Family Office Senior Accountant at NFP

Who We Are:

Wealthspire Advisors is a New York City-based, independent registered investment Advisory firm with $29B in AUM. We have more than 300 employees serving clients from 24 offices in 13 states. With a strong commitment to a fiduciary business model, the firm believes in connecting all aspects of a client’s financial life to deliver thoughtful, collaborative strategies that focus on what is most important to each client. Wealthspire Advisors acts as a wealth manager, investment Advisor, consultant, and constant partner in helping clients achieve their aspirations. For more information on Wealthspire Advisors, please 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 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