Accountant, Family Office

About the role

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.

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

Benefits

Wealthspire offers a competitive salary, PTO & paid holidays, 401(k) with match, and more. The base salary range for this position is $80,000 –$90,000. 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.