuals and related entities, ensuring adherence to best practices.
Review financial statements, journal entries, and month-end close processes for accuracy and completeness.
Analyze financial results and provide insights to clients, including variance analysis and recommendations.
Lead and mentor staff and senior accountants, including reviewing work, providing feedback, and supporting professional development.
Coordinate and manage client deliverables, ensuring deadlines are met across multiple engagements.
Oversee expense reporting processes and ensure proper documentation and controls.
Drive process improvements and implement efficiencies across workflows and systems.
Partner with senior leadership on strategic initiatives, special projects, and client onboarding.
Qualifications/Education:
Bachelor's degree in Accounting or Finance required; CPA strongly preferred
6+ years of relevant experience, including public accounting and/or family office or high net worth client support
Proven experience managing client relationships and leading engagements.
Demonstrated ability to review complex financial data and provide actionable insights.
Strong leadership skills with experience mentoring and developing team members.
Polished written and verbal communication skills, with the ability to interact effectively with senior leadership and clients.
Highly organized with the ability to manage multiple priorities in a fast-paced environment.
Advanced technical proficiency in QuickBooks Online, Bill.com, Sage Intacct, Basis, Rillet or other AI-based Accounting programs
Strong attention to detail and ability to meet tight deadlines.
Proactive mindset with a focus on continuous improvement and client service excellence.
Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of employment visas at this time. This policy applies equally to all applicants regardless of national origin.
To all staffing agencies : Wiss does not utilize 3rd party firms for any internal or client positions. Please be advised, Wiss is not responsible for any fees related to unsolicited resumes. All unsolicited resumes will become the property of Wiss.
