Family Office Accounting Manager

NFP Corp•Boca Raton, FL

About The Position

Wealthspire is seeking an experienced Family Office Accounting Manager for its offices in Boca Raton, Florida; Melville, New York; and New York City. The role maintains comprehensive financial records for high-net-worth family clients and manages accounting functions, client reporting, cash-flow planning, asset movement, and household payroll. The manager reports directly to the Director of Family Office Accounting and oversees the work output and professional development of junior staff.

Requirements

Bachelor's degree in Accounting, Economics, or Finance, or a relevant master's degree.
At least 7 years of related experience.
Expertise in QuickBooks accounting and Bill.com accounts payable software.
Knowledge of Microsoft Office products.
Excellent attention to detail, accuracy, and organizational skills.
Excellent communication and interpersonal skills.
A roll-up-your-sleeves work ethic, tenacity, and willingness to go the extra mile.
Resourcefulness, decisiveness, and critical-thinking ability.
Ability to multitask and thrive in a fast-paced environment.
Team-oriented, enthusiastic, and reliable.

Nice To Haves

CPA designation preferred.

Responsibilities

Manage and execute accounting functions necessary to report on the financial position of select ultra-high-net-worth clients.
Build and maintain strong working relationships with internal service team members and high-profile clients.
Review and manage client cash-flow planning, including budgeting and forecasting.
Review and provide timely, accurate financial reports and analyses.
Oversee and manage asset movement within the department.
Conduct regular reconciliations and review banking platform access and activities, Bill.com activity, and QuickBooks reconciliations for compliance.
Perform ad hoc financial analyses and projects as required.
Implement and oversee client household payroll.
Supervise, mentor, and develop junior staff.