Sr. Accountant, Family Office

Wealthspire; Melville (NY); On-site; USD 80,000 - 90,000; Full time

Benefits offered by this job

PTO & paid holidays

401(k) with match

Job summary

Wealthspire Advisors, a premier wealth management firm, seeks an experienced Family Office Accounting Manager to maintain comprehensive financial records for high-net-worth clients. You will support the Family Office Accounting team, coordinate payroll, accounts payable, cash flow, and detailed reporting, growing your expertise in a dynamic wealth-management environment.

The role offers exposure to ultra-high-net-worth client needs, collaboration with cross-functional teams, and opportunities

Qualifications

• 3-5 years of related accounting experience
• Experience in Financial Industry/Family Office a plus
• CPA designation preferred (not mandatory)

Responsibilities

• Prepare and execute all accounting functions for ultra-high net-worth clients
• Oversee bill pay functions
• Handle day-to-day accounts payable including vendor management and invoice review
• Prepare cashflow planning for high net-worth clients including budgeting and forecasting
• Prepare and review timely and accurate financial reports and analyses
• Perform ad-hoc financial analyses and projects as required
• Maintain client household payroll
• Oversee/train junior staff to ensure accuracy of books and records
• Liaise with internal service teams to develop strong working relationships

Skills

Attention to detail

Communication skills

Team player

Work ethic

Problem solving

Critical thinking

Tenacity

Reliable

Education

Bachelor's degree in Accounting/Finance/Economics

Master's degree preferred

CPA designation preferred

Tools

QuickBooks

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. With over 1,200 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.

Posting 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. With over 1,200 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.

Summary

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 successful candidate will work directly supporting our Family Office Accounting team to handle the accounting and financial reporting needs of a select group of high-net-worth families, accomplished executives, business owners, elite athletes, and entertainers. If you believe you are a high performer who would thrive in this environment, the Senior Family Office Accountant role is an excellent opportunity to expand hands on experience in the wealth management industry. We believe with the right talent and desire to grow; we can train and onboard you to succeed in your role.

Responsibilities

• Prepare and execute all accounting functions necessary to report on the financial position of select ultra-high net-worth clients.
• Oversee bill pay functions
• Handles day to day for accounts payables functions including vendor management, invoice review and creation of wires for approval.
• Prepare cashflow planning for high net-worth clients including budgeting and forecasting.
• Prepare/detail review timely and accurate financial reports and analyses.
• Perform ad‑hoc financial analyses and execute projects as required.
• Maintain client household payroll.
• Oversee/train junior staff to ensure accuracy of books and records.
• Liaise and develop strong working relationships with internal service team members.

Qualifications

• Bachelor's degree in Accounting, Economics, or Finance. Master's preferred
• CPA designation is preferred
• 3-5 years of related experience
• Financial Industry/Family Office experience a plus
• Expert in QuickBooks accounting 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
• Must be a team player, enthusiastic and reliable

Diversity, Equity, Inclusion, and Belonging at Wealthspire

Wealthspire is committed to fostering an inclusive work environment that values diversity as a fundamental asset. Research substantiates that diverse teams are not only more innovative but also make more informed decisions, leading to increased employee engagement and client satisfaction.

• Equal Opportunity: We are an equal opportunity employer. All employment decisions are based on qualifications, merit, and business needs. We do not discriminate on the basis of race, religion, color, gender, age, national origin, sexual orientation, marital status, veteran status, or disability status.
• Culture Add Over Culture Fit: Rather than seeking candidates who merely fit into our existing culture, we prioritize those who will add new dimensions to it. We welcome individuals who bring unique perspectives, experiences, and skills that enrich our team and client interactions.
• Inclusive Excellence: We believe that true excellence can only be achieved in an environment where every employee feels empowered and included. Our commitment to diversity extends beyond hiring practices to every facet of our business.

Do you see yourself excelling in this position?

Don't hesitate to apply, even if you don't meet every qualification on the list. We recognize that career journeys are as unique as individuals themselves, and valuable skills can come in various forms. We're eager to learn about your unique talents and experiences.

What We Offer

Wealthspire Advisors is proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, and more. The base salary range for this position is $80,000-$90,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

Wealthspire is an inclusive Equal Employment Opportunity employer.