Sr. Accountant, Family Office

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Who We Are

Wealthspire Advisors is a New York City-based, independent registered investment Advisory firm with $20B in AUM. We have more than 300 employees serving clients from 22 offices in 12 states. With a strong commitment to a fiduciary business model, the firm believes in connecting all aspects of a client's financial life to deliver thoughtful, collaborative strategies that focus on what is most important to each client. Wealthspire Advisors acts as a wealth manager, investment Advisor, consultant, and constant partner in helping clients achieve their aspirations. For more information on Wealthspire Advisors, please visit www.wealthspire.com.

Job Summary

Fast-paced and rapidly growing wealth management firm with offices in Melville, NY, New York City, and Boca Roton FL is seeking an experienced Senior Family Office Accountant. In this position, you will be responsible for maintaining the comprehensive financial records of our high-net-worth family clients.

Key Responsibilities

Prepare and execute all accounting functions necessary to report on the financial position of select ultra-high net-worth clientsOversee bill pay functionsLiaise and develop strong working relationships with internal service team membersPrepare cashflow planning for high net-worth clients including budgeting and forecastingPrepare timely and accurate financial reports and analysesPerform ad-hoc financial analyses and execute projects as requiredMaintain client household payrollOversee junior staff to ensure accuracy of books and records

Requirements & Qualifications

Bachelor's degree in Accounting, Economics, or Finance or relevant Master'sCPA designation is preferred4+ years of related experienceExpert in QuickBooks accounting softwareKnowledge and expertise in Microsoft Office productsExcellent attention to detail with high accuracy, excellent organizational skillsExcellent communication and interpersonal skills“Roll up your sleeves” work ethic, tenacity, and willingness to go the extra mileResourceful, decisive, critical thinkerMust be a team player, enthusiastic and reliable

Diversity, Equity, Inclusion, and Belonging at Wealthspire

Wealthspire is committed to fostering an inclusive work environment that values diversity as a fundamental asset. Research substantiates that diverse teams are not only more 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, age, national origin, sexual orientation, marital status, veteran status, or disability statusCulture Add Over Culture Fit:Rather than seeking candidates who merely fit into our existing culture, we prioritize those who will add new dimensions to it. We welcome individuals who bring unique perspectives, experiences, and skills that enrich our team and client interactionsInclusive Excellence:We believe that true excellence can only be achieved in an environment where every employee feels empowered and included. Our commitment to diversity extends beyond hiring practices to every facet of our business

Do you see yourself excelling in this position?

Don't hesitate to apply, even if you don't meet every qualification on the list. We recognize that career journeys are as unique as individuals themselves, and valuable skills can come in various forms. We're eager to learn about your unique talents and experiences.

What We Offer

NFP and Wealthspire Advisors 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.

NFP and You... Better together!

NFP and Wealthspire Advisors is an inclusive Equal Employment Opportunity employer.