Advisory Manager – UHNW
Lead advisory and business services for UHNW clients. Requires CPA, 7+ years experience. Offers competitive salary, full-time remote flexibility, and growth opportunity.
The Advisory Manager – UHNW role stands out for professionals seeking both challenge and reward. This position is a full-time, remote opportunity with a strong focus on servicing ultra-high-net-worth clients. The salary ranges from $110,000 to $140,000 depending on experience and also promises a people-centered work culture.
The role requires a CPA license and a blend of public and industry accounting experience, especially within family offices or wealth management. The team looks for leaders with at least seven years in the field, and three to five years working closely with UHNW portfolios. An entrepreneurial mindset, strong communication, and management abilities are essential to thrive here.
Day-to-Day Responsibilities and Expectations
This job revolves around providing tailored advisory and accounting services to private clients with complex wealth structures. Day-to-day tasks include outsourced accounting, financial reporting, and ERP-system integration for efficiency.
The Advisory Manager oversees teams handling trust, LLC, and partnership accounting, insurance renewals, and billing workflows. There’s also significant involvement in succession planning and M&A support.
Mentoring junior staff, ensuring operational accuracy, and frequent interaction with senior leaders and clients define the working environment. The position mixes remote teamwork with high self-management expectations, leveraging tools like QuickBooks and NetSuite daily.
Pros: What Sets This Job Apart
The chance to work remotely allows more flexibility in balancing personal and professional lives. The salary is highly competitive for the experience and expertise required in this sector.
This employer cultivates a positive, inclusive, and growth-oriented atmosphere, with a proven record as a top place to work. Dedicated programs for staff development and a strong sense of community further enhance job satisfaction.
Points à prendre en compte : Inconvénients
Candidates should be ready for high expectations, especially in technical and complex accounting scenarios. The workload may spike during critical reporting or implementation phases.
Management and leadership skills are crucial as the role involves mentoring and leading junior professionals. Applicants need to handle client interface with the utmost professionalism and discretion, as UHNW clients require impeccable service.
Verdict : Qui devrait postuler ?
If you are a CPA with substantial management, family office, or UHNW accounting experience, this role is highly recommended. It offers a rewarding career path, modern workspace flexibility, and exposure to some of the most challenging and dynamic areas of advisory accounting.
