Elite Family Office Accounting Manager

Aon plc; Boca Raton (FL); Presencial; USD 90.000 - 130.000; Tempo integral

Benefícios oferecidos por esta vaga

Competitive salary

PTO & paid holidays

401(k) with match

Exclusive discount programs

Health & wellness programs

Resumo da vaga

Wealthspire, a leading wealth management and family office firm, seeks an experienced Family Office Accounting Manager to maintain comprehensive financial records for ultra‑high net‑worth clients.

Based in Boca Raton, FL, you will report to the Director of Family Office Accounting, supervise junior staff, oversee cashflow budgeting and forecasting, prepare financial reports, and ensure accuracy and compliance across the desk.

Qualificações

• Bachelor’s degree in Accounting, Economics, or Finance or relevant Master’s
• CPA designation preferred
• 7+ years of related experience
• Expert in QuickBooks accounting and Bill.com accounts payable 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
• Ability to multi-task and thrive in a fast-paced environment
• Must be a team player, enthusiastic and reliable

Responsabilidades

• Manage and oversee all accounting functions for ultra-high net-worth clients.
• Liaise with internal service teams and build strong relationships with high-profile clientele.
• Review cashflow planning, budgeting, and forecasting.
• Prepare timely and accurate financial reports and analyses.
• Oversee asset movement within the department and ensure reconciliations.
• Conduct regular reconciliations of banking, Bill.com, and QuickBooks activities.
• Perform ad-hoc financial analyses and projects as required.
• Implement and oversee client household payroll.
• Mentor and develop junior staff.

Conhecimentos

Attention to detail

Communication

Team player

Multi-tasking

Formação

Bachelor’s degree in Accounting, Economics, or Finance

Master’s degree

CPA designation

Ferramentas

QuickBooks

Bill.com

MS Office

Descrição da vaga

Wealthspire, a leading wealth management and family office firm, seeks an experienced Family Office Accounting Manager to maintain comprehensive financial records for ultra‑high net‑worth clients.

Based in Boca Raton, FL, you will report to the Director of Family Office Accounting, supervise junior staff, oversee cashflow budgeting and forecasting, prepare financial reports, and ensure accuracy and compliance across the desk.