RESUME AND JOB
PwC
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:
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
72,000 - 184,440 USD / yearly
Up to 20%
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PwC
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:
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
72,000 - 184,440 USD / yearly
Up to 20%
Get personalized recommendations to optimize your resume specifically for Managed Services - Family Office Accounting- Senior Associate. Takes only 15 seconds!
Find out how well your resume matches this job's requirements. Get comprehensive analysis including ATS compatibility, keyword matching, skill gaps, and personalized recommendations.

No related jobs found at the moment.
© 2025 Pro Partners. All rights reserved.