Managed Services Manager – Private ASR, Family Office

PwC

. Manage private client accounting workstreams and coordinate deliverables for family office engagements .

Posted 10/23/2026full-timeUnited StatesMid-LevelSenior💰 $99,000 - $252,450 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing private client accounting workflows, financial reporting, and team leadership within family office engagements. Proficient in utilizing Addepar for reporting and reconciliations while applying knowledge of accounting standards and internal controls.

Highest-signal resume keywords

Addepar ReportingPrivate Wealth AccountingFinancial Statement PreparationTeam LeadershipBudgeting And Forecasting

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisAccount ReconciliationFinancial ReportingAccounting Policy ApplicationProcess Improvement

Soft Skills

CoachingCommunicationTime Management

Tools & Technologies

AddeparDigital Tools

Certifications & Qualifications

Bachelor's Degree

Industry Keywords

Family OfficePrivate Wealth StructuresInternal ControlsFinancial Reporting Standards

About the role

Key responsibilities & impact

Manage private client accounting workstreams and coordinate deliverables for family office engagements
Review financial records, general ledger activity, and account reconciliations to support accurate reporting
Oversee preparation of financial statements, management reports, and supporting schedules using Addepar and other digital tools
Analyze financial data, trends, and variances to identify reporting and decision-making issues
Guide team members through budgeting, forecasting, and accounting policy applications across complex client portfolios
Monitor work progress, timelines, and service commitments while balancing multiple client priorities
Coach staff on accounting practices, transaction processing, and reporting controls
Communicate with client leaders to address questions, clarify financial information, and resolve accounting issues
Develop process improvements to strengthen record keeping, reporting accuracy, and workflow efficiency
Apply knowledge of private wealth structures, financial reporting standards, and technology-enabled service delivery

Requirements

What you’ll need

At least a Bachelor's degree
At least 4 years of experience
Experience with Addepar reporting, reconciliations, and portfolio data
Experience managing private wealth accounting workflows for family office clients
Experience leading client service teams across budgeting, execution, and deliverables
Experience coaching staff through accounting, reporting, and control activities
Experience developing technology-enabled approaches for complex financial information
Knowledge of accounting matters, internal controls, and ownership structures
Ability to work in the United States without requiring now or future PwC sponsorship through the H-1B lottery, except as permitted by PwC policy
Ability to travel up to 20%

Benefits

Comp & perks

Annual discretionary bonus
Medical insurance
Dental insurance
Vision insurance
401k
Holiday pay
Vacation
Personal and family sick leave