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Full-time
bachelor degree, postgraduate degree
Competitive salary, Paid time off, Paid holidays, 401(k) with match
Posted 75d ago
Apply by Jun 30
~40 hrs/week
Responsibilities
The Senior Accountant will manage comprehensive financial records, bill pay, and cashflow planning for high-net-worth family clients. They are also responsible for preparing financial reports, overseeing junior staff, and maintaining household payroll.
Requirements
Candidates should have a bachelor's degree in Accounting, Economics, or Finance and 3-5 years of related experience. Proficiency in QuickBooks and Microsoft Office is required, with a CPA designation preferred.
Full job description
Posting Description
Who We Are:
Wealthspire is a leading wealth management, retirement advisory, and business management firm serving individuals, families, endowments, and institutions across the United States, Canada, and the United Kingdom. We provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services—empowering clients to navigate complexity with clarity and confidence. With over 1,200 employees across more than 40 offices, we deliver insights and solutions backed by deep research, technology, and decades of expertise. Our collective businesses create a unified ecosystem designed to meet clients wherever they are in their financial journey. Wealthspire is redefining the future of financial solutions through collaboration, scale, and a steadfast commitment to putting people first—our clients, our colleagues, and our communities.
Summary:
Fast-paced and rapidly growing wealth management firm with offices in Boca Raton, FL, Melville, NY and New York City is seeking an experienced Family Office Accounting Manager. In this position, you will be responsible for maintaining the comprehensive financial records of our high-net-worth family clients. The successful candidate will work directly supporting our Family Office Accounting team to handle the accounting and financial reporting needs of a select group of high-net-worth families, accomplished executives, business owners, elite athletes, and entertainers. If you believe you are a high performer who would thrive in this environment, the Senior Family Office Accountant role is an excellent opportunity to expand hands on experience in the wealth management industry. We believe with the right talent and desire to grow; we can train and onboard you to succeed in your role.
Responsibilities:
Prepare and execute all accounting functions necessary to report on the financial position of select ultra-high net-worth clients.
Oversee bill pay functions
Handles day to day for accounts payables functions including vendor management, invoice review and creation of wires for approval.
Prepare cashflow planning for high net-worth clients including budgeting and forecasting.
Prepare/detail review timely and accurate financial reports and analyses.
Perform ad‐hoc financial analyses and execute projects as required.
Maintain client household payroll.
Oversee/train junior staff to ensure accuracy of books and records.
Liaise and develop strong working relationships with internal service team members.
Qualifications:
Bachelor's degree in Accounting, Economics, or Finance. Master's preferred
CPA designation is preferred
3-5 years of related experience
Financial Industry/Family Office experience a plus
Expert in QuickBooks accounting software
Knowledge and expertise in Microsoft Office products.
Excellent attention to detail with high accuracy, excellent organizational skills
Excellent communication and interpersonal skills
“Roll up your sleeves” work ethic, tenacity, and willingness to go the extra mile
Resourceful, decisive, critical thinker
Must be a team player, enthusiastic and reliable
Diversity, Equity, Inclusion, and Belonging at Wealthspire
Wealthspire is committed to fostering an inclusive work environment that values diversity as a fundamental asset. Research substantiates that diverse teams are not only more innovative but also make more informed decisions, leading to increased employee engagement and client satisfaction.
Equal Opportunity: We are an equal opportunity employer. All employment decisions are based on qualifications, merit, and business needs. We do not discriminate on the basis of race, religion, color, gender, age, national origin, sexual orientation, marital status, veteran status, or disability status.
Culture Add Over Culture Fit: Rather than seeking candidates who merely fit into our existing culture, we prioritize those who will add new dimensions to it. We welcome individuals who bring unique perspectives, experiences, and skills that enrich our team and client interactions.
Inclusive Excellence: We believe that true excellence can only be achieved in an environment where every employee feels empowered and included. Our commitment to diversity extends beyond hiring practices to every facet of our business.
Do you see yourself excelling in this position?
Don't hesitate to apply, even if you don't meet every qualification on the list. We recognize that career journeys are as unique as individuals themselves, and valuable skills can come in various forms. We're eager to learn about your unique talents and experiences.
What We Offer:
Wealthspire Advisors is proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, and more. The base salary range for this position is $80,000-$90,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
Wealthspire is an inclusive Equal Employment Opportunity employer.
NFP, an Aon company, helps companies and individuals address today’s most significant Risk Capital and Human Capital challenges.
With colleagues across the U.S., Canada, UK and Ireland, and global capabilities enhanced by the Aon advantage, NFP serves a diversity of clients, industries and communities. Our collaborative team provides specialized expertise and customized solutions, including property and casualty insurance, employee benefits, life insurance, executive benefits, wealth management and retirement plan advisory.
Risk Capital
We provide proactive management of complex risks. Managing risk may be complicated, but we’re easy to work with – we implement new administrative technologies and solutions that work for you and your business. Our services are consultative and put your organization’s needs first. We do our research and uncover potential exposures before they’re a problem.
Commercial Coverage Expertise
Industry Specialty Teams
Personal Risk
Support Services
Human Capital
Discover a holistic approach to your people management strategy and individual solutions that help protect what matters. As a people first company, we recognize the importance of people at the core of our business and our lives – whether you need help with your business or with your life, our experts want to connect you with tailored solutions that meet your needs.
Employee Benefits
Executive Benefits
Life Insurance
Retirement Advisory
Talent Solutions
Wealth Management
Offices: 200 Park Ave, New York, New York 10166, US · 1250 Capital of Texas Hwy. S., Building 2, Suite 600, Austin, Tx 78746, US · 1901 Roxborough Rd, Suite 300, Charlotte, North Carolina 28211, US · 500 W Madison St, Suite 2700, Chicago, Illinois 60661, US · 2300 Contra Costa Blvd, Pleasant Hill, California 94523, US