Beacon Hill · 1 week ago
Wealth Management Accounting Manager
Washington, DC
Full-time
Onsite
Senior Level
$130K/yr - $160K/yr
6+ years expBeacon Hill is seeking an experienced Wealth Management Accounting Manager to support accounting operations within a financial services-oriented environment. This role involves overseeing day-to-day accounting activities, managing a team, and ensuring accurate financial reporting across multiple accounts and entities.
Staffing Agency
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
Qualification
Required
6-10+ years of progressive accounting experience
People management experience is required
CPA required
Bachelor's degree in Accounting, Finance, or a related field
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
Preferred
advanced degree preferred
Experience within wealth management, financial services, professional services, or a multi-entity environment preferred
Benefits
Medical
Dental
Vision
Federal and state leave programs
Company
Beacon Hill
Beacon Hill was founded to set a new standard in search, career placement and flexible staffing.
1001-5000 employees
H1B Sponsorship
Beacon Hill has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
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Trends of Total Sponsorships
2025 (38)
2024 (94)
2023 (76)
2022 (60)
2021 (77)
2020 (86)
Funding
Current Stage
Late StageLeadership Team
Amber Leslie
Executive Assistant to CEO
Amy Van Sicklin
Chief Culture Officer
Recent News
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