Family Office Accounting Manager

Family Office Accounting Manager

Wealthspire seeks a Family Office Accounting Manager committed to delivering outstanding financial management and service to ultra-high-net-worth clients. This role involves coordinating accounting operations, cash flow planning, financial reporting, and complex financial transactions while building positive relationships with clients and internal partners. It is well-suited for a diligent professional who can manage sophisticated financial matters, provide thoughtful analysis, and ensure accuracy across a wide range of accounting activities.

The ideal candidate is client-focused, collaborative, and skilled at leading teams while helping clients achieve their financial goals through proactive planning and outstanding service.

Key Responsibilities:

• Manage and complete all accounting functions necessary to report on the financial position of select ultra-high net-worth clients.
• Coordinate and build solid working relationships with internal service team members.
• Develop and sustain robust connections with the firm's most prominent clientele.
• Review and manage cashflow planning for high net-worth clients including budgeting and forecasting.
• Review and provide timely and accurate financial reports and analyses.
• Coordinate and lead all aspects of asset movement within the department.
• Conduct regular reconciliations and reviews of banking platform access and activities,  activities, and Quick Books reconciliations for compliance.
• Perform ad-hoc financial analyses and complete projects as required.
• Implement and coordinate client household payroll.
• Supervision, mentorship, and development of junior staff.

Qualifications:

• Bachelor's degree in Accounting, Economics, or Finance or relevant Master's CPA designation preferred
• 7+ years of related experience
• Expert in Quick Books accounting and  accounts payable software's
• 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

What We Offer:

Wealthspire is proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our People First culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others.