TalentAlly
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.
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. With over 1,200 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.
Summary Fast‑paced and rapidly growing wealth management firm with offices in Boca Raton, FL; Melville, NY; and New York City is seeking a
Family Office Accountant . In this position you will maintain the comprehensive financial records of our high‑net‑worth family clients and support the Family Office Accounting team to handle the accounting and financial reporting needs of a select group of high‑net‑worth families, accomplished executives, elite athletes, and entertainers.
Responsibilities
Prepare and execute all accounting functions necessary to report on the financial position of select ultra‑high net‑worth clients.
Handle day‑to‑day accounts payable functions including vendor management, invoice entry, and creation of wires for approval.
Prepare cash‑flow 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.
Liaise and develop strong working relationships with internal service team members.
Qualifications
Bachelor’s degree in accounting or finance from an accredited college or university.
CPA eligible and driven to obtain a license.
1–2 years of experience in a bookkeeping or junior accounts payable role within a CPA or financial services firm, in general, is preferred.
Financial industry/Family Office experience is a plus.
Knowledge of QuickBooks accounting system.
Proficiency in Microsoft Office products, particularly Excel and Word.
Excellent attention to detail, high accuracy, and organizational skills.
Ability to take direction from multiple sources with demonstrated follow‑through.
Effective interpersonal, verbal, and written communication skills.
Ability to multi‑task and thrive in a fast‑paced environment.
High level of confidentiality is essential.
Commitment to meeting established deadlines and managing time effectively.
Self‑motivated, confident, detail‑oriented, and analytical.
Optimism and desire for achievement and growth.
Adaptability and openness to change.
Diversity, Equity, Inclusion, and Belonging at Wealthspire
Equal Opportunity: We are an equal opportunity employer. All employment decisions are based on qualifications, merit, and business needs. We do not discriminate on the basis of race, religion, color, gender, age, national origin, sexual orientation, marital status, veteran status, or disability status.
Culture Add Over Culture Fit: We prioritize candidates who will add new dimensions to our culture. We welcome individuals who bring unique perspectives, experiences, and skills that enrich our team and client interactions.
Inclusive Excellence: We believe that true excellence can only be achieved in an environment where every employee feels empowered and included. Our commitment to diversity extends beyond hiring practices to every facet of our business.
What We Offer Wealthspire offers a comprehensive rewards package that includes a competitive salary, paid time off and holidays, a 401(k) plan with company match, exclusive discount programs, and robust health and wellness benefits. The base salary range for this position is $75,000 – $91,000. Additional performance‑based incentives may be available.
Wealthspire is an inclusive Equal Employment Opportunity employer.
#J-18808-Ljbffr
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. With over 1,200 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.
Summary Fast‑paced and rapidly growing wealth management firm with offices in Boca Raton, FL; Melville, NY; and New York City is seeking a
Family Office Accountant . In this position you will maintain the comprehensive financial records of our high‑net‑worth family clients and support the Family Office Accounting team to handle the accounting and financial reporting needs of a select group of high‑net‑worth families, accomplished executives, elite athletes, and entertainers.
Responsibilities
Prepare and execute all accounting functions necessary to report on the financial position of select ultra‑high net‑worth clients.
Handle day‑to‑day accounts payable functions including vendor management, invoice entry, and creation of wires for approval.
Prepare cash‑flow 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.
Liaise and develop strong working relationships with internal service team members.
Qualifications
Bachelor’s degree in accounting or finance from an accredited college or university.
CPA eligible and driven to obtain a license.
1–2 years of experience in a bookkeeping or junior accounts payable role within a CPA or financial services firm, in general, is preferred.
Financial industry/Family Office experience is a plus.
Knowledge of QuickBooks accounting system.
Proficiency in Microsoft Office products, particularly Excel and Word.
Excellent attention to detail, high accuracy, and organizational skills.
Ability to take direction from multiple sources with demonstrated follow‑through.
Effective interpersonal, verbal, and written communication skills.
Ability to multi‑task and thrive in a fast‑paced environment.
High level of confidentiality is essential.
Commitment to meeting established deadlines and managing time effectively.
Self‑motivated, confident, detail‑oriented, and analytical.
Optimism and desire for achievement and growth.
Adaptability and openness to change.
Diversity, Equity, Inclusion, and Belonging at Wealthspire
Equal Opportunity: We are an equal opportunity employer. All employment decisions are based on qualifications, merit, and business needs. We do not discriminate on the basis of race, religion, color, gender, age, national origin, sexual orientation, marital status, veteran status, or disability status.
Culture Add Over Culture Fit: We prioritize candidates who will add new dimensions to our culture. We welcome individuals who bring unique perspectives, experiences, and skills that enrich our team and client interactions.
Inclusive Excellence: We believe that true excellence can only be achieved in an environment where every employee feels empowered and included. Our commitment to diversity extends beyond hiring practices to every facet of our business.
What We Offer Wealthspire offers a comprehensive rewards package that includes a competitive salary, paid time off and holidays, a 401(k) plan with company match, exclusive discount programs, and robust health and wellness benefits. The base salary range for this position is $75,000 – $91,000. Additional performance‑based incentives may be available.
Wealthspire is an inclusive Equal Employment Opportunity employer.
#J-18808-Ljbffr