Family Office Accounting Manager - UHNW Finance & Reporting

Aon plc; Boca Raton (FL); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Competitive salary

Paid time off

401(k) with match

Health & wellness programs

Employee discounts

Job summary

Wealthspire, a leading wealth management and family office advisory firm, seeks an experienced Family Office Accounting Manager to maintain comprehensive financial records for ultra-high-net-worth clients. The role reports to the Director of Family Office Accounting and guides junior staff, ensuring accurate reporting, strong client relations, and disciplined cashflow management.

The position requires a CPA preference, 7+ years of related experience, and expertise in QuickBooks and Bill.com.

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
• 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 all accounting functions to report on financial position for ultra-high-net-worth clients
• Liaise with internal service teams and high-profile clientele
• Oversee cashflow planning including budgeting and forecasting
• Review and provide timely, accurate financial reports and analyses
• Oversee asset movement within the department
• Perform reconciliations of banking, Bill.com, and QuickBooks for compliance
• Conduct ad-hoc financial analyses and projects
• Implement and oversee client household payroll
• Mentor and develop junior staff

Skills

Attention to detail

Multi-tasking

Team player

Critical thinking

Organizational skills

Strong communication

Education

Bachelor’s degree in Accounting, Economics, or Finance

CPA designation preferred

Tools

QuickBooks

Bill.com

Microsoft Office

Job description

Wealthspire, a leading wealth management and family office advisory firm, seeks an experienced Family Office Accounting Manager to maintain comprehensive financial records for ultra-high-net-worth clients. The role reports to the Director of Family Office Accounting and guides junior staff, ensuring accurate reporting, strong client relations, and disciplined cashflow management.

The position requires a CPA preference, 7+ years of related experience, and expertise in QuickBooks and Bill.com.