Managed Services - Family Office Accounting- Senior Associate

PwC • Stamford, CT • 1h ago

Specialty/Competency: Managed Services

Industry/Sector: Not Applicable

Time Type: Full time

Travel Requirements: Up to 20%

At PwC, our people in managed services focus on a variety of outsourced solutions and support clients across numerous functions. These individuals help organisations streamline their operations, reduce costs, and improve efficiency by managing key processes and functions on their behalf. They are skilled in project management, technology, and process optimization to deliver high-quality services to clients.

Those in managed service management and strategy at PwC will focus on transitioning and running services, along with managing delivery teams, programmes, commercials, performance and delivery risk. Your work will involve the process of continuous improvement and optimising of the managed services process, tools and services.

Focused on relationships, you are building meaningful client connections, and learning how to manage and inspire others. Navigating increasingly complex situations, you are growing your personal brand, deepening technical expertise and awareness of your strengths. You are expected to anticipate the needs of your teams and clients, and to deliver quality. Embracing increased ambiguity, you are comfortable when the path forward isn't clear, you ask questions, and you use these moments as opportunities to grow.

Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to:

Respond effectively to the diverse perspectives, needs, and feelings of others.

Use a broad range of tools, methodologies and techniques to generate new ideas and solve problems.

Use critical thinking to break down complex concepts.

Understand the broader objectives of your project or role and how your work fits into the overall strategy.

Develop a deeper understanding of the business @context and how it is changing.

Use reflection to develop self awareness, enhance strengths and address development areas.

Interpret data to inform insights and recommendations.

Uphold and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements.

The Opportunity

As part of the Managed Services team you will lead the delivery of outsourced accounting and reporting services for family office clients. As a Senior Associate, you will analyze complex problems, mentor junior team members, and maintain elevated standards while building meaningful client relationships. This role offers the chance to enhance your technical knowledge and personal brand while navigating the dynamic landscape of outsourced finance solutions.

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

What You Must Have

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

What Sets You Apart

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

Learn more about how we work: https://pwc.to/how-we-work

PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy.

As PwC is an?equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law.?

For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.

The salary range for this position is: $72,000 - $212,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance

PwC

Go to Apply

Share this job

Similar Jobs

Account Manager - Global Specialty Financial Lines

The Hartford • Danbury, CT • 1h ago

Finance, Accounting & Banking

Account Manager - OA09HN We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals - an...

1h ago

Go to Apply

Manager, Content Accounting - TV Networks

NBC Universal • Englewood Cliffs, NJ • 1h ago

Finance, Accounting & Banking

NBCUniversal is one of the world's leading media and entertainment companies. We create world-class content, which we distribute across our portfolio of film, television, and streaming, and bring to life through our them...

1h ago

Go to Apply

Accountant

all area realty services inc • Floral Park, NY • 2h ago

Finance, Accounting & Banking

Accountant wanted by All Area Realty Services Inc. in Floral Park, NY. Need to prepare andexamine financial statements to ensure accuracy and compliance with GAAP; maintain general ledger accounts, review journal entries...

2h ago

Go to Apply

Accounting Department Future Employment Opportunities

Penske Automotive • Fairfield, CT • 2h ago

Finance, Accounting & Banking

DRIVE YOUR CAREER TO THE NEXT LEVEL About Us Penske Automotive Group (PAG) is an industry leading transportation services company operating more than 350 automotive retail and service locations across the globe. We are a...

2h ago

Go to Apply

Security Professional - Full-Time Bank Patrol

Allied Universal • Bronx, NY • 13h ago

Finance, Accounting & Banking

Allied Universal®, North America's leading security and facility services company, offers rewarding careers that provide you a sense of purpose. While working in a dynamic, welcoming, and collaborative workplace, you wil...

13h ago

Go to Apply

Security Professional - Bank Lobby Rounds

Allied Universal • White Plains, NY • 13h ago

Finance, Accounting & Banking

13h ago

Go to Apply

Security Guard - Bank Lobby Patrol Part-Time

Allied Universal • Bronx, NY • 13h ago

Finance, Accounting & Banking

13h ago

Go to Apply

AI&Data Data Management Solutions Manager - Banking

Deloitte • Stamford, CT • 13h ago

Finance, Accounting & Banking

Join our AI & Engineering team in transforming technology platforms, driving innovation, and helping make a significant impact on our clients' success. You'll work alongside talented professionals reimagining and re-...

13h ago

Go to Apply

AI&Data Technical Data Management Manager - Banking

Deloitte • Stamford, CT • 13h ago

Finance, Accounting & Banking

13h ago

Go to Apply

Security Officer - Bank Perimeter Patrols

Allied Universal • White Plains, NY • 13h ago

Finance, Accounting & Banking

13h ago

Go to Apply

Subscribe to get new jobs sent directly to you
(no charge, cancel anytime)

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.