Family Office Accounting Manager

NFP, an Aon company; Boca Raton (FL); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Competitive salary

PTO & paid holidays

401(k) with match

Health & wellness programs

Exclusive employee discounts

Job summary

Wealthspire is seeking an experienced Family Office Accounting Manager to maintain comprehensive financial records for our high-net-worth family clients. The role reports to the Director of Family Office Accounting and oversees junior staff development.

Based in a fast-paced wealth management environment, you will manage all accounting functions, ensure accurate reports, and collaborate with senior leadership to optimize financial strategies for elite clientele.

Qualifications

• Bachelor's degree in Accounting, Economics, or Finance required.
• CPA designation preferred.
• 7+ years of related experience.
• Expert in QuickBooks accounting and Bill.com accounts payable software.
• Knowledge of Microsoft Office products.
• Excellent attention to detail with high accuracy.
• 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.

Responsibilities

• Manage accounting functions to report on financial position for ultra-high net-worth clients.
• Liaise with internal service team members.
• Develop and maintain relationships with high-profile clientele.
• Review and manage cashflow planning including budgeting/forecasting.
• Provide timely, accurate financial reports and analyses.
• Oversee asset movements within the department.
• Perform reconciliations for banking, Bill.com, and QuickBooks.
• Conduct ad-hoc financial analyses and projects.
• Implement and oversee client household payroll.
• Supervise and mentor junior staff.

Skills

Attention to detail

Communication skills

Team player

Multi-tasking

Problem solving

Education

Bachelor's degree in Accounting, Economics, or Finance

Tools

QuickBooks

Bill.com

Microsoft Office

Job description

Who We Are

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.

Posting Description

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 1,400 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. Wealthspire is redefining the future of financial solutions through collaboration, scale, and a steadfast commitment to putting people first - our clients, our colleagues, and our communities. For more information, visit www.wealthspire.com.

Position Overview

Fast-paced and rapidly growing wealth management firm with offices in Boca Raton, FL, Melville, NY and New York City is seeking an experienced Family Office Accounting Manager. In this position, you will be responsible for maintaining the comprehensive financial records of our high-net-worth family clients. The FOA Manager will report directly to the Director of Family Office Accounting and will be responsible for overseeing the work output and professional development of junior staff.

Responsibilities

• Manage and execute all accounting functions necessary to report on the financial position of select ultra-high net-worth clients.


• Liaise and develop strong working relationships with internal service team members.


• Develop and maintain strong working relationships with the firm’s highest profile clientele.


• Review and manage cashflow planning for high net-worth clients including budgeting and forecasting.


• Review and provide timely and accurate financial reports and analyses.


• Oversee and manage all aspects of asset movement within the department


• Conduct regular reconciliations and reviews of banking platform access and activities, bill.com activities and Quickbooks reconciliations for compliance


• Perform ad-hoc financial analyses and execute projects as required.


• Implement and oversee client household payroll.


• Supervision, mentorship and development of junior staff.

Qualifications

• 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's


• 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

What We Offer

Wealthspire is proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others.

Wealthspire and You... Better Together!

Wealthspire is an inclusive Equal Employment Opportunity employer.

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