Family Office Accountant

About Wealthspire

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.

Offices in Boca Raton, FL;
Melville, NY; and New York City.

Fast‑paced and rapidly growing wealth management firm is seeking a Family Office Accountant to maintain comprehensive financial records for our high‑net‑worth family clients. The role supports our Family Office Accounting team handling accounting and financial reporting needs for elite executives, athletes, entertainers, and high‑net‑worth families.

• Prepare and execute all accounting functions necessary to report on the financial position of select ultra‑high net‑worth clients
• Handle day‑to‑day accounts payable functions including vendor management, invoice entry and creation of wires for approval
• Prepare cash‑flow 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 the license
• 1‑2 years of experience in a bookkeeping or junior accounts payable role within a CPA or financial services firm
• Financial industry / family office experience is a plus
• Knowledge of Quick Books accounting system
• Knowledge and expertise in Microsoft Office products, especially Excel and Word
• Excellent attention to detail and high accuracy, with strong 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. We are an equal‑opportunity employer; we do not discriminate on the basis of race, religion, color, gender, age, national origin, sexual orientation, marital status, veteran status, or disability status.

Competitive base salary ($75,000 – $91,000) plus performance‑based incentives, 401(k) plan with company match, paid time off, holidays, health and wellness benefits, and exclusive discount programs.

Wealthspire is an inclusive Equal Employment Opportunity employer.