Family Office Accountant

The Client
Wealthspire Advisors, founded in 1995, is a New York City–based independent registered investment advisory firm with more than 380 employees serving clients from 20+ offices nationwide. The firm is committed to a fiduciary business model, connecting all aspects of a client’s financial life to deliver thoughtful, collaborative strategies that focus on what matters most. Wealthspire serves as a wealth manager, investment advisor, consultant, and trusted partner to individuals and families, helping them achieve their aspirations.

The Opportunity
We are seeking a Family Office Accountant to join our rapidly growing wealth management practice. This role will support the accounting and reporting needs of high-net-worth and ultra-high-net-worth families, including accomplished executives, elite athletes, and entertainers. The Family Office Accountant will be responsible for maintaining comprehensive financial records, preparing reports, and handling day-to-day accounting operations for select clients. This is an excellent opportunity for a motivated professional to expand hands-on experience in family office and wealth management services.

Location
Boca Raton, FL; Melville, NY; or New York, NY

Reports to
Family Office Accounting Team Lead

The Position

Key Responsibilities

• Prepare and execute all accounting functions necessary to report on the financial position of ultra-high-net-worth clients.

• Manage day-to-day accounts payable functions including vendor management, invoice entry, and preparation of wire transfers for approval.

• Prepare cash flow plans for clients, including budgeting and forecasting.

• Produce timely and accurate financial reports and analyses.

• Perform ad hoc financial analyses and support special projects as required.

• Maintain client household payroll.

• Develop strong working relationships with internal service team members to ensure seamless delivery of client service.

The Ideal Candidate

Qualifications

• Bachelor’s degree in Accounting or Finance required.

• CPA eligible and motivated to pursue licensure.

• 1–2 years of experience in bookkeeping or accounts payable, preferably within a CPA firm or financial services firm.

• Family office or wealth management industry experience a plus.

• Knowledge of QuickBooks required.

• Strong proficiency in Microsoft Office, particularly Excel and Word.

• Exceptional attention to detail with high accuracy.

• Excellent organizational, interpersonal, verbal, and written communication skills.

• Ability to manage multiple tasks, follow through on direction, and thrive in a fast-paced environment.

• High level of confidentiality and discretion.

• Demonstrated commitment to meeting deadlines and managing time effectively.

• Self-motivated, confident, detail-oriented, and analytical with a growth mindset.

• Adaptable, optimistic, and open to change.

Compensation

• Base Salary Range: $65,000 – $91,000 (commensurate with experience, credentials, education, and geographic location).

• Eligible for performance-based incentives.

Benefits

• Paid time off and paid holidays.

• 401(k) with company match.

• Health and wellness programs.

• Exclusive employee discount programs.

• Professional development and career growth opportunities.

Our Culture
At Wealthspire, our PeopleFirst culture emphasizes building and nurturing lifelong relationships with employees. We value unique talents and career paths and encourage candidates to apply even if they don’t meet every listed qualification.