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Job Description

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

- Lead the execution of thorough accounting and reporting services

- Analyze intricate issues and provide practical solutions

- Mentor junior team members to enhance their skills

- Uphold exceptional standards in service delivery and client interactions

- Build and maintain sturdy relationships with clients

- Enhance personal brand and technical knowledge

- Navigate the complexities of outsourced finance solutions

- Collaborate with cross-functional teams to drive success

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to [email protected] learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.

Skills and Requirements

Bachelor's Degree in Accounting

At least 3-4 years of experience working in a managed services or outsourced accounting environment for clients in asset and wealth management (hedge fund, private equity, venture capital, high net worth, family office clients)

In-depth proficiency with Sage Intacct: booking journal entries, generating and analyzing reports, report writing experience.

Strong experience with Addepar reporting or similar investment reporting tools.

Tax technical background – having experience working on tax for AWM clients (private equity, funds, family offices). Preferred: Familiarity with investment report aggregation tools.

private equity or family office clients