Accounting Manager

OVERVIEW

Accounting Manager - Wealth Services

Location: On-Site

At Alera Group, our Wealth Services team supports individuals and families in building, protecting, and transferring wealth through comprehensive financial planning and investment strategies. We're seeking a Accounting Manager who will contribute to client relationships, financial strategy, and operational excellence.

About Alera Group

Founded in 2017, Alera Group has grown to become the 14th largest broker of U.S. business. We are passionate about our clients' success in Employee Benefits, Property & Casualty Insurance, Retirement Plan Services, and Wealth Services. With offices nationwide, our collaborative approach allows us to deliver national strength with local service.

Why Alera Group

• Meaningful Impact: Help clients and employees navigate benefits programs that drive retention, engagement, and satisfaction

• Growth & Learning: Opportunities to deepen your expertise and gain exposure to a variety of clients and industries

• Collaborative Culture: Work in a team-oriented environment that values accountability, partnership, and the principles of The Collaborative Way

RESPONSIBILITIES

What You'll Do / Your Impact

Client Experience & Advisory Support

• Support internal stakeholders by providing accurate financial reporting and timely accounting support
• Partner with leadership and internal teams to respond to financial questions and support informed decision‑making
• Assist with special projects and client‑related tax preparation needs as required

Operational & Compliance Excellence

• Manage bi‑weekly payroll processing and commission calculations
• Oversee accounts receivable and accounts payable functions
• Perform cash management activities and account reconciliations
• Lead month‑end close processes and prepare financial statements and management reports
• Ensure accounting records, payroll, and reporting align with internal standards and regulatory requirements
• Maintain confidentiality and integrity of financial data and records
• Leverage systems and tools such as QuickBooks and Microsoft Office to support accurate accounting operations

Growth & Retention

• Support firm growth by ensuring scalable, accurate accounting processes
• Identify opportunities to improve accounting workflows, reporting, and operational efficiency
• Contribute to special projects that support business expansion and financial strategy

QUALIFICATIONS

What You Bring

Required

• 3+ years of hands‑on accounting experience, including exposure to payroll, AR/AP, and financial reporting
• Strong analytical, problem‑solving, and communication skills
• Experience managing multiple priorities and meeting deadlines in a fast‑paced environment
• Hands‑on experience with QuickBooks and Microsoft Office
• Ability to work with highly confidential financial information

Preferred

• Bachelor's degree in Accounting
• CPA or CPA candidate
• Experience with individual tax preparation
• Experience with Salesforce

Core Competencies

• Analytical mindset
• Relationship‑building
• Integrity, discretion, and professionalism when handling sensitive financial information

ADDITIONAL INFORMATION

Compensation:

Salary range: $100,000 - $130,000 per year

Benefits:

Alera Group offers comprehensive benefits including medical, dental, vision, life and disability coverage, 401(k), generous PTO, and more.

Work Model:

This role is In-Office

Professional Development - Alera Group Academy

At Alera Group, growth isn't left to chance. Through Alera Group Academy, we provide structured development opportunities designed to help you expand your expertise and build a meaningful career.

You'll have access to:

• Role-specific learning paths

• Leadership development programs

• Technical and compliance training

• Industry certifications and continuing education support

• Peer learning and knowledge-sharing communities

Whether you're deepening technical expertise or preparing for leadership, we're invested in helping you grow.

Licensure & Certifications (If Applicable)

This position may require:

• Active FINRA licenses required or ability to obtain within the agreed upon timeline after hire

• CFP preferred or encouraged

• Ongoing continuing education to maintain active status

We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status, or any other protected class.

Alera Group is committed to protecting your privacy. Please review our Privacy Policy to understand what personal information we may collect and use as part of your application process.

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Location Type

In-Office