Manager, Client Accounting & Advisory Services
Wiss & Company, LLP • Florham Park, New Jersey, United States • Posted May 16, 2026
About the Role
Overview:
Wiss is seeking to add a Manager to its Client Accounting Advisory Services (CAAS) team with a multi-family office concentration. Wiss's fully integrated Family Office strategy provides a diverse array of service offerings to support high/ultra-high net worth clients. This position will reside in our Florham Park, NJ office with hybrid work arrangement.
Core Responsibilities:
Wiss is seeking to add a Manager to its Client Accounting Advisory Services (CAAS) team with a multi-family office concentration. Wiss's fully integrated Family Office strategy provides a diverse array of service offerings to support high/ultra-high net worth clients. This position will reside in our Florham Park, NJ office with hybrid work arrangement.
Core Responsibilities:
- Oversee and manage day-to-day financial operations for high net worth individual and entity clients, ensuring accuracy, timeliness, and compliance.
- Serve as a primary point of contact for clients, delivering high-touch service and building long-term relationships.
- Review and approve bill payments, check runs, and wire transfers, maintaining strong internal controls and cash management practices.
- Supervise the preparation and review of bank, brokerage, and credit card reconciliations. ...