Family Office Accountant

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.

For more information, visit  Wealthspire Advisors LLC, Fiducient Advisors LLC, Wealthspire Retirement, LLC , Wealthspire Retirement Advisory, and certain other affiliates are separately registered investment advisers.

Fast-paced and rapidly growing wealth management firm with offices in Boca Raton, FL, Melville, NY and New York City is seeking a Family Office Accountant. 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, elite athletes, and entertainers.

If you believe you are a high performer who would thrive in this environment, the 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.

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

• Bachelor’s degree in accounting or finance from an accredited College or University
• CPA eligible and driven to obtain their license
• 1-2 years of experience in a bookkeeping or junior accounts payable role within a CPA or financial services firm, in general, is preferred.
• Financial Industry/Family Office experience a plus
• Knowledge of Quick Books accounting system
• Knowledge and expertise in Microsoft office products, in particular Excel and Word
• Excellent attention to detail with high accuracy, excellent organizational skills
• Ability to take direction from multiple sources with demonstrated follow-through
• Effective interpersonal, verbal, and written communication skills
• Ability to multi-task and thrive in a fast-paced environment
• High level of confidentiality is essential
• Commitment to meeting established deadlines and managing time effectively
• Self‑motivated, confident, detail‑oriented, and analytical
• Optimism and desire for achievement and growth
• Adaptability and openness to change

Wealthspire is committed to fostering an inclusive work environment that values diversity as a fundamental asset. Research substantiates that diverse teams are not only 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,…