Job Details:
SEC Reporting & Technical Accounting Manager (Wealth Advisory)
Location: St. Petersburg, FL (Hybrid: 2 days on-site required)
Liberty Personnel is working with a dynamic, rapidly growing wealth advisory firm dedicated to providing comprehensive financial planning and investment management services to high-net-worth individuals and families. We are seeking a highly skilled and strategic SEC Reporting & Technical Accounting Manager to lead our external reporting process and serve as the firm's primary expert on complex technical accounting matters and U.S. GAAP compliance.
Key Responsibilities
The SEC Reporting & Technical Accounting Manager will be responsible for the accuracy, completeness, and timely filing of all external financial reports. Key duties include:
- SEC Reporting: Lead the preparation, review, and filing of all SEC documents, including Forms 10-K, 10-Q, 8-K, and proxy statements. Ensure compliance with Regulation S-X and S-K, and XBRL tagging requirements.
- Technical Accounting Research: Act as the firm's authority on U.S. GAAP and SEC reporting rules. Research, analyze, document, and implement accounting treatment for complex, non-routine transactions (e.g., acquisitions, debt, equity issuances, revenue recognition under ASC 606, and new accounting standards).
- Internal Control (SOX): Partner with internal audit to maintain and document the integrity of the financial reporting environment, including design and testing of controls relevant to the external reporting process.
- Policy & Procedure: Develop, update, and maintain the company's accounting policies and procedures manual to reflect current GAAP and SEC regulations.
- External Audit Liaison: Coordinate closely with external auditors on SEC reporting matters and technical accounting positions, ensuring smooth and timely completion of audits and reviews.
- Collaboration: Work cross-functionally with Legal, Investor Relations, Treasury, and FP&A teams to gather necessary inputs for disclosures and support the accurate presentation of financial information.
Required Qualifications
- Education & Experience: Bachelor's degree in Accounting or Finance.
- Professional Certification: CPA certification is required. A FINRA license/certification (e.g., Series 27/28) may be considered in lieu of a CPA, depending on specific, relevant experience in SEC reporting for financial services.
- Public Accounting Experience: 5+ years of progressive accounting experience, with at least 3 years of direct experience focused on SEC reporting and technical accounting. Must include significant experience at a Big 4 or large public accounting firm.
- Technical Expertise: Expert-level knowledge of U.S. GAAP, SEC rules and regulations, and financial reporting systems (e.g., Workiva, Hyperion, or similar reporting tools).
- Industry Knowledge: Strong understanding of accounting principles specific to the financial services or wealth advisory industry is highly preferred.
Preferred Skills and Traits
- Experience in a public company that has recently completed an IPO or significant M&A activity.
- Exceptional analytical, organizational, and project management skills.
- Strong verbal and written communication skills, with the ability to effectively translate complex technical concepts into clear disclosures.
Compensation & Work Environment
- Salary Range: The estimated salary for this role is competitive and commensurate with experience, generally falling in the range of $115,000 to $145,000 annually, plus a performance-based bonus.
- Work Arrangement: This is a hybrid position based in St. Petersburg, FL. The employee is required to work on-site a minimum of two days per week.
To apply, please send resume to: dm@libertyjobs.com