Senior Family Office Accountant | High-Net-Worth Clients

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

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.