Ultra-High Net Worth Family Office Accounting Manager

NFP; Boca Raton (FL); On-site; USD 110,000 - 150,000; Full time

Job summary

Wealthspire, a leading wealth management and family office services firm, seeks a Family Office Accounting Manager in Boca Raton, FL. You will maintain comprehensive financial records for ultra-high-net-worth clients and supervise junior staff from our Boca Raton and nearby offices.

You will report to the Director of Family Office Accounting, liaise with internal teams, manage cash flow planning, and prepare timely financial reports and analyses while ensuring accuracy and compliance.

Qualifications

• Bachelor’s degree in Accounting, Economics, or Finance or relevant Master’s.
• CPA designation preferred.

Responsibilities

• Manage and execute all accounting functions to report on the financial position of ultra-high net-worth clients.
• Liaise with internal service teams and develop relationships with high-profile clientele.
• Review cashflow planning including budgeting and forecasting; provide timely financial reports and analyses.
• Oversee asset movement within the department; supervise junior staff and provide mentorship.

Skills

QuickBooks

Bill.com

Excel

Communication

Accounting

Education

Bachelor’s degree in Accounting, Economics, or Finance or relevant Master’s

CPA designation preferred

Tools

Microsoft Office

Job description

Wealthspire, a leading wealth management and family office services firm, seeks a Family Office Accounting Manager in Boca Raton, FL. You will maintain comprehensive financial records for ultra-high-net-worth clients and supervise junior staff from our Boca Raton and nearby offices.

You will report to the Director of Family Office Accounting, liaise with internal teams, manage cash flow planning, and prepare timely financial reports and analyses while ensuring accuracy and compliance.