Managed Services - Family Office Accounting - Senior Associate

Managed Services Senior Associate

At PwC, our people in managed services focus on a variety of outsourced solutions and support clients across numerous functions. These individuals help organizations streamline their operations, reduce costs, and improve efficiency by managing key processes and functions on their behalf. They are skilled in project management, technology, and process optimization to deliver high-quality services to clients. Those in managed service management and strategy at PwC will focus on transitioning and running services, along with managing delivery teams, programs, commercials, performance and delivery risk. Your work will involve the process of continuous improvement and optimization of the managed services process, tools, and services. 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:

• Respond effectively to the diverse perspectives, needs, and feelings of others.
• Use a broad range of tools, methodologies, and techniques to generate new ideas and solve problems.
• Use critical thinking to break down complex concepts.
• Understand the broader objectives of your project or role and how your work fits into the overall strategy.
• Develop a deeper understanding of the business context and how it is changing.
• Use reflection to develop self-awareness, enhance strengths, and address development areas.
• Interpret data to inform insights and recommendations.
• Uphold and reinforce professional and technical standards, the Firm's code of conduct, and independence requirements.

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

PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy.

For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws.

The salary range for this position is: $72,000 - $212,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws.

PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link.