Manager, Client Accounting POST NUMBER: 308495
Accounting Manager, Private Client Services
Our client, a private investment and advisory organization, is seeking an Accounting Manager to support accounting and financial operations for a portfolio of private clients and related entities.
Location:
San Francisco, CA. This role is hybrid, with in-office expectations of three days per week.
Job Description:
This highly service-oriented role will combine hands-on accounting, review responsibilities, client relationship management, and process improvement. The ideal candidate brings strong private-client accounting experience, sound judgment, and an interest in using technology and automation to create more scalable and efficient accounting processes.
Responsibilities:
- Manage accounting responsibilities for an assigned portfolio of private clients and related entities, including payment and accounts payable activity
- Review accounting work for accuracy, completeness, appropriate treatment, and alignment with client-specific requirements
- Provide hands-on transactional accounting support when needed to resolve complex items or maintain continuity
- Research non-routine accounting matters and develop practical solutions based on the underlying client need
- Partner with advisory and finance teams to understand requests, anticipate downstream implications, and communicate recommendations
- Build trusted relationships with internal stakeholders through responsive communication and consistent follow-through
- Identify opportunities to simplify, standardize, and automate recurring accounting workflows
- Support the implementation and refinement of accounting systems, workflow tools, technology-enabled controls, and other process improvements
- Serve as a resource to junior accounting professionals by providing review, guidance, and knowledge sharing
- Collaborate across accounting and finance teams to improve consistency, efficiency, and overall client service
Requirements:
- 5 years of accounting experience, preferably within family office, private-client accounting, wealth management, professional services, or another highly service-oriented environment
- Strong hands-on experience with accounts payable, accounting operations, financial controls, and accounting for individuals or privately held entities
- Experience managing multiple client relationships, priorities, and non-routine requests while maintaining a high level of accuracy and service
- Proficiency with accounting systems, Excel, workflow tools, and technology-enabled processes, with an interest in automation and modernization
- Strong judgment, problem-solving, communication, and relationship-building skills, with the ability to partner effectively with client-facing and advisory teams
Compensation:
Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors, including but not limited to:
- The individual’s skill sets, experience, and training;
- Licensure and certifications;
- Office location and other geographic considerations;
- Other business and organizational needs.
With that said, as required by local law in geographies that require salary range disclosure, Vaco by Highspring notes that the salary range for the role is noted in this job posting. The individual may also be eligible for discretionary bonuses, and can participate in medical, dental, and vision benefits as well as the company's 401(k) retirement plan.
By submitting to this position, you are agreeing to be included in our talent pool for future hiring for similarly qualified positions.
EEO Notice
Vaco by Highspring is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by federal, state or local law.
Vaco by Highspring and its parents, affiliates, and subsidiaries are committed to the full inclusion of all qualified individuals. As part of this commitment, Vaco by Highspring and its parents, affiliates, and subsidiaries will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact HR@vaco.com.
Vaco by Highspring also wants all applicants to know their rights that workplace discrimination is illegal.
Representation Notice
By submitting to this position, you agree that you will be giving Vaco by Highspring the exclusive right to present your as a candidate for the foregoing employment opportunity. You further agree that you have represented information about yourself accurately and have not affirmatively misrepresented your qualifications. You also agree to maintain as confidential, to the fullest extent permitted by law, any information you learn from Vaco by Highspring about the position and you will limit disclosure of information about the position only to the extent necessary to perform any obligations in furtherance of your application. In exchange, Vaco by Highspring agrees to exercise reasonable efforts to represent you through all solicitation, job screening and resume dispersal.
For residents of Ontario, Canada: Based on Highspring’s discussions with its Client, Highspring’s understanding is that this position for employment is a current vacancy (either through Highspring as a contractor or with the client directly).
Privacy Notice
Vaco by Highspring and its parents, affiliates, and subsidiaries (“we,” “our,” or “Vaco by Highspring”) respects your privacy and are committed to providing transparent notice of our policies.
- California residents may access Vaco by Highspring HR Notice at Collection for California Applicants and Employees here.
- Virginia residents may access our state specific policies here.
- Residents of all other states may access our policies here.
- Canadian residents may access our policies in English here and in French here.
- Residents of countries governed by GDPR may access our policies here.
Additionally, submissions to this position are subject to the use of AI to perform preliminary candidate screenings, focused on ensuring minimum job requirements noted in the position are satisfied. More details about Vaco by Highspring’s use of AI can be found here (https://www.highspring.com/ai-use-notices/). Further assessment of candidates beyond this initial phase will be conducted by recruiters and hiring managers. Vaco by Highspring does not know and cannot opine on if its client’s use of AI products in hiring.
Pay Transparency Notice
Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to:
- the individual’s skill sets, experience and training;
- licensure and certification requirements;
- office location and other geographic considerations;
- other business and organizational needs.
With that said, as required by local law, Vaco by Highspring believes that the following salary range referenced above reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure. The individual may also be eligible for discretionary bonuses.