Family Office Accounting Manager — UHNW Client Services

Mackenzie Consultants Limited; Boca Raton (FL); On-site; USD 120,000 - 160,000; Full time

Benefits offered by this job

Competitive salary

PTO & paid holidays

401(k) with match

Health & wellness programs

Exclusive discount programs

Job summary

Wealthspire, a leading wealth management firm, seeks an experienced Family Office Accounting Manager for its Boca Raton office. You will maintain comprehensive financial records for high-net-worth family clients and supervise junior staff under the Director of Family Office Accounting.

You will oversee cashflow planning, budgeting, and timely financial reporting while building strong relationships with top clients and internal teams in a fast-paced environment.

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.

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.

Skills

Communication skills

Attention to detail

Multi-tasking

Team player

Organizational skills

Critical thinking

Education

Bachelor's degree in Accounting

Master's degree

CPA designation

Tools

QuickBooks

Bill.com

Microsoft Office

Job description

Wealthspire, a leading wealth management firm, seeks an experienced Family Office Accounting Manager for its Boca Raton office. You will maintain comprehensive financial records for high-net-worth family clients and supervise junior staff under the Director of Family Office Accounting.

You will oversee cashflow planning, budgeting, and timely financial reporting while building strong relationships with top clients and internal teams in a fast-paced environment.