Accounting Manager
Location: Phoenix, AZ
Work Arrangement: Hybrid
Role Overview
Our client is seeking an experienced Accounting Manager to join their Phoenix‑based team and support a highly established accounting function within a financial services organization. This role is intended for a seasoned accounting professional who can operate both hands‑on and at a leadership level, ensuring accuracy, consistency, and continuity across core accounting processes.
The Accounting Manager will play an important role supporting internal teams and accounting activities related to high net worth (HNW) and ultra‑high net worth (UHNW) individuals and families, working within a structured, regulated environment. While the firm operates in financial services, this position is an accounting‑focused role and is not designed as a transition into financial advising or client advisory tracks.
Key Responsibilities
- Oversee day‑to‑day accounting operations, ensuring accuracy, timeliness, and adherence to established policies and procedures
- Manage and execute month‑end and year‑end close processes
- Supervise, review, and support the work of accounting staff
- Support accounting activities related to high net worth and ultra‑high net worth client structures, including entities, trusts, and complex financial arrangements
- Maintain and strengthen internal accounting controls and documentation
- Partner with internal leadership to support reporting, operational needs, and workflow improvements
- Identify recurring issues, recommend solutions, and proactively improve accounting processes
- Ensure continuity and consistency of accounting operations during a planned leadership transition
Qualifications
- Previous experience as an Accounting Manager or in a senior‑level accounting role
- Experience working in environments supporting high net worth or ultra‑high net worth individuals, families, or closely held entities
- Strong technical accounting foundation and comfort owning core accounting responsibilities
- Experience in financial services, family office, professional services, or similarly structured environments preferred
- Strong attention to detail, organizational skills, and ability to manage competing priorities
Nice to Have
- Exposure to accounting for trusts, multiple legal entities, or complex ownership structures
- Prior experience in a family office or wealth‑management environment
- Leadership or mentorship experience within an accounting team
Why This Role
- Strong emphasis on work‑life balance compared to traditional public accounting environments
- Meaningful accounting work supporting sophisticated client structures without excessive client volume
- Stable, collaborative team environment
- Clear role definition, expectations, and leadership scope