Accounting Manager, Private Client Accounting

Company Overview

Every firm has a culture – the values, beliefs, methodology, attitudes and standards that reflect an organization’s DNA. But the truly inspiring firms – the game-changers, the industry leaders and the disruptors – have cultures that propel them to innovate and stand out. At Brown Advisory, we aim to be one of those inspired firms. Over the years, we have purposefully built and nurtured our client-first culture.

Brown Advisory is an independent investment management and strategic advisory firm committed to delivering a combination of first-class performance, strategic advice and the highest level of client service. The firm’s clients—including individuals, families, family offices, endowments, foundations, charities, institutions, consultants, and financial intermediaries—are served by over 950 colleagues worldwide, all of whom are equity owners of the firm. 

Abu Dhabi | Austin | Baltimore | Boston | Delaware | Frankfurt | London | Nashville | New York | North Carolina | San Francisco | Singapore | Southern California | Tokyo | Virginia | Washington, D.C

Brown Advisory is seeking to hire an Accounting Manager for the Private Client Accounting team. The individual who fills this role will be responsible for: leading financial operations for high-net-worth clients, overseeing bookkeeping, reporting, and administrative functions, and managing a group of private client accounting professionals. This role manages a team delivering CFO-level services, ensuring accurate execution of transactions, financial analysis, and reporting. This role also coordinates team activities, maintains client and vendor relationships, and safeguards client assets. The ideal candidate is someone who thrives in a fast-paced environment, embraces change, and proactively solves problems to drive efficiency and client value.

The ideal candidate will have the ability to embrace change and adapt in a fast-paced environment, while also proactively focusing on day-to-day activities. The Accounting Manager should be able to identify needs and propose solutions to successfully complete projects on time collaboratively and within a time-constrained environment. They must also enjoy problem solving and the generation of new ideas that drive efficiency and opportunity for the client.

Essential Functions/Responsibilities:

• Lead daily operations and team management for the Family Office Client Accounting group.

• Participate in family office client relationships as member of the team.

• Oversee process execution and drive continuous improvements.

• Lead onboarding of new clients and support ongoing client relationships.

• Manage banking relationships and approve fund flows.

•     Respond to family and business requests and inquiries.

•     Oversee banking relationships.

•     Manage and approve fund flows for client bank accounts.

•     Review and develop regular reporting tools for clients to understand liquidity and cash flow.

•     Responsible for oversight of all financial activity, including: reconciling accounts, forecasting cash, and preparing financial statements.

•     Work closely with tax advisors for document requests and timely payment of tax liability by jurisdiction. Interact with trustees and counsel to facilitate distribution determinations and information flow.

•     Lend support with various ad-hoc requests (e.g. presentations, tax reports, special projects).

Desired Qualifications

• 7+ years of relevant experience, including 3+ years in management.

• CPA required; Master’s degree preferred.

• Bachelor’s Degree in Accounting, Finance or Corporate Finance (Masters – Post Graduate degrees – strongly preferred).

• Background in partnership accounting or tax, ideally with family office or investment firms.

• Proficient in QuickBooks, Excel, and Salesforce.

• Strong analytical, communication, and leadership skills.

• High attention to detail, sound judgment, and discretion.

• Client-focused, adaptable, and solutions-oriented.

• Experience with process improvement and team development.

• Comfortable handling both accounting and broader family office services.

• Ability to work in an office 5 days (Norfolk, Baltimore, or Washington DC)

• Ability to travel domestically between office locations on a frequent basis.

Competencies:

This person must:

• Be a self-starter and a confident individual.

• Act with integrity (handle confidential information with utmost discretion, trust own judgment when “alarm bells” go off, etc.).

• Analyze data effectively & make recommendations that incorporate both the results of the analysis along with the preferences of the owners.

• Take a solution-oriented approach; solve problems by recommending strategies that will serve the client’s needs and best interests over the long term.

• Drive continuous improvement; be innovative and creative, always striving to improve efficiency and quality of services.

• Possess exceptional interpersonal and communication skills, both verbal and written.

• Exhibit accountability and ownership.

• Be client centric-always have the client’s objectives in mind.

• Apply a disciplined approach (be organized, thorough and have good follow-through skills).

• Foster effective teams and be a proven leader (managing and developing junior professionals).

• Be flexible and demonstrate resiliency in a high demand environment.

Applicants must be authorized to work in the United States without the need for current or future employer-sponsored work authorization (e.g., H-1B , O-1, F-1 (OPT), TN, or any other non-immigrant visa classifications that require employer support or sponsorship).

MD Salary: $135-150k.

DC Salary: $148-165k. Commensurate with experience and location. Does not include bonus or long term incentive eligibility (if applicable).

Benefits

At Brown Advisory we offer a competitive compensation package, including full benefits.
•    Medical
•    Dental
•    Vision
•    Wellness program participation incentive
•    Financial wellness program
•    Fitness event fee reimbursement
•    Gym membership discounts
•    Colleague Assistance Program
•    Telemedicine Program (for those enrolled in Medical)
•    Adoption Benefits
•    Daycare late pick-up fee reimbursement
•    Basic Life & Accidental Death & Dismemberment Insurance
•    Voluntary Life & Accidental Death & Dismemberment Insurance
•    Short Term Disability
•    Paid parental leave
•    Group Long Term Disability
•    Pet Insurance
•    401(k) (50% employer match up to IRS limit, 4 year vesting)

Brown Advisory is an Equal Employment Opportunity Employer.