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.

Summary:

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 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, business owners, elite athletes, and entertainers. If you believe you are a high performer who would thrive in this environment, the Senior 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.

Responsibilities:

• 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.

Qualifications: