Senior Accountant, Family Office

Summary

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.

• Prepare and execute all accounting functions necessary to report on the financial position of select ultra-high net-worth clients.
• Oversee bill pay functions
• Handle day to day accounts payables functions including vendor management, invoice review and creation of wires for approval.
• Prepare cash flow 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.

• 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 Quick Books 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

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 $85,000 – $105,000. 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.