Family Office Accountant

NFP • New York, NY

1d • $75,000 - $91,000

About The Position

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 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, elite athletes, and entertainers. If you believe you are a high performer who would thrive in this environment, the 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.

Requirements

• Bachelor’s degree in accounting or finance from an accredited College or University
• CPA eligible and driven to obtain their 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.
• Knowledge of QuickBooks accounting system
• Knowledge and expertise in Microsoft office products, in particular Excel and Word
• Excellent attention to detail with high accuracy, excellent 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

Nice To Haves

• Financial Industry/Family Office experience a plus

Responsibilities

• Prepare and execute all accounting functions necessary to report on the financial position of select ultra-high net-worth clients.
• Handles day to day for accounts payables functions including vendor management, invoice entry and creation of wires for approval.
• 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.
• Liaise and develop strong working relationships with internal service team members.

Benefits

• Wealthspire is proud to offer 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.
• Our culture is rooted in putting people first - nurturing lasting relationships with our employees and fostering a workplace where everyone feels supported and valued.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 1,001-5,000 employees