Wealthspire
About Wealthspire
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 1,200 employees across more than 40 offices, we deliver insights and solutions backed by deep research, technology, and decades of expertise.
Locations Offices in Boca Raton, FL; Melville, NY; and New York City.
Summary & Opportunity Fast‑paced and rapidly growing wealth management firm is seeking a Family Office Accountant to maintain comprehensive financial records for our high‑net‑worth family clients. The role supports our Family Office Accounting team handling accounting and financial reporting needs for elite executives, athletes, entertainers, and high‑net‑worth families.
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 the license
1‑2 years of experience in a bookkeeping or junior accounts payable role within a CPA or financial services firm
Financial industry / family office experience is a plus
Knowledge of QuickBooks accounting system
Knowledge and expertise in Microsoft Office products, especially Excel and Word
Excellent attention to detail and high accuracy, with strong 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 Wealthspire is committed to fostering an inclusive work environment that values diversity as a fundamental asset. We are an equal‑opportunity employer; we do not discriminate on the basis of race, religion, color, gender, age, national origin, sexual orientation, marital status, veteran status, or disability status.
What We Offer Competitive base salary ($75,000 – $91,000) plus performance‑based incentives, 401(k) plan with company match, paid time off, holidays, health and wellness benefits, and exclusive discount programs.
Wealthspire is an inclusive Equal Employment Opportunity employer.
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Locations Offices in Boca Raton, FL; Melville, NY; and New York City.
Summary & Opportunity Fast‑paced and rapidly growing wealth management firm is seeking a Family Office Accountant to maintain comprehensive financial records for our high‑net‑worth family clients. The role supports our Family Office Accounting team handling accounting and financial reporting needs for elite executives, athletes, entertainers, and high‑net‑worth families.
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 the license
1‑2 years of experience in a bookkeeping or junior accounts payable role within a CPA or financial services firm
Financial industry / family office experience is a plus
Knowledge of QuickBooks accounting system
Knowledge and expertise in Microsoft Office products, especially Excel and Word
Excellent attention to detail and high accuracy, with strong 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 Wealthspire is committed to fostering an inclusive work environment that values diversity as a fundamental asset. We are an equal‑opportunity employer; we do not discriminate on the basis of race, religion, color, gender, age, national origin, sexual orientation, marital status, veteran status, or disability status.
What We Offer Competitive base salary ($75,000 – $91,000) plus performance‑based incentives, 401(k) plan with company match, paid time off, holidays, health and wellness benefits, and exclusive discount programs.
Wealthspire is an inclusive Equal Employment Opportunity employer.
#J-18808-Ljbffr