Family Office Accountant

Wealthspire is a wealth management, retirement advisory, and business management firm serving individuals, families, endowments, and institutions. The Family Office Accountant supports accounting and financial reporting for high-net-worth clients, including bill pay, accounts payable, cash flow planning, financial analysis, payroll, and oversight of junior staff.

What you'll do:

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

What they're looking for:

• Bachelor's degree in Accounting, Economics, or Finance
• 0-2 years of related experience
• Financial Industry/Family Office experience a plus
• Expert in QuickBooks 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
• Master's
• CPA designation is preferred

Benefits:

• PTO and paid holidays
• 401(k) with match
• Exclusive discount programs
• Health and wellness programs
• PeopleFirst culture focused on building and nurturing lifelong relationships with employees