Wealth Management Accounting Manager
Wealth Management Accounting Manager
Washington, District of Columbia
|Direct (Permanent) Full Time
|$ 130,000 - $ 160,000 per year
Washington, District of Columbia
Direct (Permanent) Full Time
$ 130,000 - $ 160,000 per year
January 15, 2026
|Job ID: J62024101C_1768438813
January 15, 2026
Job ID: J62024101C_1768438813
Job Summary
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Job Title: Wealth Management Accounting Manager
Overview
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.
Key Responsibilities
- 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
Qualifications
- 6-10+ years of progressive accounting experience
- People management experience is required
- CPA required; advanced degree preferred
- 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
J62024101C_1768438813
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About Beacon Hill
Beacon Hill is an Equal Opportunity Employer that values the strength diversity brings to the workplace. Individuals with Disabilities and Protected Veterans are encouraged to apply.
Founded by industry leaders to set a new standard in search, career placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service, a commitment to project completion and success and a passion for innovation, creativity and continuous improvement.
Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries. Over time, office locations, specialty practice areas and service offerings will be added to address ever changing constituent needs.
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