Sr. Accountant

Website Wealthspire Advisors

Wealthspire Advisors is a New York City-based, independent registered investment advisory firm with 350+ associates in over 20 locations across the country.

About The Job

Who We Are:

  • Wealthspire Advisors is a New York City-based, independent registered investment Advisory firm with $20B in AUM.
  • We have more than 300 employees serving clients from 22 offices in 12 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.

Job Summary:

  • Fast-paced and rapidly growing wealth management firm with offices in Melville, NY, New York City, and Boca Roton FL is seeking an experienced Senior Family Office Accountant.
  • In this position, you will be responsible for maintaining the comprehensive financial records of our high-net-worth family clients.

Key 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
  • Liaise and develop strong working relationships with internal service team members
  • Prepare cashflow planning for high net-worth clients including budgeting and forecasting
  • Prepare timely and accurate financial reports and analyses
  • Perform ad-hoc financial analyses and execute projects as required
  • Maintain client household payroll
  • Oversee junior staff to ensure accuracy of books and records

Requirements & Qualifications:

  • Bachelor’s degree in Accounting, Economics, or Finance or relevant Master’s
  • CPA designation is preferred
  • 4+ years of related experience
  • 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

Base salary: $90,000 – $118,000 a year

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