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 1,400 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.
For more information, visit www.wealthspire.com.
Position Overview
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 FOA Manager will report directly to the Director of Family Office Accounting and will be responsible for overseeing the work output and professional development of junior staff.
Responsibilities
Manage and execute all accounting functions necessary to report on the financial position of select ultra-high net-worth clients.
Liaise and develop strong working relationships with internal service team members.
Develop and maintain strong working relationships with the firm's highest profile clientele.
Review and manage cashflow planning for high net-worth clients including budgeting and forecasting.
Review and provide timely and accurate financial reports and analyses.
Oversee and manage all aspects of asset movement within the department
Conduct regular reconciliations and reviews of banking platform access and activities, bill.com activities and Quickbooks reconciliations for compliance
Perform ad‐hoc financial analyses and execute projects as required.
Implement and oversee client household payroll.
Supervision, mentorship and development of junior staff.
Qualifications
Bachelor's degree in Accounting, Economics, or Finance or relevant Master's
CPA designation preferred
7+ years of related experience
Expert in QuickBooks accounting and Bill.com accounts payable software's
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
Ability to multi-task and thrive in a fast-paced environment
Must be a team player, enthusiastic and reliable
What We Offer:
Wealthspire is proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others.
Wealthspire and You... Better Together!
Wealthspire is an inclusive Equal Employment Opportunity employer.
2591400
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 1,400 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.
For more information, visit www.wealthspire.com.
Position Overview
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 FOA Manager will report directly to the Director of Family Office Accounting and will be responsible for overseeing the work output and professional development of junior staff.
Responsibilities
Manage and execute all accounting functions necessary to report on the financial position of select ultra-high net-worth clients.
Liaise and develop strong working relationships with internal service team members.
Develop and maintain strong working relationships with the firm's highest profile clientele.
Review and manage cashflow planning for high net-worth clients including budgeting and forecasting.
Review and provide timely and accurate financial reports and analyses.
Oversee and manage all aspects of asset movement within the department
Conduct regular reconciliations and reviews of banking platform access and activities, bill.com activities and Quickbooks reconciliations for compliance
Perform ad‐hoc financial analyses and execute projects as required.
Implement and oversee client household payroll.
Supervision, mentorship and development of junior staff.
Qualifications
Bachelor's degree in Accounting, Economics, or Finance or relevant Master's
CPA designation preferred
7+ years of related experience
Expert in QuickBooks accounting and Bill.com accounts payable software's
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
Ability to multi-task and thrive in a fast-paced environment
Must be a team player, enthusiastic and reliable
What We Offer:
Wealthspire is proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others.
Wealthspire and You... Better Together!
Wealthspire is an inclusive Equal Employment Opportunity employer.
