Posting Description
Position Overview Fast-paced and rapidly growing wealth management firm with offices in Boca Raton, FL, Melville, NY and New York City is seeking an experienced Family Office Accounting Manager. In this position, you will be responsible for maintaining the comprehensive financial records of our high-net-worth family clients.
The FOA Manager will report directly to the Director of Family Office Accounting and will be responsible for overseeing the work output and professional development of junior staff.
Responsibilities - Manage and execute all accounting functions necessary to report on the financial position of select ultra-high net-worth clients.
- Liaise and develop strong working relationships with internal service team members.
- Develop and maintain strong working relationships with the firm's highest profile 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.
- Oversee and manage all aspects of asset movement within the department
- Conduct regular reconciliations and reviews of banking platform access and activities, bill.com activities and Quickbooks reconciliations for compliance
- Perform ad-hoc financial analyses and execute projects as required.
- Implement and oversee 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 QuickBooks accounting and Bill.com 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 PeopleFirst 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.
Wealthspire and You... Better Together!
