Accounting - Accounting Manager

Kestra Holdings offers industry-leading wealth management platforms for independent wealth management professionals nationwide. Kestra is dedicated to empowering independent financial professionals—including traditional and hybrid RIAs—to grow their businesses and deliver exceptional client service. We combine advanced business management technology with personalized consulting to provide unmatched scale, efficiency, and support. Our advisor-focused culture is built on innovation and advocacy, enabling advisors to offer comprehensive securities and investment advisory solutions to their clients.

Lead with Purpose. Partner with Impact.

The Accounting Manager is responsible for overseeing daily accounting operations, guiding and mentoring staff, and ensuring the accuracy and integrity of financial reporting. This role also plays a critical role in managing project milestones, enhancing internal controls, leveraging technology for efficiency, and driving operational excellence across the accounting function.

What you’ll Do:

• Lead and direct accounting staff in the day-to-day performance of their jobs. Monitor team productivity and provide performance evaluations, constructive feedback, mentorship, and discipline as needed.
• Manage and support M&A initiatives, including financial due diligence, transaction accounting assessments, and coordination of post‑acquisition onboarding and integration activities.
• Perform complex accounting analysis to validate financial statements and identify potential errors. Delivers a variety of financial reports to communicate results and trends to Executive leadership.
• Assess and enhance accounting workflows to improve efficiency and accuracy, ensuring full compliance with internal policies and all relevant legal and regulatory standards.
• Drive the successful completion of departmental and project milestones by identifying potential challenges early and implementing effective solutions and recommendations.
• Research and interpret accounting standards to develop and refine internal processes and procedures. Design strategies to strengthen internal controls and reduce organizational risk.
• Develop and maintain appropriate schedules for accruals, amortization, and other accounting transactions.
• Automate and leverage technology to streamline processes and improve accuracy.
• Perform other duties as assigned.
  
  

What You Bring:

• 5 years progressive experience in Accounting or Finance.
• 1-2 years previous management experience.
• Bachelor’s degree in Accounting or Finance related field required. MBA, MAcc, or CPA preferred.
• Thorough knowledge of GAAP and a strong understanding of established accounting policies and procedures.
• Exceptional critical thinking abilities with an initiative-taking approach to planning, prioritization, and conceptual problem-solving.
• Proven ability to collaborate effectively across all levels of the organization and with external partners, driving performance through creativity, strategic problem-solving, and results-oriented thinking.
• Excellent communication and analytical skills, coupled with adaptability, innovation, and a continuous improvement mindset for designing and enhancing processes.
• Demonstrated success in training, inspiring, and coaching team members to achieve individual and collective goals.
• Cultivates a collaborative, high-performing team culture that encourages accountability, innovation, and continuous improvement.
• Provides clear guidance, ongoing training, and meaningful professional development opportunities to support the growth and success of direct reports.
  
  

Internal Application Policy:

Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra. Internal applicants must also have a minimum of 1 year service in current role unless approved by EVP.

Benefits to support you:

• Competitive pay and benefits with a large employer (over 1600 employees nationwide)
• 401(k), health insurance, and a competitive benefits package
• Work in a supportive, collaborative environment committed to professional excellence
• Help clients navigate meaningful financial decisions with confidence
• Opportunities for training, development, and long-term growth within the firm
• Tuition reimbursement for qualified expenses
  
  

Kestra Values:

Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values: Serve, Make it Happen, and One team.

Explore Life at Kestra

Kestra Holdings Website: https://www.kestrafinancial.com/

Careers Portal: https://jobs.dayforcehcm.com/en-US/kestra/KESTRACAREERSITE

LinkedIn: https://www.linkedin.com/company/kestra-financial

Apply Today

Lead with purpose. Apply now and help shape the future of Kestra.

Disclosure By applying to a job at Kestra Financial, Inc., you are agreeing to the following statements:

• You acknowledge that if hired, Kestra Financial, Inc. may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.
• It is the policy of Kestra Financial to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Kestra Financial prohibits any such discrimination or harassment.