Managed Services - Private Asr - Family Office / Addepar Manager

The Opportunity

As a Managed Services - Private Asr - Family Office / Addepar Manager you will guide client service work focused on finance and accounting activities, including financial analysis, budgeting, forecasting, financial record management, and support for compliance with accounting standards. As a Manager you will lead teams, coach and develop staff, manage client accounts, and oversee workstreams by applying judgment, planning, and technology to deliver dependable outcomes. In this role at PwC, you will help private family office clients navigate financial reporting needs, identify process improvements, and develop deliverables that support informed decision-making within our Assurance practice.

Responsibilities

• Managing private client accounting workstreams and coordinating deliverables for family office engagements

• Reviewing financial records, general ledger activity, and account reconciliations to support accurate reporting

• Overseeing preparation of financial statements, management reports, and supporting schedules using Addepar and other digital tools

• Analyzing financial data, trends, and variances to identify issues that affect reporting and decision making

• Guiding team members through budgeting, forecasting, and accounting policy applications across complex client portfolios

• Monitoring work progress, timelines, and service commitments while balancing multiple client priorities

• Coaching staff on accounting practices, transaction processing, and reporting controls

• Communicating with client leaders to address questions, clarify financial information, and resolve accounting issues

• Developing process improvements that strengthen record keeping, reporting accuracy, and workflow efficiency

• Applying knowledge of private wealth structures, financial reporting standards, and technology-enabled service delivery

What You Must Have

• At least a Bachelor's degree

• At least 4 years of experience

What Sets You Apart

• Managing private wealth accounting workflows for family office clients

• Experience with Addepar reporting, reconciliations, and portfolio data

• Leading client service teams across budgeting, execution, and deliverables

• Coaching staff through accounting, reporting, and control activities

• Developing technology-enabled approaches for complex financial information

• Navigating accounting matters, internal controls, and ownership structures

The salary range for this position is: $99,000 - $252,450. For residents of Washington state the salary range for this position is: $99,000 - $297,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. 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: https://pwc.to/benefits-at-a-glance

As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law.

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: https://pwc.to/H-1B-Lottery-Policy.

Learn more about how we work: https://pwc.to/how-we-work

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. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.

Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: https://pwc.to/us-application-deadlines